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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.

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 Market Value Shares Shares
Change
Shares
Change %
TCPWM
26
Traverso Chambers Private Wealth Management
California
$26.3M 510,141 +61,457 +14%
UCFA
27
United Capital Financial Advisors
Texas
$25.7M 499,392 +46,748 +10%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$25.7M 499,146 -102,266 -17%
CF
29
Corrigan Financial
Rhode Island
$25.6M 497,108 +28,838 +6%
DW
30
Domani Wealth
Pennsylvania
$24.1M 468,518 -5,151 -1%
Mariner
31
Mariner
Kansas
$22.1M 429,228 +40,503 +10%
5L
32
55I LLC
Massachusetts
$22.1M 428,153 -365,310 -46%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$20.8M 404,768 +81,384 +25%
Citigroup
34
Citigroup
New York
$19M 369,489 -2,505 -0.7%
LIM
35
Leavell Investment Management
Alabama
$18.7M 363,511 +7,354 +2%
RC
36
Roundview Capital
New Jersey
$18.6M 361,815 -5,097 -1%
STA
37
Summit Trail Advisors
New York
$17.8M 346,469 -427,175 -55%
ATI
38
Act Two Investors
California
$16.9M 329,054 +48,234 +17%
TFS
39
TrustCore Financial Services
Tennessee
$16.9M 328,658 +162,997 +98%
FAIM
40
Financial Advocates Investment Management
Washington
$16.9M 327,251 -5,595 -2%
Renaissance Technologies
41
Renaissance Technologies
New York
$14.9M 289,600 +67,713 +31%
HWA
42
Heartwood Wealth Advisors
Virginia
$14.6M 284,391 -71,415 -20%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$14.6M 283,406 +282,793 +46,133%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$14.5M 282,510 +40,917 +17%
SWM
45
Strategic Wealth Management
Washington
$14.4M 279,400 -103,910 -27%
DBRC
46
D.B. Root & Company
Pennsylvania
$14.1M 274,340 -5,385 -2%
RRWA
47
Rainey & Randall Wealth Advisors
Florida
$14.1M 273,024 -8,886 -3%
PFA
48
Paradigm Financial Advisors
Missouri
$13.9M 270,297 +270,297 New
HighTower Advisors
49
HighTower Advisors
Illinois
$13.9M 270,139 +1,858 +0.7%
MAM
50
Marotta Asset Management
Virginia
$13.8M 268,922 +26,404 +11%