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Schwab Short-Term US Treasury ETF

456 hedge funds and large institutions have $4.18B invested in Schwab Short-Term US Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 171 increasing their positions, 176 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+32
Holders Change %
+7.55%
% of All Funds
10.07%
Holding in Top 10
80
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+50.94%
% of All Funds
1.77%
New
67
Increased
171
Reduced
176
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIS
301
SVB Investment Services
Utah
$410K
KLI
302
Kelman-Lazarov Inc
Tennessee
$406K -$6.25M -241,268 -94%
TCWM
303
Total Clarity Wealth Management
Illinois
$400K +$400K +15,450 New
EF
304
Empirical Finance
Pennsylvania
$391K -$134K -5,176 -26%
CCG
305
Ceeto Capital Group
Florida
$388K
GC
306
Garde Capital
Washington
$388K +$165K +6,390 +74%
RJT
307
Raymond James Trust
Florida
$380K -$30.8K -1,192 -8%
HWMG
308
Hurlow Wealth Management Group
Indiana
$380K +$80.3K +3,104 +27%
SS
309
Simplicity Solutions
Minnesota
$375K +$375K +14,480 New
SDWMA
310
Schneider Downs Wealth Management Advisors
Pennsylvania
$374K -$798K -30,840 -68%
RPWA
311
Regent Peak Wealth Advisors
Georgia
$369K -$37K -1,430 -9%
ECM
312
Exchange Capital Management
Michigan
$353K -$32.7K -1,262 -8%
SW
313
SkyOak Wealth
Michigan
$351K +$351K +13,568 New
SI
314
SimpliFi Inc
California
$350K +$1.09K +42 +0.3%
PA
315
PFG Advisors
Arizona
$349K -$26.5K -1,024 -7%
RPA
316
Rock Point Advisors
Vermont
$346K -$9.56K -370 -3%
SFWA
317
Summit Financial Wealth Advisors
Louisiana
$344K -$78.6K -3,044 -19%
AP
318
Appleton Partners
Massachusetts
$341K -$5.53K -214 -2%
MAM
319
Marquette Asset Management
Minnesota
$332K +$30.5K +1,180 +10%
RIA
320
Realta Investment Advisors
Delaware
$328K +$3.57K +138 +1%
PFA
321
Pinnacle Family Advisors
Missouri
$324K -$396K -15,288 -55%
VHAM
322
Van Hulzen Asset Management
California
$319K -$18.6K -722 -6%
PWA
323
Providence Wealth Advisors
Illinois
$318K -$310K -12,010 -49%
SSWM
324
Smith Salley Wealth Management
North Carolina
$317K
RCA
325
Rowland Carmichael Advisors
Arizona
$310K -$69.7K -2,692 -18%