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Schwab Short-Term US Treasury ETF

463 hedge funds and large institutions have $4.11B invested in Schwab Short-Term US Treasury ETF in 2020 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 174 increasing their positions, 169 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
+7
Holders Change %
+1.54%
% of All Funds
9.52%
Holding in Top 10
68
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-15%
% of All Funds
1.4%
New
55
Increased
174
Reduced
169
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
401
Barrett Asset Management
New York
$80K
RFA
402
Reilly Financial Advisors
California
$75K
PFO
403
Pathstone Family Office
New Jersey
$70K +$70K +2,708 New
SL
404
Savior LLC
Massachusetts
$68K
FHA
405
Flagship Harbor Advisors
Massachusetts
$67K
LFG
406
Larson Financial Group
Missouri
$63K -$17K -662 -21%
FHA
407
First Horizon Advisors
Tennessee
$60K -$116K -4,508 -66%
FRA
408
Front Row Advisors
California
$59K
CWM
409
Cedar Wealth Management
California
$49K -$728 -28 -1%
CCP
410
Clarkston Capital Partners
Michigan
$47K -$3.22K -126 -6%
BAMG
411
Brand Asset Management Group
Missouri
$45K +$45K +1,752 New
TC
412
Truvestments Capital
Florida
$42K +$205 +8 +0.5%
QCG
413
Quadrant Capital Group
Ohio
$41K -$20K -780 -33%
AWM
414
AllSquare Wealth Management
New York
$39K
PFBT
415
Parkside Financial Bank & Trust
Missouri
$38K +$52 +2 +0.1%
THWM
416
Taylor Hoffman Wealth Management
Virginia
$37K +$37K +1,428 New
PB
417
Pinnacle Bancorp
Nebraska
$34K -$24K -940 -41%
JPMorgan Chase & Co
418
JPMorgan Chase & Co
New York
$32K -$15.5K -594 -33%
GI
419
Gradient Investments
Minnesota
$32K
Fifth Third Bancorp
420
Fifth Third Bancorp
Ohio
$32K +$32K +1,232 New
LFG
421
LifePlan Financial Group
Ohio
$29K -$6.98K -272 -19%
SWM
422
Selective Wealth Management
Virginia
$27K
HI
423
Human Investing
Oregon
$25K -$106K -4,136 -81%
FMP
424
Financial Management Professionals
Texas
$25K
SIS
425
Sound Income Strategies
Florida
$23K +$23K +908 New