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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
WCF
126
West Coast Financial
California
$3.94M -$4.78M -185,114 -55%
FVWA
127
Foster Victor Wealth Advisors
South Carolina
$3.93M +$1.08M +42,022 +38%
Citadel Advisors
128
Citadel Advisors
Florida
$3.83M +$1.32M +51,054 +53%
LCC
129
Lincoln Capital Corp
Rhode Island
$3.82M -$863K -33,450 -18%
CWM
130
Centric Wealth Management
Illinois
$3.81M +$2.52M +97,696 +197%
NCM
131
Nelson Capital Management
California
$3.76M -$41.4K -1,602 -1%
SFP
132
Strategic Financial Partners
Oregon
$3.59M -$6.48M -251,186 -64%
BDF
133
Black Diamond Financial
Maryland
$3.5M -$3.45M -133,622 -50%
HCM
134
Hutchinson Capital Management
California
$3.43M -$144K -5,566 -4%
LPL Financial
135
LPL Financial
California
$3.37M -$820K -31,756 -20%
PAM
136
Peak Asset Management
Colorado
$3.31M +$395K +15,282 +14%
Lido Advisors
137
Lido Advisors
California
$3.2M -$7M -271,164 -69%
GCA
138
Gradient Capital Advisors
California
$3.19M -$115K -4,456 -3%
CBFP
139
Cedar Brook Financial Partners
Ohio
$3.14M +$1.14M +44,262 +57%
HSA
140
HBK Sorce Advisory
Pennsylvania
$3.11M -$222K -8,608 -7%
ECM
141
Evergreen Capital Management
Washington
$3.03M +$474K +18,346 +19%
NCM
142
Northwest Capital Management
Oregon
$2.99M +$17.2K +666 +0.6%
MCM
143
Maxim Capital Management
California
$2.79M -$398K -15,440 -13%
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$2.76M +$413K +15,990 +18%
BFPW
145
BOK Financial Private Wealth
Colorado
$2.71M -$101K -3,926 -4%
SCM
146
Seascape Capital Management
New Hampshire
$2.62M -$284K -10,986 -10%
LBD
147
Landsberg Bennett & Dubbaneh
Florida
$2.57M -$977K -37,854 -28%
FMC
148
First Merchants Corp
Indiana
$2.55M +$507K +19,656 +25%
LWM
149
Laidlaw Wealth Management
New York
$2.47M +$9.04K +350 +0.4%
TW
150
TrinityPoint Wealth
Connecticut
$2.37M +$413K +15,994 +21%