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.

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 Market Value Shares Shares
Change
Shares
Change %
HWA
51
Heartwood Wealth Advisors
Virginia
$14.6M 355,806 +86,850 +32%
RRWA
52
Rainey & Randall Wealth Advisors
Florida
$14.6M 281,910 +1,948 +0.7%
ATI
53
Act Two Investors
California
$14.5M 280,820 +13,157 +5%
DBRC
54
D.B. Root & Company
Pennsylvania
$14.4M 279,725 +28,365 +11%
HighTower Advisors
55
HighTower Advisors
Illinois
$13.9M 268,281 -249,244 -48%
CGL
56
Clarius Group LLC
Washington
$13.6M 263,123 +263,123 New
CFA
57
Cahill Financial Advisors
Minnesota
$13.3M 256,764 +1,805 +0.7%
MAM
58
Marotta Asset Management
Virginia
$12.5M 242,518 -6,371 -3%
CMP
59
Courage Miller Partners
Virginia
$12.5M 241,686 -3,699 -2%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$12.5M 241,593 +57,978 +32%
ACG
61
Allen Capital Group
Nebraska
$12.1M 234,543 +1,019 +0.4%
CM
62
Columbus Macro
Pennsylvania
$11.8M 228,188 +35,544 +18%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$11.6M 224,986 -42,975 -16%
Renaissance Technologies
64
Renaissance Technologies
New York
$11.5M 221,887 +75,287 +51%
Morgan Stanley
65
Morgan Stanley
New York
$11.4M 220,511 +193,404 +713%
SWA
66
SFMG Wealth Advisors
Texas
$11.4M 220,230 -17,506 -7%
Jane Street
67
Jane Street
New York
$11.2M 216,025 +71,987 +50%
BSW
68
Buckingham Strategic Wealth
Missouri
$10.9M 210,777 -62,348 -23%
SIM
69
Sterling Investment Management
Arizona
$10.6M 205,883 +26,444 +15%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$10.4M 201,641 +2,764 +1%
QAM
71
QCI Asset Management
New York
$10.3M 199,901 +199,901 New
CGFA
72
Colton Groome Financial Advisors
North Carolina
$10.3M 199,026 -821,564 -80%
APW
73
Aurora Private Wealth
New Jersey
$9.92M 192,096 -108,157 -36%
CA
74
Cambridge Associates
Massachusetts
$9.86M 191,050
AA
75
Alesco Advisors
New York
$9.39M 181,828 -333,323 -65%