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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 %
PFBT
401
Parkside Financial Bank & Trust
Missouri
$38K -$7.74K -298 -17%
TRCT
402
Tower Research Capital (TRC)
New York
$36K +$5.14K +200 +17%
LFG
403
LifePlan Financial Group
Ohio
$36K +$6.98K +272 +24%
ASN
404
Advisory Services Network
Georgia
$33K -$81.7K -3,146 -71%
WT
405
Washington Trust
Rhode Island
$33K +$33K +1,292 New
GI
406
Gradient Investments
Minnesota
$32K
US Bancorp
407
US Bancorp
Minnesota
$30K -$75.7K -2,952 -72%
EWM
408
EPG Wealth Management
Georgia
$30K
SWM
409
Selective Wealth Management
Virginia
$27K -$74.8K -2,908 -73%
BMM
410
Berkshire Money Management
Massachusetts
$27K +$27K +1,062 New
FMP
411
Financial Management Professionals
Texas
$25K
JHCP
412
Jackson Hole Capital Partners
Oklahoma
$23K
ACA
413
Aptus Capital Advisors
Alabama
$22K
Carson Wealth (CWM LLC)
414
Carson Wealth (CWM LLC)
Nebraska
$22K
BWA
415
Burt Wealth Advisors
Maryland
$21K -$873 -34 -4%
AIC
416
Ameritas Investment Company
Nebraska
$21K +$5.19K +200 +33%
DAM
417
Delta Asset Management
Tennessee
$21K +$21K +810 New
EWM
418
Elmwood Wealth Management
California
$19.3K +$19.3K +776 New
CFGS
419
Concourse Financial Group Securities
Alabama
$19K +$8.58K +328 +82%
Fidelity Investments
420
Fidelity Investments
Massachusetts
$18K -$451 -18 -2%
DI
421
Disciplined Investments
Oklahoma
$17K -$10.3K -398 -38%
First Manhattan
422
First Manhattan
New York
$17K
ClearBridge Investments
423
ClearBridge Investments
New York
$16K
PCG
424
Private Capital Group
Connecticut
$15K
JCM
425
Jacobi Capital Management
Pennsylvania
$14K