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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 %
William Blair & Company
451
William Blair & Company
Illinois
$6K -$210K -8,126 -97%
MWA
452
Moser Wealth Advisors
Washington
$5K -$1.33K -48 -21%
BlackRock
453
BlackRock
New York
$5K -$619 -24 -11%
JFA
454
JNBA Financial Advisors
Minnesota
$5K
BFEC
455
Benjamin F. Edwards & Company
Missouri
$5K +$618 +22 +14%
TWA
456
TCI Wealth Advisors
Arizona
$5K +$5K +200 New
AAP
457
Arax Advisory Partners
Colorado
$4K
SSWG
458
Seven Springs Wealth Group
Tennessee
$4K
Qube Research & Technologies (QRT)
459
Qube Research & Technologies (QRT)
United Kingdom
$3K
Koshinski Asset Management
460
Koshinski Asset Management
Illinois
$1.78K +$997 +38,766 +127%
SPIA
461
Steward Partners Investment Advisory
New York
$1K
CMA
462
Cedar Mountain Advisors
Oregon
$1K
Lido Advisors
463
Lido Advisors
California
-$3.2M -124,096 Closed
LBD
464
Landsberg Bennett & Dubbaneh
Florida
-$2.57M -99,408 Closed
FTUS
465
Flow Traders U.S.
New York
-$2.28M -88,300 Closed
OAM
466
Optimal Asset Management
California
-$1.99M -77,182 Closed
HA
467
HC Advisors
Georgia
-$1.91M -73,908 Closed
I
468
INVST
Indiana
-$1.22M -47,226 Closed
PCS
469
Personal CFO Solutions
New Jersey
-$1.15M -44,356 Closed
TFA
470
Transamerica Financial Advisors
Florida
-$1.01M -39,202 Closed
AO
471
Advisor OS
Illinois
-$1.01M -39,042 Closed
QCMC
472
Quantum Capital Management (California)
California
-$955K -36,978 Closed
VCM
473
Virtue Capital Management
Tennessee
-$537K -20,786 Closed
TPA
474
Trivium Point Advisory
Connecticut
-$419K -16,246 Closed
GC
475
Garde Capital
Washington
-$367K -14,222 Closed