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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 %
DCM
376
Davis Capital Management
Florida
$129K +$129K +4,986 New
EK
377
Evensky & Katz
Florida
$123K -$307K -11,864 -71%
VCP
378
Verus Capital Partners
Arizona
$122K +$80.6K +3,110 +194%
Northwestern Mutual Wealth Management
379
Northwestern Mutual Wealth Management
Wisconsin
$113K -$33.4K -1,292 -23%
WAP
380
Wealthcare Advisory Partners
Pennsylvania
$111K +$8.61K +334 +8%
SBL
381
Sargent Bickham Lagudis
Colorado
$106K -$85.6K -3,300 -45%
FDCDDQ
382
Federation des caisses Desjardins du Quebec
Quebec, Canada
$100K +$66.5K +2,570 +198%
TCOV
383
Trust Company of Vermont
Vermont
$92K
WOC
384
West Oak Capital
California
$89K -$3.89K -150 -4%
CFA
385
Carroll Financial Associates
North Carolina
$88K -$32.2K -1,256 -27%
LFG
386
Larson Financial Group
Missouri
$81K -$23.6K -910 -23%
BAM
387
Barrett Asset Management
New York
$80K -$25.8K -1,000 -24%
RFA
388
Reilly Financial Advisors
California
$75K
SL
389
Savior LLC
Massachusetts
$68K -$783K -30,194 -92%
FHA
390
Flagship Harbor Advisors
Massachusetts
$68K +$68K +2,624 New
QCG
391
Quadrant Capital Group
Ohio
$62K -$94.3K -3,620 -60%
PB
392
Pinnacle Bancorp
Nebraska
$59K -$26.3K -1,014 -31%
FRA
393
Front Row Advisors
California
$59K
CCP
394
Clarkston Capital Partners
Michigan
$51K +$1.3K +50 +3%
BlackRock
395
BlackRock
New York
$51K +$30.2K +1,178 +145%
CWM
396
Cedar Wealth Management
California
$49K +$13.2K +514 +37%
JPMorgan Chase & Co
397
JPMorgan Chase & Co
New York
$47K +$17.1K +662 +57%
TC
398
Truvestments Capital
Florida
$42K +$42K +1,632 New
William Blair & Company
399
William Blair & Company
Illinois
$40K +$34K +1,312 +566%
AWM
400
AllSquare Wealth Management
New York
$39K