SCHO icon

Schwab Short-Term US Treasury ETF

424 hedge funds and large institutions have $2.93B invested in Schwab Short-Term US Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 167 increasing their positions, 123 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+56
Holders Change %
+15.22%
% of All Funds
8.37%
Holding in Top 10
53
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.85%
% of All Funds
1.05%
New
96
Increased
167
Reduced
123
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
301
Next Financial Group
Texas
$289K -$886K -35,132 -75%
PIM
302
Penobscot Investment Management
Massachusetts
$288K -$65.7K -2,600 -19%
SA
303
SRH Advisors
Kansas
$286K
WA
304
WBH Advisory
Maryland
$283K +$1.51K +60 +0.5%
EWM
305
Evermay Wealth Management
Virginia
$282K
LAIC
306
Lederer & Associates Investment Counsel
California
$278K +$60K +2,374 +28%
ACM
307
AlphaStar Capital Management
North Carolina
$268K +$5.21K +206 +2%
CWM
308
Centric Wealth Management
Illinois
$265K -$991K -39,214 -79%
VDFA
309
Vickerman & Driscoll Financial Advisors
Washington
$263K -$8.67M -344,008 -97%
S
310
Surevest
California
$262K +$262K +10,374 New
CFS
311
CRA Financial Services
New Jersey
$257K +$25K +990 +11%
JCM
312
Jacobsen Capital Management
Utah
$255K -$195K -7,734 -43%
SWA
313
SFMG Wealth Advisors
Texas
$253K +$253K +10,008 New
JWCA
314
J.W. Cole Advisors
Florida
$253K +$253K +10,012 New
ACS
315
Archford Capital Strategies
Illinois
$249K -$1.97K -78 -0.8%
PFA
316
Pathway Financial Advisors
Vermont
$238K -$3.9K -154 -2%
CB
317
Commerce Bank
Missouri
$238K +$238K +9,410 New
AFP
318
Ausdal Financial Partners
Iowa
$232K -$22.3K -876 -9%
CF
319
Centaurus Financial
California
$231K +$202 +8 +0.1%
LB
320
Legacy Bridge
Iowa
$229K +$229K +9,080 New
SQA
321
Simon Quick Advisors
New Jersey
$225K +$5.7K +226 +3%
CFG
322
Capstone Financial Group
Oklahoma
$223K +$223K +8,832 New
PAG
323
Private Advisor Group
New Jersey
$222K -$494K -19,588 -69%
WLIM
324
White Lighthouse Investment Management
Massachusetts
$220K -$61K -2,420 -22%
CIM
325
Contravisory Investment Management
Massachusetts
$219K