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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 %
EWA
76
ERTS Wealth Advisors
Michigan
$8.98M 173,980 +19,710 +13%
NFG
77
Next Financial Group
Texas
$8.77M 169,766 +13,730 +9%
MML Investors Services
78
MML Investors Services
Massachusetts
$8.65M 167,512 +119,672 +250%
TFS
79
TrustCore Financial Services
Tennessee
$8.55M 165,661 +129,543 +359%
DIA
80
Dean Investment Associates
Ohio
$8.48M 164,233 -1,230 -0.7%
IA
81
IndexIQ Advisors
New York
$8.19M 158,550 -120,156 -43%
FIM
82
Freedom Investment Management
Connecticut
$7.92M 153,465 -9,206 -6%
Truist Financial
83
Truist Financial
North Carolina
$7.81M 151,311 -94,978 -39%
WWM
84
WT Wealth Management
Arizona
$7.65M 148,165 +11,568 +8%
CHJWM
85
Carlton Hofferkamp & Jenks Wealth Management
Texas
$7.52M 145,757 -3,678 -2%
AWM
86
Avior Wealth Management
Nebraska
$7.3M 141,366 +15,483 +12%
AWM
87
AE Wealth Management
Kansas
$7.28M 141,039 +98,984 +235%
WIA
88
World Investment Advisors
California
$7.2M 139,703 +17,738 +15%
SS
89
Simplicity Solutions
Minnesota
$7.01M 135,788 +128,548 +1,776%
APG
90
Abacus Planning Group
South Carolina
$6.98M 135,264 +19,298 +17%
SSWM
91
Sheets Smith Wealth Management
North Carolina
$6.88M 133,152 +2,936 +2%
BCM
92
Blume Capital Management
California
$6.75M 130,723 -5,416 -4%
FNT
93
First National Trust
Pennsylvania
$6.06M 117,372 +9,803 +9%
Financial Engines Advisors
94
Financial Engines Advisors
California
$6.05M 117,127 -720,325 -86%
MFT
95
Moisand Fitzgerald Tamayo
Florida
$5.97M 115,703 +17,456 +18%
SP
96
Successful Portfolios
Florida
$5.97M 115,585 -5,291 -4%
RRC
97
Relaxing Retirement Coach
Massachusetts
$5.94M 115,061 -50,731 -31%
SHWM
98
Smith & Howard Wealth Management
Georgia
$5.85M 113,328 -31,342 -22%
SPA
99
Sentinel Pension Advisors
Massachusetts
$5.73M 111,004 +19,470 +21%
BIA
100
Bigelow Investment Advisors
Maine
$5.67M 109,867 +19,408 +21%