SCHO icon

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 %
US Bancorp
376
US Bancorp
Minnesota
$209K +$36K +1,400 +21%
HF
377
HRT Financial
New York
$209K +$209K +8,144 New
LAIC
378
Lederer & Associates Investment Counsel
California
$207K -$11.9K -462 -5%
RJT
379
Raymond James Trust
Florida
$205K -$317K -12,318 -61%
WOC
380
West Oak Capital
California
$205K +$107K +4,140 +109%
EVM
381
Eaton Vance Management
Massachusetts
$204K
APCM
382
Alaska Permanent Capital Management
Alaska
$203K
IWM
383
IHT Wealth Management
Illinois
$203K
AIM
384
Anchor Investment Management
South Carolina
$169K +$10.3K +400 +6%
JWM
385
JFG Wealth Management
Colorado
$152K +$152K +5,884 New
CHA
386
Carmichael Hill & Associates
Maryland
$140K +$5.67K +220 +4%
RCC
387
Red Cedar Capital
Nebraska
$139K +$411 +16 +0.3%
IA
388
IndexIQ Advisors
New York
$132K -$8.04M -311,980 -98%
Fidelity Investments
389
Fidelity Investments
Massachusetts
$126K -$6.96K -270 -5%
KCM
390
Kathmere Capital Management
Pennsylvania
$124K +$124K +4,824 New
OIA
391
Optimum Investment Advisors
Illinois
$110K -$157K -6,120 -59%
SL
392
Savior LLC
Massachusetts
$108K +$40.6K +1,580 +60%
IF
393
Ironwood Financial
Arizona
$102K -$524K -20,412 -84%
FDCDDQ
394
Federation des caisses Desjardins du Quebec
Quebec, Canada
$99.6K
ASN
395
Advisory Services Network
Georgia
$95K +$95K +3,682 New
TCOV
396
Trust Company of Vermont
Vermont
$92K
HCA
397
Horan Capital Advisors
Ohio
$91K +$91K +3,552 New
NG
398
NWK Group
California
$90K
HPC
399
HM Payson & Co
Maine
$90K
SC
400
Slow Capital
California
$82K +$82K +3,180 New