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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.

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 %
FANJ
101
Financial Architects (New Jersey)
New Jersey
$6.21M +$1.9M +73,640 +44%
APG
102
Abacus Planning Group
South Carolina
$6M +$59.5K +2,302 +1%
JWS
103
Juncture Wealth Strategies
Arizona
$5.86M -$2.69M -104,176 -31%
CIA
104
Compass Ion Advisors
Pennsylvania
$5.6M +$5.6M +216,666 New
FFN
105
Focus Financial Network
Minnesota
$5.58M -$197K -7,630 -3%
FNT
106
First National Trust
Pennsylvania
$5.57M +$934K +36,126 +20%
SAM
107
SignalPoint Asset Management
Missouri
$5.55M +$1.09M +42,232 +25%
KC
108
Kingfisher Capital
North Carolina
$5.27M +$78.4K +3,030 +2%
MFT
109
Moisand Fitzgerald Tamayo
Florida
$5.08M -$1.74M -67,096 -25%
KF
110
Krilogy Financial
Missouri
$4.99M -$517K -19,988 -9%
SPA
111
Sentinel Pension Advisors
Massachusetts
$4.74M +$2.42M +93,402 +104%
BIA
112
Bigelow Investment Advisors
Maine
$4.68M +$258K +9,992 +6%
VWA
113
Visionary Wealth Advisors
Illinois
$4.38M +$4.38M +169,304 New
Cetera Investment Advisers
114
Cetera Investment Advisers
Illinois
$4.3M +$244K +9,420 +6%
LPL Financial
115
LPL Financial
California
$4.19M +$1.38M +53,422 +49%
CAAS
116
Capital Asset Advisory Services
Michigan
$4.15M -$1.53M -59,132 -27%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$4.12M +$2.91M +112,376 +240%
FPB
118
First PREMIER Bank
South Dakota
$4.09M +$1.78M +68,670 +77%
BIP
119
Blueprint Investment Partners
North Carolina
$4.03M +$3.56M +137,648 +756%
KWM
120
Kingsview Wealth Management
Oregon
$3.88M -$1.24M -47,920 -24%
LWM
121
Lionsbridge Wealth Management
Florida
$3.87M -$114K -4,396 -3%
NCM
122
Nelson Capital Management
California
$3.81M -$110K -4,272 -3%
SWA
123
Stratos Wealth Advisors
Ohio
$3.78M -$386K -14,940 -9%
CI
124
Cordant Inc
Oregon
$3.69M -$68.4K -2,646 -2%
HCM
125
Hutchinson Capital Management
California
$3.58M -$136K -5,246 -4%