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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 %
PAG
151
Pinnacle Advisory Group
Maryland
$2.32M -$51.1M -1,978,058 -96%
S
152
Surevest
California
$2.31M +$162K +6,288 +8%
PMG
153
ProVise Management Group
Florida
$2.29M +$52 +2 +0%
FTUS
154
Flow Traders U.S.
New York
$2.28M +$1.98M +76,742 +664%
CIP
155
Capital Insight Partners
Arizona
$2.21M +$2.21M +85,684 New
MWM
156
MBE Wealth Management
Wisconsin
$2.19M +$222K +8,622 +11%
ISWM
157
Independent Solutions Wealth Management
New York
$2.19M +$229K +8,874 +12%
BEI
158
Benjamin Edwards Inc
Missouri
$2.18M -$4.47M -173,082 -67%
CW
159
CreativeOne Wealth
Kansas
$2.17M -$350K -13,548 -14%
PP
160
PrairieView Partners
Minnesota
$2.16M -$368K -14,256 -15%
MCM
161
Mengis Capital Management
Oregon
$2.15M -$1.15M -44,368 -35%
SCA
162
STALEY CAPITAL ADVISERS
Pennsylvania
$2.13M +$56.8K +2,200 +3%
Deutsche Bank
163
Deutsche Bank
Germany
$2.03M +$1.23M +47,778 +154%
AWMG
164
Alliance Wealth Management Group
New Jersey
$2.03M +$1.23M +47,474 +153%
TCM
165
Towercrest Capital Management
Pennsylvania
$2.03M +$1.23M +47,474 +153%
OAM
166
Optimal Asset Management
California
$1.99M +$1.58M +61,192 +383%
MA
167
Mutual Advisors
Nebraska
$1.97M +$304K +11,766 +18%
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$1.95M -$2.16M -83,746 -53%
CF
169
Centaurus Financial
California
$1.91M +$1.68M +64,954 +710%
HA
170
HC Advisors
Georgia
$1.91M +$1.91M +73,908 New
MA
171
MUFG Americas
New York
$1.9M +$169K +3,688 +10%
VWA
172
Visionary Wealth Advisors
Illinois
$1.83M -$2.54M -98,552 -58%
AHSSHC
173
Adventist Health System Sunbelt Healthcare Corp
Florida
$1.7M +$75K +2,906 +5%
RWA
174
Redhawk Wealth Advisors
Minnesota
$1.7M -$9.17M -355,400 -84%
MAFM
175
Mid Atlantic Financial Management
Pennsylvania
$1.7M -$1.46M -56,428 -46%