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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 %
AWE
176
Avidian Wealth Enterprises
Texas
$1.76M +$1.55M +59,916 +748%
MA
177
Mutual Advisors
Nebraska
$1.67M -$909K -35,140 -35%
AHSSHC
178
Adventist Health System Sunbelt Healthcare Corp
Florida
$1.63M +$1.63M +62,828 New
AWS
179
Arkfeld Wealth Strategies
Nebraska
$1.6M -$11.2M -434,982 -88%
WWM
180
Windsor Wealth Management
Indiana
$1.57M -$391K -15,100 -20%
GVAG
181
Great Valley Advisor Group
Delaware
$1.56M -$94.5K -3,658 -6%
CA
182
Cambridge Advisors
Nebraska
$1.54M +$109K +4,210 +8%
TSS
183
Two Sigma Securities
New York
$1.51M +$1.51M +58,528 New
TPA
184
Trivium Point Advisory
Connecticut
$1.47M +$1.47M +57,048 New
WC
185
Waterloo Capital
Texas
$1.45M +$1.45M +56,112 New
TF
186
Trek Financial
Arizona
$1.45M +$271K +10,470 +23%
PCIA
187
Prime Capital Investment Advisors
Kansas
$1.41M -$3.68M -142,312 -72%
Morgan Stanley
188
Morgan Stanley
New York
$1.4M -$504K -19,482 -26%
PSUF
189
People's United Financial
Connecticut
$1.38M -$413K -15,982 -23%
BOM
190
Bank of Marin
California
$1.38M -$31.3K -1,212 -2%
SFA
191
Sequoia Financial Advisors
Ohio
$1.32M -$20.1K -776 -1%
DT
192
Diversified Trust
Tennessee
$1.32M +$803K +31,050 +155%
TIM
193
Tortoise Investment Management
New York
$1.32M -$193K -7,474 -13%
AA
194
Ancora Advisors
Ohio
$1.29M +$1.29M +50,000 New
PCWA
195
Pacific Capital Wealth Advisors
California
$1.28M +$103 +4 +0%
SWM
196
SeaCrest Wealth Management
New York
$1.27M -$62K -2,398 -5%
ADL
197
Asset Dedication LLC
California
$1.27M +$1.26M +48,798 +21,217%
CWM
198
Centric Wealth Management
Illinois
$1.26M +$993K +39,214 +374%
TCM
199
Twele Capital Management
Minnesota
$1.24M -$250K -9,654 -17%
CAN
200
Cetera Advisor Networks
California
$1.23M +$1.23M +47,608 New