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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 %
CM
76
Columbus Macro
Pennsylvania
$9.97M -$4.94M -191,086 -33%
CA
77
Cambridge Associates
Massachusetts
$9.7M +$9.7M +382,100 New
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$9.5M -$108K -4,190 -1%
SIM
79
Sterling Investment Management
Arizona
$9.28M -$3.49M -135,114 -27%
Bank of New York Mellon
80
Bank of New York Mellon
New York
$8.92M +$2.27M +87,714 +34%
WCF
81
West Coast Financial
California
$8.73M -$1.78M -68,882 -17%
RRC
82
Relaxing Retirement Coach
Massachusetts
$8.58M -$7.74M -299,342 -47%
DIA
83
Dean Investment Associates
Ohio
$8.56M +$137K +5,294 +2%
FIM
84
Freedom Investment Management
Connecticut
$8.23M -$364K -14,392 -4%
NFG
85
Next Financial Group
Texas
$8.07M +$7.78M +300,618 +2,625%
EWA
86
ERTS Wealth Advisors
Michigan
$7.98M +$6.15M +237,644 +335%
CHJWM
87
Carlton Hofferkamp & Jenks Wealth Management
Texas
$7.72M -$98.7K -3,820 -1%
Renaissance Technologies
88
Renaissance Technologies
New York
$7.58M -$5.82M -225,092 -43%
SHWM
89
Smith & Howard Wealth Management
Georgia
$7.48M +$852K +32,944 +13%
Jane Street
90
Jane Street
New York
$7.45M -$8.89M -343,842 -54%
VNA
91
Valley National Advisers
Pennsylvania
$7.08M +$6.86M +265,210 +3,156%
WWM
92
WT Wealth Management
Arizona
$7.07M -$470K -18,160 -6%
BCM
93
Blume Capital Management
California
$7.04M -$2.42M -93,462 -26%
BDF
94
Black Diamond Financial
Maryland
$6.96M +$2.45M +94,626 +54%
CTC
95
Central Trust Company
Missouri
$6.91M +$6.9M +266,604 +42,184%
SSWM
96
Sheets Smith Wealth Management
North Carolina
$6.74M +$775K +29,962 +13%
BEI
97
Benjamin Edwards Inc
Missouri
$6.66M +$373K +14,404 +6%
AWM
98
Avior Wealth Management
Nebraska
$6.51M -$275K -10,652 -4%
WIA
99
World Investment Advisors
California
$6.31M -$878K -33,950 -12%
SP
100
Successful Portfolios
Florida
$6.25M +$729K +28,200 +13%