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Schwab Short-Term US Treasury ETF

456 hedge funds and large institutions have $4.18B invested in Schwab Short-Term US Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 171 increasing their positions, 176 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+32
Holders Change %
+7.55%
% of All Funds
10.07%
Holding in Top 10
80
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+50.94%
% of All Funds
1.77%
New
67
Increased
171
Reduced
176
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FAIM
51
Financial Advocates Investment Management
Washington
$15.7M +$3.66M +158,842 +31%
APW
52
Aurora Private Wealth
New Jersey
$15.5M +$12.1M +468,978 +357%
FAAS
53
First Allied Advisory Services
California
$14.9M -$1.92M -74,056 -11%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$14.9M -$16M -617,998 -52%
RRWA
55
Rainey & Randall Wealth Advisors
Florida
$14.5M +$13.2M +508,936 +998%
IA
56
IndexIQ Advisors
New York
$14.4M +$7.23M +279,646 +101%
BSW
57
Buckingham Strategic Wealth
Missouri
$14.1M -$11M -424,134 -44%
HWA
58
Heartwood Wealth Advisors
Virginia
$13.9M +$5.8M +224,338 +72%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$13.9M +$7.24M +279,934 +109%
ATI
60
Act Two Investors
California
$13.8M +$3.55M +137,302 +34%
Citigroup
61
Citigroup
New York
$13.8M +$6.27M +242,356 +83%
CFA
62
Cahill Financial Advisors
Minnesota
$13.2M +$580K +22,434 +5%
DBRC
63
D.B. Root & Company
Pennsylvania
$13M -$431K -16,678 -3%
KCM
64
Kathmere Capital Management
Pennsylvania
$13M +$2.03M +78,556 +19%
MAM
65
Marotta Asset Management
Virginia
$12.9M -$1.22M -47,152 -9%
Truist Financial
66
Truist Financial
North Carolina
$12.7M +$2.72M +105,192 +27%
CMP
67
Courage Miller Partners
Virginia
$12.7M +$550K +21,270 +5%
SWA
68
SFMG Wealth Advisors
Texas
$12.3M +$12M +465,464 +4,651%
ACG
69
Allen Capital Group
Nebraska
$12.1M -$2.73M -105,464 -18%
SF
70
Synovus Financial
Georgia
$11.3M +$10.2M +393,884 +929%
FEG
71
Fund Evaluation Group
Ohio
$11.1M -$2.71M -104,860 -20%
RWA
72
Redhawk Wealth Advisors
Minnesota
$10.9M +$10.9M +421,076 New
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$10.3M +$6.07M +234,742 +144%
Lido Advisors
74
Lido Advisors
California
$10.2M +$530K +20,506 +5%
SFP
75
Strategic Financial Partners
Oregon
$10.1M +$5.55M +214,552 +122%