SCHO icon

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 %
MWA
426
MFA Wealth Advisors
Pennsylvania
$22.1K +$22.1K +858 New
ACA
427
Aptus Capital Advisors
Alabama
$22K
Carson Wealth (CWM LLC)
428
Carson Wealth (CWM LLC)
Nebraska
$22K
DAM
429
Delta Asset Management
Tennessee
$21K
BWA
430
Burt Wealth Advisors
Maryland
$19K -$2.65K -100 -12%
CFGS
431
Concourse Financial Group Securities
Alabama
$19K
First Manhattan
432
First Manhattan
New York
$17K
DI
433
Disciplined Investments
Oklahoma
$17K +$51 +2 +0.3%
ClearBridge Investments
434
ClearBridge Investments
New York
$16K
PCG
435
Private Capital Group
Connecticut
$16K +$474 +18 +3%
VCM
436
Versant Capital Management
Arizona
$16K +$11.3K +446 +240%
EK
437
Evensky & Katz
Florida
$13K -$110K -4,256 -89%
EWM
438
Elmwood Wealth Management
California
$13K -$6.55K -260 -34%
GWM
439
Geneos Wealth Management
Colorado
$13K
CIAS
440
Capital Investment Advisory Services
North Carolina
$12K
SSB
441
Sandy Spring Bank
Maryland
$12K
S
442
SignatureFD
Georgia
$12K +$12K +456 New
GEA
443
Glen Eagle Advisors
New Jersey
$10.3K
BBPWM
444
Blue Bell Private Wealth Management
Pennsylvania
$10K
CAM
445
Costello Asset Management
Pennsylvania
$10K +$10K +372 New
IA
446
Independence Advisors
Pennsylvania
$9K +$651 +24 +8%
BWM
447
BerganKDV Wealth Management
Minnesota
$8K
MAM
448
Meeder Asset Management
Ohio
$8K +$7.79K +290 +3,625%
OPS
449
Orion Portfolio Solutions
Nebraska
$8K +$7.79K +290 +3,625%
BlackRock
450
BlackRock
New York
$6K -$48.7K -1,770 -89%