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 %
FFN
101
Focus Financial Network
Minnesota
$5.58M 108,335 +108,335 New
UBS Group
102
UBS Group
Switzerland
$5.49M 106,555 +10,863 +11%
LPL Financial
103
LPL Financial
California
$5.44M 105,638 +40,441 +62%
BA
104
Ballast Advisors
Minnesota
$5.41M 105,129 +3,877 +4%
LA
105
LVW Advisors
New York
$5.39M 104,558 +19,976 +24%
IMC Chicago
106
IMC Chicago
Illinois
$5.24M 101,676 +85,256 +519%
Financial Engines Advisors
107
Financial Engines Advisors
California
$5.22M 101,259 -15,868 -14%
FANJ
108
Financial Architects (New Jersey)
New Jersey
$5.07M 98,488 -9,539 -9%
KF
109
Krilogy Financial
Missouri
$4.97M 96,454 +8,589 +10%
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
$4.95M 96,202 +3,844 +4%
SAM
111
SignalPoint Asset Management
Missouri
$4.83M 93,710 -6,330 -6%
JWS
112
Juncture Wealth Strategies
Arizona
$4.8M 93,225 +8,489 +10%
FVWA
113
Foster Victor Wealth Advisors
South Carolina
$4.76M 92,490 +16,310 +21%
LWM
114
Lionsbridge Wealth Management
Florida
$4.62M 89,702 +12,845 +17%
CFD
115
Creative Financial Designs
Indiana
$4.56M 88,450 +81,865 +1,243%
DF
116
Donoghue Forlines
Massachusetts
$4.41M 85,527 -363,462 -81%
KWM
117
Kingsview Wealth Management
Oregon
$4.14M 80,292 -2,674 -3%
WCF
118
West Coast Financial
California
$4.11M 79,859 +3,653 +5%
Luther King Capital Management (LKCM)
119
Luther King Capital Management (LKCM)
Texas
CI
120
Cordant Inc
Oregon
$4.06M 78,831 -1,740 -2%
CA
121
Cambridge Associates
Massachusetts
$3.84M 74,542 -116,508 -61%
DAS
122
Dynamic Advisor Solutions
Arizona
$3.7M 71,814 -9,721 -12%
ICM
123
Islay Capital Management
Texas
$3.57M 69,322 -35,609 -34%
FPB
124
First PREMIER Bank
South Dakota
$3.37M 65,455 -13,640 -17%
LWM
125
Laidlaw Wealth Management
New York
$3.34M 64,888 +17,044 +36%