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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 %
GWM
426
Geneos Wealth Management
Colorado
$13K -$871K -34,314 -99%
BBPWM
427
Blue Bell Private Wealth Management
Pennsylvania
$13K -$47K -1,800 -78%
SSB
428
Sandy Spring Bank
Maryland
$12K +$12K +456 New
CIAS
429
Capital Investment Advisory Services
North Carolina
$12K +$12K +470 New
GEA
430
Glen Eagle Advisors
New Jersey
$10.3K
BWM
431
BerganKDV Wealth Management
Minnesota
$8K -$13.2K -514 -62%
IA
432
Independence Advisors
Pennsylvania
$8K +$6.86K +264 +600%
MWA
433
Moser Wealth Advisors
Washington
$7K +$51 +2 +0.7%
JFA
434
JNBA Financial Advisors
Minnesota
$5K
PMFA
435
Plante Moran Financial Advisors
Michigan
$5K +$5K +204 New
TC
436
Tatro Capital
Kentucky
$5K +$5K +208 New
LCC
437
Lincoln Capital Corp
Rhode Island
$4.69K -$76 -2,928 -2%
SSWG
438
Seven Springs Wealth Group
Tennessee
$4K
TAM
439
Townsend Asset Management
North Carolina
$4K
AAP
440
Arax Advisory Partners
Colorado
$4K
VCM
441
Versant Capital Management
Arizona
$4K +$43 +2 +1%
BFEC
442
Benjamin F. Edwards & Company
Missouri
$4K +$1.18K +46 +42%
Qube Research & Technologies (QRT)
443
Qube Research & Technologies (QRT)
United Kingdom
$3K -$79.7K -3,400 -96%
OSAM
444
O'Shaughnessy Asset Management
Connecticut
$3K +$3K +130 New
DTIM
445
Danda Trouve Investment Management
Kansas
$2K -$43 -2 -2%
NL
446
NWAM LLC
Washington
$1.39K -$1.3K -50,372 -48%
CMA
447
Cedar Mountain Advisors
Oregon
$1K
SPIA
448
Steward Partners Investment Advisory
New York
$1K
BWM
449
Baystate Wealth Management
Massachusetts
$1K +$1K +24 New
VFA
450
Valeo Financial Advisors
Indiana
$1K +$1K +46 New