SCHO icon

Schwab Short-Term US Treasury ETF

463 hedge funds and large institutions have $4.29B invested in Schwab Short-Term US Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 181 increasing their positions, 169 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
Holders Change %
0%
% of All Funds
9.37%
Holding in Top 10
57
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.18%
% of All Funds
1.15%
New
42
Increased
181
Reduced
169
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PA
276
PFG Advisors
Arizona
$524K +$243K +9,466 +87%
FWM
277
Focused Wealth Management
New York
$510K
DI
278
Diligent Investors
California
$502K -$18K -700 -3%
SW
279
SVB Wealth
Massachusetts
$498K +$498K +19,344 New
PA
280
Parallel Advisors
California
$495K -$25K -970 -5%
BC
281
Bartlett & Co
Ohio
$491K
BCWM
282
Bartlett & Co Wealth Management
Ohio
$491K
WAM
283
Weatherly Asset Management
California
$490K
AFA
284
Atlanta Financial Associates
Georgia
$484K +$48.9K +1,898 +11%
IA
285
IFP Advisors
Florida
$483K +$89.6K +3,486 +23%
TSS
286
Two Sigma Securities
New York
$478K -$65.9K -2,560 -12%
HFA
287
Hoover Financial Advisors
Pennsylvania
$467K +$123K +4,758 +36%
Northwestern Mutual Wealth Management
288
Northwestern Mutual Wealth Management
Wisconsin
$464K -$609K -23,670 -57%
SBH
289
Segall Bryant & Hamill
Illinois
$464K
SHWM
290
Silicon Hills Wealth Management
Texas
$463K
EH
291
Equitable Holdings
New York
$461K
CFO
292
CVA Family Office
Colorado
$448K +$51 +2 +0%
BIP
293
Blueprint Investment Partners
North Carolina
$447K -$677K -26,332 -60%
SKK
294
Shepherd Kaplan Krochuk
Massachusetts
$438K
PA
295
Procyon Advisors
Connecticut
$438K +$180K +7,000 +70%
SGCA
296
Steel Grove Capital Advisors
Tennessee
$436K
TWP
297
Total Wealth Planning
Ohio
$435K -$3.56K -138 -0.8%
NB
298
Nicolet Bankshares
Wisconsin
$431K +$74.2K +2,880 +21%
PCIA
299
Prime Capital Investment Advisors
Kansas
$426K -$25.9K -1,004 -6%
GIA
300
GHP Investment Advisors
Colorado
$419K -$170K -6,620 -29%