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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.

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 Market Value Shares Shares
Change
Shares
Change %
REMPR
26
Roof Eidam Maycock Peralta (REMP)
California
$29.2M 565,880 +217,840 +63%
RWP
27
Reliant Wealth Planning
Kentucky
$27.9M 540,559 +6,813 +1%
MIM
28
Morningstar Investment Management
Illinois
$27.9M 539,493 +27,743 +5%
HCM
29
Hilton Capital Management
New York
$27.8M 538,376 -2,443,632 -82%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$27.7M 536,766 +228,662 +74%
MWM
31
MinichMacGregor Wealth Management
New York
$27M 523,350 +523,350 New
DW
32
Domani Wealth
Pennsylvania
$24.5M 473,669 -59,516 -11%
CF
33
Corrigan Financial
Rhode Island
$24.2M 468,270 +565 +0.1%
CIC
34
Carnegie Investment Counsel
Ohio
$24.2M 468,028 -93,171 -17%
UCFA
35
United Capital Financial Advisors
Texas
$23.4M 452,644 -70,173 -13%
DF
36
Donoghue Forlines
Massachusetts
$23.2M 448,989 -457,896 -50%
TCPWM
37
Traverso Chambers Private Wealth Management
California
$23.2M 448,684 +23,098 +5%
BSB
38
Bangor Savings Bank
Maine
$20.6M 398,947 -205,286 -34%
Mariner
39
Mariner
Kansas
$20.1M 388,725 +54,252 +16%
SWM
40
Strategic Wealth Management
Washington
$19.8M 383,310 +383,310 New
Citigroup
41
Citigroup
New York
$19.2M 371,994 +105,536 +40%
RC
42
Roundview Capital
New Jersey
$18.9M 366,912 +11,705 +3%
LIM
43
Leavell Investment Management
Alabama
$18.4M 356,157 +32,984 +10%
PPW
44
Pasadena Private Wealth
California
$17.2M 333,077 -36,065 -10%
FAIM
45
Financial Advocates Investment Management
Washington
$17.2M 332,846 -6,604 -2%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$16.7M 323,384 +36,207 +13%
FAAS
47
First Allied Advisory Services
California
$15.1M 291,865 +3,378 +1%
FCA
48
FLC Capital Advisors
California
$15M 291,258 -354,862 -55%
ACM
49
AlphaStar Capital Management
North Carolina
$15M 290,631 +281,277 +3,007%
UWM
50
USAdvisors Wealth Management
Minnesota
$14.7M 285,024 -60,740 -18%