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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 %
GC
326
Garde Capital
Washington
$217K
WWM
327
Western Wealth Management
Colorado
$216K -$15.2K -600 -7%
APP
328
Avantax Planning Partners
Iowa
$214K +$214K +8,490 New
AWA
329
Alaska Wealth Advisors
Alaska
$213K +$213K +8,450 New
VNA
330
Valley National Advisers
Pennsylvania
$212K -$157K -6,232 -43%
EFSCE
331
Enterprise Financial Services Corp (EFSC)
Missouri
$212K
LF
332
LifeSteps Financial
California
$212K +$212K +8,382 New
RI
333
Ridgewood Investments
New Jersey
$212K +$212K +8,384 New
IWM
334
IHT Wealth Management
Illinois
$211K
PA
335
Parallel Advisors
California
$209K +$64.4K +2,548 +44%
PO
336
Private Ocean
California
$208K +$1.46K +58 +0.7%
GT
337
Greenleaf Trust
Michigan
$203K
AMIM
338
Aull & Monroe Investment Management
Alabama
$202K
AWE
339
Avidian Wealth Enterprises
Texas
$202K +$202K +8,012 New
EVM
340
Eaton Vance Management
Massachusetts
$200K +$200K +7,910 New
SBL
341
Sargent Bickham Lagudis
Colorado
$186K -$7.81K -310 -4%
AIA
342
Arcadia Investment Advisors
Idaho
$172K +$22.3K +884 +15%
NG
343
NWK Group
California
$156K +$156K +6,170 New
AIM
344
Anchor Investment Management
South Carolina
$156K -$4.54K -180 -3%
QCG
345
Quadrant Capital Group
Ohio
$145K +$145K +6,000 New
Northwestern Mutual Wealth Management
346
Northwestern Mutual Wealth Management
Wisconsin
$143K +$65.7K +2,604 +85%
RCC
347
Red Cedar Capital
Nebraska
$135K +$959 +38 +0.7%
CHA
348
Carmichael Hill & Associates
Maryland
$132K +$132K +5,242 New
S
349
SignatureFD
Georgia
$129K +$85.8K +3,400 +199%
BAM
350
Bellevue Asset Management
Washington
$128K +$128K +5,064 New