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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 %
BAM
351
Bellevue Asset Management
Washington
$230K +$99.2K +3,840 +76%
CFG
352
Capstone Financial Group
Oklahoma
$228K
CIM
353
Contravisory Investment Management
Massachusetts
$224K
IA
354
IFP Advisors
Florida
$223K +$108K +4,200 +94%
LAIC
355
Lederer & Associates Investment Counsel
California
$220K -$65K -2,510 -23%
AFA
356
Atlanta Financial Associates
Georgia
$219K +$219K +8,456 New
EFSCE
357
Enterprise Financial Services Corp (EFSC)
Missouri
$217K
WA
358
Waverly Advisors
Alabama
$216K +$216K +8,334 New
NB
359
Nicolet Bankshares
Wisconsin
$216K +$216K +8,360 New
WWM
360
Western Wealth Management
Colorado
$214K -$6.98K -270 -3%
PIM
361
Penobscot Investment Management
Massachusetts
$213K -$82K -3,170 -28%
PO
362
Private Ocean
California
$213K +$619 +24 +0.3%
NC
363
NovaPoint Capital
Georgia
$212K -$236K -9,112 -53%
IWM
364
IHT Wealth Management
Illinois
$212K -$4.61K -178 -2%
LF
365
LifeSteps Financial
California
$211K -$5.79K -224 -3%
EVM
366
Eaton Vance Management
Massachusetts
$205K
APCM
367
Alaska Permanent Capital Management
Alaska
$204K +$204K +7,900 New
Rockefeller Capital Management
368
Rockefeller Capital Management
New York
$183K -$234K -9,024 -56%
FHA
369
First Horizon Advisors
Tennessee
$176K -$18.4M -715,706 -99%
PA
370
Parallel Advisors
California
$168K -$45.7K -1,770 -21%
AIM
371
Anchor Investment Management
South Carolina
$160K
RCC
372
Red Cedar Capital
Nebraska
$139K +$466 +18 +0.3%
CHA
373
Carmichael Hill & Associates
Maryland
$134K -$1.76K -68 -1%
HI
374
Human Investing
Oregon
$132K -$602K -23,302 -82%
NG
375
NWK Group
California
$129K -$30.1K -1,166 -19%