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Schwab Short-Term US Treasury ETF

424 hedge funds and large institutions have $2.93B invested in Schwab Short-Term US Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 167 increasing their positions, 123 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+56
Holders Change %
+15.22%
% of All Funds
8.37%
Holding in Top 10
53
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.85%
% of All Funds
1.05%
New
96
Increased
167
Reduced
123
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
51
Cahill Financial Advisors
Minnesota
$12.3M +$1.14M +45,234 +10%
Wells Fargo
52
Wells Fargo
California
$11.9M +$1.1M +43,626 +10%
CMP
53
Courage Miller Partners
Virginia
$11.9M +$390K +15,442 +3%
CWM
54
Cabot Wealth Management
Massachusetts
$10.8M +$53.3K +2,110 +0.5%
KCM
55
Kathmere Capital Management
Pennsylvania
$10.7M +$10.7M +424,018 New
WCF
56
West Coast Financial
California
$10.3M +$1.79M +70,830 +21%
ATI
57
Act Two Investors
California
$10M +$1.15M +45,570 +13%
Truist Financial
58
Truist Financial
North Carolina
$9.78M +$9.78M +387,386 New
Lido Advisors
59
Lido Advisors
California
$9.46M +$2.69M +106,380 +40%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$9.38M +$1.84M +72,928 +24%
BCM
61
Blume Capital Management
California
$9.23M -$545K -21,588 -6%
Citadel Advisors
62
Citadel Advisors
Florida
$8.69M +$6.03M +239,062 +227%
FIM
63
Freedom Investment Management
Connecticut
$8.58M -$162K -6,412 -2%
JWS
64
Juncture Wealth Strategies
Arizona
$8.35M +$138K +5,484 +2%
DIA
65
Dean Investment Associates
Ohio
$8.22M -$4.8K -190 -0.1%
PAM
66
Peak Asset Management
Colorado
$7.95M -$281K -11,114 -3%
HWA
67
Heartwood Wealth Advisors
Virginia
$7.92M +$7.92M +313,574 New
ECM
68
Evergreen Capital Management
Washington
$7.88M -$9.66M -382,738 -55%
CHJWM
69
Carlton Hofferkamp & Jenks Wealth Management
Texas
$7.67M -$71.7K -2,830 -0.9%
DP
70
Denver PWM
Colorado
$7.46M +$671K +26,582 +10%
WWM
71
WT Wealth Management
Arizona
$7.35M +$697K +27,634 +10%
Citigroup
72
Citigroup
New York
$7.33M +$7.08M +280,522 +2,795%
Mariner
73
Mariner
Kansas
$7.17M +$2.06M +81,754 +40%
AG
74
Advisor Group
Arizona
$7.03M +$1.93M +76,404 +38%
WIA
75
World Investment Advisors
California
$7.01M +$334K +13,250 +5%