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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 %
BAM
401
Barrett Asset Management
New York
$81K +$1.29K +50 +2%
RFA
402
Reilly Financial Advisors
California
$74K
FHA
403
Flagship Harbor Advisors
Massachusetts
$67K
CFA
404
Carroll Financial Associates
North Carolina
$66K -$411K -16,120 -86%
LFG
405
Larson Financial Group
Missouri
$64K +$670 +26 +1%
SBL
406
Sargent Bickham Lagudis
Colorado
$62K -$41.2K -1,600 -40%
PFO
407
Pathstone Family Office
New Jersey
$60K -$10.2K -392 -14%
FHA
408
First Horizon Advisors
Tennessee
$60K +$51 +2 +0.1%
FRA
409
Front Row Advisors
California
$59K
CWM
410
Cedar Wealth Management
California
$49K
CCP
411
Clarkston Capital Partners
Michigan
$48K +$771 +30 +2%
BAMG
412
Brand Asset Management Group
Missouri
$45K +$154 +6 +0.3%
QCG
413
Quadrant Capital Group
Ohio
$40K -$1.03K -40 -3%
AWM
414
AllSquare Wealth Management
New York
$38K
PFBT
415
Parkside Financial Bank & Trust
Missouri
$38K +$52 +2 +0.1%
PB
416
Pinnacle Bancorp
Nebraska
$34K
NIC
417
Northwest Investment Counselors
Oregon
$31K +$31K +1,220 New
LFG
418
LifePlan Financial Group
Ohio
$29K
IA
419
Independence Advisors
Pennsylvania
$28K +$19.5K +762 +230%
CTC
420
Central Trust Company
Missouri
$27K -$483K -18,594 -95%
SWM
421
Selective Wealth Management
Virginia
$27K
FMP
422
Financial Management Professionals
Texas
$25K
FHC
423
First Horizon Corporation
Tennessee
$25K +$25K +1,000 New
IRC
424
Investors Research Corp
Georgia
$24K +$24K +930 New
SIS
425
Sound Income Strategies
Florida
$23K +$51 +2 +0.2%