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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 %
PIA
326
Perennial Investment Advisors
California
$309K -$10.3K -400 -3%
PFGIA
327
Patriot Financial Group Insurance Agency
Massachusetts
$303K +$251K +9,690 +481%
WLIM
328
White Lighthouse Investment Management
Massachusetts
$301K +$74.9K +2,892 +33%
FTUS
329
Flow Traders U.S.
New York
$299K +$299K +11,558 New
SFS
330
Sowell Financial Services
Arkansas
$297K -$77.7K -3,004 -21%
SA
331
SRH Advisors
Kansas
$293K
SWP
332
Stratos Wealth Partners
Ohio
$292K +$292K +11,304 New
FHB
333
First Hawaiian Bank
Hawaii
$283K +$283K +10,920 New
3AM
334
3EDGE Asset Management
Florida
$278K -$2.35M -90,782 -89%
RPGK
335
Retirement Planning Group (Kansas)
Kansas
$277K -$4.93M -190,640 -95%
LB
336
Legacy Bridge
Iowa
$276K +$41.3K +1,600 +18%
CAM
337
Cresset Asset Management
Illinois
$275K -$5.99M -231,868 -96%
OIA
338
Optimum Investment Advisors
Illinois
$270K -$278K -10,750 -51%
BWL
339
Bogart Wealth LLC
Virginia
$267K -$778K -30,024 -74%
BWM
340
BCS Wealth Management
Tennessee
$262K -$899K -34,772 -77%
ACS
341
Archford Capital Strategies
Illinois
$260K +$4.7K +182 +2%
PL
342
Plancorp LLC
Missouri
$256K +$256K +9,886 New
VPIM
343
Vanguard Personalized Indexing Management
California
$251K +$251K +9,702 New
IAA
344
Independent Advisor Alliance
North Carolina
$247K -$779K -30,128 -76%
CB
345
Commerce Bank
Missouri
$243K
FGAM
346
Financial Gravity Asset Management
Texas
$239K -$192K -7,432 -45%
AFP
347
Ausdal Financial Partners
Iowa
$237K +$1.09K +42 +0.5%
AWA
348
Alaska Wealth Advisors
Alaska
$237K +$18K +694 +8%
CF
349
Centaurus Financial
California
$236K +$155 +6 +0.1%
AMIM
350
Aull & Monroe Investment Management
Alabama
$232K +$24.3K +940 +12%