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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 %
AssetMark Inc
26
AssetMark Inc
California
$32.1M +$32.1M +1,239,216 New
BSB
27
Bangor Savings Bank
Maine
$31.3M +$1.92M +74,354 +7%
VCM
28
Vivaldi Capital Management
Illinois
$31.2M +$31.2M +1,204,686 New
MWP
29
Meridian Wealth Partners
Pennsylvania
$29.6M +$3.81M +147,190 +15%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$29.4M -$858K -33,188 -3%
CIC
31
Carnegie Investment Counsel
Ohio
$29M +$14.2M +547,776 +95%
BOPW
32
Brandywine Oak Private Wealth
Pennsylvania
$28.1M -$4.88M -188,508 -15%
RWP
33
Reliant Wealth Planning
Kentucky
$27.6M +$27.6M +1,067,492 New
DW
34
Domani Wealth
Pennsylvania
$27.6M +$4.32M +167,152 +19%
UCFA
35
United Capital Financial Advisors
Texas
$27M +$1.32M +50,904 +5%
Stifel Financial
36
Stifel Financial
Missouri
$26.9M -$14.1M -548,546 -34%
HighTower Advisors
37
HighTower Advisors
Illinois
$26.8M +$1.27M +49,064 +5%
AA
38
Alesco Advisors
New York
$26.6M -$1.79M -69,354 -6%
MIM
39
Morningstar Investment Management
Illinois
$26.5M +$10.8M +418,896 +69%
CF
40
Corrigan Financial
Rhode Island
$24.2M +$1.03M +39,928 +4%
TCPWM
41
Traverso Chambers Private Wealth Management
California
$22M +$22M +851,172 New
AF
42
Advisornet Financial
Minnesota
$21.6M +$15.2M +587,684 +238%
PPW
43
Pasadena Private Wealth
California
$19.1M +$19.1M +738,284 New
RC
44
Roundview Capital
New Jersey
$18.4M +$2.06M +79,824 +13%
REMPR
45
Roof Eidam Maycock Peralta (REMP)
California
$18M +$17.4M +672,150 +2,809%
UWM
46
USAdvisors Wealth Management
Minnesota
$17.9M +$2.9M +111,950 +19%
Mariner
47
Mariner
Kansas
$17.3M +$9.96M +384,924 +136%
STA
48
Summit Trail Advisors
New York
$17M +$17M +657,000 New
LIM
49
Leavell Investment Management
Alabama
$16.7M -$252K -9,748 -1%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$15.9M -$3.45M -133,210 -18%