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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 %
AP
326
Appleton Partners
Massachusetts
$340K
ECM
327
Exchange Capital Management
Michigan
$337K -$9.94K -386 -3%
DC
328
Davenport & Co
Virginia
$336K +$129K +5,000 +62%
EF
329
Empirical Finance
Pennsylvania
$335K -$4.69K -182 -1%
WA
330
WBH Advisory
Maryland
$335K +$17.5K +682 +6%
SWP
331
Stratos Wealth Partners
Ohio
$331K +$41.2K +1,598 +14%
PFGIA
332
Patriot Financial Group Insurance Agency
Massachusetts
$329K +$21K +814 +7%
AFP
333
Ausdal Financial Partners
Iowa
$321K +$83.9K +3,254 +35%
RPA
334
Rock Point Advisors
Vermont
$316K -$21.1K -820 -6%
SSWM
335
Smith Salley Wealth Management
North Carolina
$316K
BFA
336
Beaumont Financial Advisors
Massachusetts
$309K -$593K -23,058 -66%
IF
337
Intrua Financial
Texas
$304K +$304K +11,822 New
ADL
338
Asset Dedication LLC
California
$301K -$15.5K -600 -5%
SFS
339
Sowell Financial Services
Arkansas
$301K +$2.01K +78 +0.7%
RG
340
Retirement Group
California
$300K +$25.6K +994 +9%
BWM
341
BCS Wealth Management
Tennessee
$296K -$1.8K -70 -0.6%
JWA
342
JFS Wealth Advisors
Pennsylvania
$292K -$279K -10,860 -49%
ACS
343
Archford Capital Strategies
Illinois
$292K +$66.9K +2,598 +30%
SA
344
SRH Advisors
Kansas
$291K
AP
345
Adero Partners
California
$291K +$291K +11,288 New
CCM
346
Crabel Capital Management
California
$282K +$282K +10,960 New
SFWA
347
Summit Financial Wealth Advisors
Louisiana
$275K -$126K -4,910 -31%
LB
348
Legacy Bridge
Iowa
$275K
CCM
349
Coldstream Capital Management
Washington
$272K -$1.29K -50 -0.5%
VHAM
350
Van Hulzen Asset Management
California
$269K -$17.9K -698 -6%