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Schwab Short-Term US Treasury ETF

463 hedge funds and large institutions have $4.11B invested in Schwab Short-Term US Treasury ETF in 2020 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 174 increasing their positions, 169 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
+7
Holders Change %
+1.54%
% of All Funds
9.52%
Holding in Top 10
68
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-15%
% of All Funds
1.4%
New
55
Increased
174
Reduced
169
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PA
276
Parallel Advisors
California
$521K +$353K +13,696 +211%
FWM
277
Focused Wealth Management
New York
$512K
CTC
278
Central Trust Company
Missouri
$507K -$6.39M -247,602 -93%
RSWM
279
Robertson Stephens Wealth Management
California
$507K -$377K -14,624 -43%
GHA
280
GW Henssler & Associates
Georgia
$496K +$42.8K +1,660 +9%
BC
281
Bartlett & Co
Ohio
$492K +$23.8K +920 +5%
BCWM
282
Bartlett & Co Wealth Management
Ohio
$492K +$23.8K +920 +5%
WAM
283
Weatherly Asset Management
California
$491K
CCG
284
Ceeto Capital Group
Florida
$490K +$103K +4,000 +27%
CFA
285
Carroll Financial Associates
North Carolina
$483K +$394K +15,278 +445%
CA
286
Cetera Advisors
Colorado
$481K +$7.43K +288 +2%
SBH
287
Segall Bryant & Hamill
Illinois
$465K
CAN
288
Cetera Advisor Networks
California
$464K -$766K -29,644 -62%
SHWM
289
Silicon Hills Wealth Management
Texas
$464K
EH
290
Equitable Holdings
New York
$463K
HCM
291
Hengehold Capital Management
Ohio
$455K -$40.4K -1,564 -8%
PCIA
292
Prime Capital Investment Advisors
Kansas
$453K -$957K -37,020 -68%
CFO
293
CVA Family Office
Colorado
$449K -$37.4K -1,452 -8%
PRS
294
Pinkerton Retirement Specialists
Idaho
$449K +$449K +17,376 New
CCM
295
Carlson Capital Management
Minnesota
$446K -$74.4K -2,886 -14%
SAMC
296
Spectrum Asset Management (California)
California
$444K -$470K -18,200 -51%
SFM
297
Signet Financial Management
New Jersey
$443K -$20.2K -782 -4%
SKK
298
Shepherd Kaplan Krochuk
Massachusetts
$439K
TWP
299
Total Wealth Planning
Ohio
$439K
SGCA
300
Steel Grove Capital Advisors
Tennessee
$437K