SCHO icon

Schwab Short-Term US Treasury ETF

463 hedge funds and large institutions have $4.29B invested in Schwab Short-Term US Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 181 increasing their positions, 169 reducing their positions, and 37 closing their positions.

Holders
463
Holders Change
Holders Change %
0%
% of All Funds
9.37%
Holding in Top 10
57
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.18%
% of All Funds
1.15%
New
42
Increased
181
Reduced
169
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
76
Avior Wealth Management
Nebraska
$8.49M 164,915 +23,549 +17%
DIA
77
Dean Investment Associates
Ohio
$8.46M 164,269 +36 +0%
BSW
78
Buckingham Strategic Wealth
Missouri
$8.36M 162,266 -48,511 -23%
FAAS
79
First Allied Advisory Services
California
$8.27M 160,670 -131,195 -45%
ACG
80
Allen Capital Group
Nebraska
$8.27M 160,632 -73,911 -32%
FIM
81
Freedom Investment Management
Connecticut
$8.18M 158,735 +5,270 +3%
RRC
82
Relaxing Retirement Coach
Massachusetts
$7.71M 149,680 +34,619 +30%
WIA
83
World Investment Advisors
California
$7.49M 145,428 +5,725 +4%
CHJWM
84
Carlton Hofferkamp & Jenks Wealth Management
Texas
$7.26M 141,328 -4,429 -3%
BIA
85
Bigelow Investment Advisors
Maine
$7.1M 137,813 +27,946 +25%
SPA
86
Sentinel Pension Advisors
Massachusetts
$6.97M 135,241 +24,237 +22%
MFT
87
Moisand Fitzgerald Tamayo
Florida
$6.65M 129,192 +13,489 +12%
Truist Financial
88
Truist Financial
North Carolina
$6.57M 127,609 -23,702 -16%
SHWM
89
Smith & Howard Wealth Management
Georgia
$6.56M 127,401 +14,073 +12%
SSWM
90
Sheets Smith Wealth Management
North Carolina
$6.53M 126,777 -6,375 -5%
FNT
91
First National Trust
Pennsylvania
$6.36M 123,471 +6,099 +5%
SF
92
Synovus Financial
Georgia
$6.29M 122,146 +23,686 +24%
SP
93
Successful Portfolios
Florida
$6.26M 121,607 +6,022 +5%
NCM
94
Nelson Capital Management
California
$6.23M 120,896 +48,026 +66%
MA
95
Modus Advisors
Minnesota
$6.21M 120,650 +36,977 +44%
Deutsche Bank
96
Deutsche Bank
Germany
$6.21M 120,584 +81,195 +206%
KC
97
Kingfisher Capital
North Carolina
$6.13M 119,039 +10,012 +9%
SWA
98
Stratos Wealth Advisors
Ohio
$5.95M 115,507 +35,669 +45%
CM
99
Columbus Macro
Pennsylvania
$5.87M 113,922 -114,266 -50%
AF
100
Advisornet Financial
Minnesota
$5.6M 108,818 -483,595 -82%