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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 %
RCA
351
Rowland Carmichael Advisors
Arizona
$268K -$7.99K -310 -3%
CA
352
Cetera Advisors
Colorado
$266K -$214K -8,304 -45%
EWM
353
Evermay Wealth Management
Virginia
$261K +$30.9K +1,200 +13%
BAM
354
Bellevue Asset Management
Washington
$259K +$29.4K +1,138 +13%
PL
355
Plancorp LLC
Missouri
$255K
VPIM
356
Vanguard Personalized Indexing Management
California
$252K +$722 +28 +0.3%
SDWMA
357
Schneider Downs Wealth Management Advisors
Pennsylvania
$250K -$43.3K -1,682 -15%
SPC
358
Sigma Planning Corp
Michigan
$250K +$6.69K +260 +3%
SWM
359
SVA Wealth Management
Wisconsin
$242K -$351K -13,618 -59%
CB
360
Commerce Bank
Missouri
$242K
AWA
361
Acorn Wealth Advisors
Michigan
$238K +$238K +9,260 New
CCP
362
Cardan Capital Partners
Colorado
$230K +$23.6K +918 +11%
FSWA
363
Financial Synergies Wealth Advisors
Texas
$230K +$230K +8,926 New
IAA
364
Independent Advisor Alliance
North Carolina
$229K +$6.26K +244 +3%
NP
365
NorthRock Partners
Minnesota
$228K -$106K -4,124 -32%
CFG
366
Capstone Financial Group
Oklahoma
$227K
CAAS
367
Capital Asset Advisory Services
Michigan
$225K +$115K +4,486 +105%
AWA
368
Alaska Wealth Advisors
Alaska
$224K
BWL
369
Bogart Wealth LLC
Virginia
$223K -$2.83K -110 -1%
CIM
370
Contravisory Investment Management
Massachusetts
$223K
EFSCE
371
Enterprise Financial Services Corp (EFSC)
Missouri
$216K
S
372
SimplyRich
California
$216K +$216K +8,400 New
APP
373
Avantax Planning Partners
Iowa
$215K -$729K -28,324 -77%
MAM
374
Marquette Asset Management
Minnesota
$212K -$30.4K -1,180 -13%
PIM
375
Penobscot Investment Management
Massachusetts
$212K