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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 %
GRP
301
Global Retirement Partners
California
$416K
LJAC
302
L.J. Altfest & Co
New York
$415K -$11.5K -446 -3%
PPW
303
Pasadena Private Wealth
California
$413K -$16.7M -650,104 -98%
HCM
304
Hengehold Capital Management
Ohio
$413K -$41.2K -1,598 -9%
CCM
305
Carlson Capital Management
Minnesota
$405K -$40.3K -1,568 -9%
AIS
306
American Investment Services
Massachusetts
$399K +$29.4K +1,140 +8%
PIA
307
Perennial Investment Advisors
California
$398K +$139K +5,420 +54%
CA
308
Callahan Advisors
Texas
$395K +$1.55K +60 +0.4%
AIP
309
Almanack Investment Partners
Pennsylvania
$394K +$394K +15,348 New
SFM
310
Signet Financial Management
New Jersey
$391K -$50.7K -1,970 -11%
CCG
311
Ceeto Capital Group
Florida
$386K -$103K -4,000 -21%
CCM
312
Chilton Capital Management
Texas
$386K -$926 -36 -0.2%
HI
313
Hendershot Investments
Virginia
$385K +$385K +14,970 New
SAMC
314
Spectrum Asset Management (California)
California
$376K -$66.4K -2,580 -15%
AMIM
315
Aull & Monroe Investment Management
Alabama
$375K +$3.6K +140 +1%
JCM
316
Jacobsen Capital Management
Utah
$374K +$38.6K +1,502 +12%
Bank of New York Mellon
317
Bank of New York Mellon
New York
$370K -$3.9M -151,280 -91%
EE
318
EWG Elevate
California
$366K +$366K +14,208 New
GHA
319
GW Henssler & Associates
Georgia
$365K -$131K -5,068 -26%
SI
320
SimpliFi Inc
California
$362K +$24.7K +960 +7%
RSWM
321
Robertson Stephens Wealth Management
California
$361K -$145K -5,638 -29%
OWM
322
Opes Wealth Management
California
$361K
RA
323
RFG Advisory
Alabama
$354K -$19.8K -770 -5%
RPWA
324
Regent Peak Wealth Advisors
Georgia
$351K
Rockefeller Capital Management
325
Rockefeller Capital Management
New York
$349K +$235K +9,136 +206%