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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
MA
151
Mutual Advisors
Nebraska
$2.19M +$222K +8,610 +11%
LF
152
LifeSteps Financial
California
$2.18M +$543K +21,092 +33%
PP
153
PrairieView Partners
Minnesota
$2.07M -$82.8K -3,216 -4%
PAG
154
Pinnacle Advisory Group
Maryland
$2.03M -$279K -10,840 -12%
CF
155
Centaurus Financial
California
$1.99M +$84.7K +3,290 +4%
GVAG
156
Great Valley Advisor Group
Delaware
$1.98M +$337K +13,074 +20%
PS
157
Planned Solutions
California
$1.93M +$1.93M +74,874 New
SCA
158
STALEY CAPITAL ADVISERS
Pennsylvania
$1.91M -$216K -8,400 -10%
MCM
159
Mengis Capital Management
Oregon
$1.87M -$273K -10,600 -13%
ISWM
160
Independent Solutions Wealth Management
New York
$1.86M -$324K -12,566 -15%
BCM
161
Blume Capital Management
California
$1.85M -$4.88M -189,502 -72%
WIP
162
Wellesley Investment Partners
Massachusetts
$1.84M +$600K +23,290 +48%
CBFP
163
Cedar Brook Financial Partners
Ohio
$1.83M -$1.3M -50,402 -41%
AHSSHC
164
Adventist Health System Sunbelt Healthcare Corp
Florida
$1.77M +$73.2K +2,840 +4%
MIS
165
Morningstar Investment Services
Illinois
$1.75M +$282K +10,962 +19%
AI
166
Atria Investments
North Carolina
$1.71M -$2.5M -96,944 -59%
RWA
167
Redhawk Wealth Advisors
Minnesota
$1.69M
SFP
168
Strategic Financial Partners
Oregon
$1.67M -$1.91M -74,206 -53%
PAG
169
Private Advisor Group
New Jersey
$1.65M +$1.34M +52,202 +435%
WWM
170
WT Wealth Management
Arizona
$1.64M -$5.99M -232,534 -78%
SFSG
171
Stearns Financial Services Group
North Carolina
$1.64M +$20.3K +790 +1%
OIA
172
OneDigital Investment Advisors
Kansas
$1.59M +$792K +30,736 +99%
PRS
173
Pinkerton Retirement Specialists
Idaho
$1.55M +$1.1M +42,768 +246%
CPIG
174
Chicago Partners Investment Group
Illinois
$1.54M +$1.54M +59,864 New
RA
175
Riversedge Advisors
Delaware
$1.53M +$172K +6,670 +13%