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 %
NS
476
NewDay Solutions
New Hampshire
-$712K -27,576 Closed
SA
477
Strategic Advisors
New York
-$711K -27,542 Closed
BCMO
478
Buckingham Capital Management (Ohio)
Ohio
-$648K -25,040 Closed
MAS
479
Managed Account Services
Florida
-$631K -24,436 Closed
CWM
480
Chicago Wealth Management
Illinois
-$530K -20,476 Closed
HF
481
HRT Financial
New York
-$496K -19,200 Closed
KLI
482
Kelman-Lazarov Inc
Tennessee
-$406K -15,678 Closed
HWMG
483
Hurlow Wealth Management Group
Indiana
-$380K -14,692 Closed
SW
484
SkyOak Wealth
Michigan
-$351K -13,568 Closed
PFA
485
Pinnacle Family Advisors
Missouri
-$324K -12,516 Closed
3AM
486
3EDGE Asset Management
Florida
-$278K -10,744 Closed
RPGK
487
Retirement Planning Group (Kansas)
Kansas
-$277K -10,702 Closed
CAM
488
Cresset Asset Management
Illinois
-$275K -10,644 Closed
FGAM
489
Financial Gravity Asset Management
Texas
-$239K -9,262 Closed
WWM
490
Western Wealth Management
Colorado
-$214K -8,284 Closed
WAP
491
Wealthcare Advisory Partners
Pennsylvania
-$111K -4,306 Closed
TRCT
492
Tower Research Capital (TRC)
New York
-$36K -1,400 Closed
WT
493
Washington Trust
Rhode Island
-$33K -1,292 Closed
ASN
494
Advisory Services Network
Georgia
-$33K -1,270 Closed
EWM
495
EPG Wealth Management
Georgia
-$30K -1,170 Closed
BMM
496
Berkshire Money Management
Massachusetts
-$27K -1,062 Closed
JHCP
497
Jackson Hole Capital Partners
Oklahoma
-$23K -900 Closed
AIC
498
Ameritas Investment Company
Nebraska
-$21K -810 Closed
JCM
499
Jacobi Capital Management
Pennsylvania
-$14K -540 Closed
TC
500
Tatro Capital
Kentucky
-$5K -208 Closed