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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.

New
Increased
Maintained
Reduced
Closed
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 %
LBD
126
Landsberg Bennett & Dubbaneh
Florida
$3.55M +$3.55M +137,262 New
WP
127
WealthSource Partners
California
$3.53M -$838K -32,410 -19%
CWM
128
Confluence Wealth Management
Oregon
$3.36M +$2.68M +103,646 +396%
HSA
129
HBK Sorce Advisory
Pennsylvania
$3.34M +$741K +28,656 +29%
GCA
130
Gradient Capital Advisors
California
$3.31M -$1.53M -59,002 -32%
MCM
131
Mengis Capital Management
Oregon
$3.3M -$31K -1,200 -0.9%
LA
132
LVW Advisors
New York
$3.23M -$243K -9,378 -7%
BCM
133
Brookstone Capital Management
Illinois
$3.22M +$3.22M +124,602 New
MCM
134
Maxim Capital Management
California
$3.19M +$782K +30,236 +32%
PCS
135
Personal CFO Solutions
New Jersey
$3.18M +$3.18M +122,856 New
MAFM
136
Mid Atlantic Financial Management
Pennsylvania
$3.16M +$708K +27,356 +29%
APA
137
American Portfolios Advisors
New York
$3.1M +$2.32M +89,642 +297%
NCM
138
Northwest Capital Management
Oregon
$2.98M +$198K +7,666 +7%
PAM
139
Peak Asset Management
Colorado
$2.92M -$5.22M -201,970 -64%
SCM
140
Seascape Capital Management
New Hampshire
$2.91M -$480K -18,562 -14%
FVWA
141
Foster Victor Wealth Advisors
South Carolina
$2.85M +$204K +7,896 +8%
CWM
142
Cabot Wealth Management
Massachusetts
$2.82M -$8.26M -319,332 -75%
BFPW
143
BOK Financial Private Wealth
Colorado
$2.82M -$924K -35,742 -25%
FAM
144
Foothills Asset Management
Arizona
$2.8M -$109K -4,228 -4%
MA
145
MCF Advisors
Kentucky
$2.74M +$7.19K +278 +0.3%
HI
146
Harrington Investments
California
$2.73M +$227K +8,772 +9%
SFSG
147
Stearns Financial Services Group
North Carolina
$2.62M -$16.6M -640,206 -86%
ECM
148
Evergreen Capital Management
Washington
$2.56M -$5.51M -213,204 -68%
PP
149
PrairieView Partners
Minnesota
$2.53M -$470K -18,184 -16%
CW
150
CreativeOne Wealth
Kansas
$2.52M +$98.1K +3,794 +4%