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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 %
ACI
476
Alpha Cubed Investments
California
-$335K -12,984 Closed
FA
477
FDx Advisors
Illinois
-$323K -12,502 Closed
GIA
478
Gladstone Institutional Advisory
Florida
-$317K -12,272 Closed
FWM
479
Filbrandt Wealth Management
Wisconsin
-$306K -11,838 Closed
WS
480
Wedbush Securities
California
-$300K -11,604 Closed
AA
481
Advisory Alpha
Michigan
-$260K -10,118 Closed
WLIM
482
White Lighthouse Investment Management
Massachusetts
-$242K -9,382 Closed
FHB
483
First Hawaiian Bank
Hawaii
-$227K -8,800 Closed
TCWM
484
Total Clarity Wealth Management
Illinois
-$223K -8,650 Closed
WA
485
Waverly Advisors
Alabama
-$215K -8,334 Closed
PO
486
Private Ocean
California
-$214K -8,296 Closed
NC
487
NovaPoint Capital
Georgia
-$212K -8,210 Closed
BCA
488
Bay Colony Advisors
Massachusetts
-$203K -7,876 Closed
SIM
489
Sonora Investment Management
Arizona
-$92K -3,580 Closed
TC
490
Truvestments Capital
Florida
-$42K -1,640 Closed
THWM
491
Taylor Hoffman Wealth Management
Virginia
-$37K -1,428 Closed
GI
492
Gradient Investments
Minnesota
-$32K -1,250 Closed
Fifth Third Bancorp
493
Fifth Third Bancorp
Ohio
-$32K -1,232 Closed
MWA
494
MFA Wealth Advisors
Pennsylvania
-$22.1K -858 Closed
ClearBridge Investments
495
ClearBridge Investments
New York
-$16K -636 Closed
S
496
SignatureFD
Georgia
-$12K -456 Closed
OPS
497
Orion Portfolio Solutions
Nebraska
-$8K -298 Closed
TAM
498
Townsend Asset Management
North Carolina
-$4K -160 Closed