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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 %
Citadel Advisors
151
Citadel Advisors
Florida
$2.51M -$6.4M -247,326 -72%
MML Investors Services
152
MML Investors Services
Massachusetts
$2.48M +$1.98M +76,462 +398%
LWM
153
Laidlaw Wealth Management
New York
$2.47M +$1.48M +57,302 +151%
ICM
154
Islay Capital Management
Texas
$2.44M +$702K +27,150 +40%
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$2.35M +$386K +14,920 +20%
TC
156
TownSquare Capital
Utah
$2.35M +$2.04M +79,114 +671%
GIA
157
Gladstone Institutional Advisory
Florida
$2.33M -$1.85M -71,596 -44%
PMG
158
ProVise Management Group
Florida
$2.29M -$701K -27,086 -23%
RFC
159
Regions Financial Corp
Alabama
$2.2M +$2.2M +85,000 New
AWM
160
AE Wealth Management
Kansas
$2.18M +$418K +16,160 +24%
S
161
Surevest
California
$2.15M +$1.89M +72,916 +703%
LFA
162
Landmark Financial Advisors
Kentucky
$2.1M -$352K -13,604 -14%
BFG
163
Bouchey Financial Group
New York
$2.09M -$69K -2,668 -3%
SCA
164
STALEY CAPITAL ADVISERS
Pennsylvania
$2.08M +$25.9K +1,000 +1%
FMC
165
First Merchants Corp
Indiana
$2.05M +$2.05M +79,196 New
CBFP
166
Cedar Brook Financial Partners
Ohio
$2M +$1.57M +60,582 +364%
MWM
167
MBE Wealth Management
Wisconsin
$1.97M +$67.5K +2,608 +4%
ETS
168
ESL Trust Services
New York
$1.97M
ISWM
169
Independent Solutions Wealth Management
New York
$1.96M +$34.6K +1,338 +2%
TW
170
TrinityPoint Wealth
Connecticut
$1.96M +$854K +33,030 +77%
AWA
171
Arete Wealth Advisors
Illinois
$1.91M -$208K -8,042 -10%
TFS
172
TrustCore Financial Services
Tennessee
$1.87M +$47.9K +1,854 +3%
SWM
173
SVA Wealth Management
Wisconsin
$1.85M -$26.5K -1,024 -1%
DAS
174
Dynamic Advisor Solutions
Arizona
$1.84M -$3.08M -119,026 -63%
AIM
175
AMI Investment Management
Indiana
$1.79M -$2.85K -110 -0.2%