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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 %
BC
101
Brinker Capital
Pennsylvania
$5.64M 109,200 -571,492 -84%
KC
102
Kingfisher Capital
North Carolina
$5.63M 109,027 +7,196 +7%
FANJ
103
Financial Architects (New Jersey)
New Jersey
$5.58M 108,027 -12,006 -10%
AWE
104
Avidian Wealth Enterprises
Texas
$5.42M 104,965 +71,001 +209%
ICM
105
Islay Capital Management
Texas
$5.42M 104,931 +57,807 +123%
BA
106
Ballast Advisors
Minnesota
$5.23M 101,252 +82,367 +436%
SAM
107
SignalPoint Asset Management
Missouri
$5.17M 100,040 -7,175 -7%
SF
108
Synovus Financial
Georgia
$5.08M 98,460 -119,677 -55%
UBS Group
109
UBS Group
Switzerland
$4.94M 95,692 -664,596 -87%
BCM
110
Brookstone Capital Management
Illinois
$4.89M 94,695 +32,394 +52%
Cetera Investment Advisers
111
Cetera Investment Advisers
Illinois
$4.77M 92,358 +9,335 +11%
KF
112
Krilogy Financial
Missouri
$4.54M 87,865 -8,519 -9%
HI
113
Harrington Investments
California
$4.41M 85,333 +32,609 +62%
JWS
114
Juncture Wealth Strategies
Arizona
$4.38M 84,736 -28,558 -25%
LA
115
LVW Advisors
New York
$4.37M 84,582 +22,122 +35%
CWM
116
Confluence Wealth Management
Oregon
$4.33M 83,801 +18,875 +29%
MA
117
Modus Advisors
Minnesota
$4.32M 83,673 +71,272 +575%
KWM
118
Kingsview Wealth Management
Oregon
$4.28M 82,966 +8,054 +11%
Bank of New York Mellon
119
Bank of New York Mellon
New York
$4.28M 82,824 -89,592 -52%
AI
120
Atria Investments
North Carolina
$4.22M 81,650 +81,650 New
DAS
121
Dynamic Advisor Solutions
Arizona
$4.21M 81,535 +46,012 +130%
CI
122
Cordant Inc
Oregon
$4.16M 80,571 +9,316 +13%
SWA
123
Stratos Wealth Advisors
Ohio
$4.12M 79,838 +6,690 +9%
FPB
124
First PREMIER Bank
South Dakota
$4.08M 79,095
LWM
125
Lionsbridge Wealth Management
Florida
$3.97M 76,857 +2,108 +3%