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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 %
GVAG
176
Great Valley Advisor Group
Delaware
$1.65M +$94.4K +3,660 +6%
LF
177
LifeSteps Financial
California
$1.64M +$1.43M +55,484 +680%
SFSG
178
Stearns Financial Services Group
North Carolina
$1.62M -$986K -38,204 -38%
RIM
179
Rockbridge Investment Management
New York
$1.61M +$1.61M +62,342 New
CA
180
Cambridge Advisors
Nebraska
$1.56M +$20.6K +800 +1%
LFA
181
Landmark Financial Advisors
Kentucky
$1.5M -$595K -23,092 -28%
Millennium Management
182
Millennium Management
New York
$1.48M +$1.48M +57,286 New
MIS
183
Morningstar Investment Services
Illinois
$1.47M +$283K +10,980 +24%
AWS
184
AJ Wealth Strategies
New York
$1.43M +$692K +26,812 +94%
WWM
185
Windsor Wealth Management
Indiana
$1.41M -$151K -5,858 -10%
Baird Financial Group
186
Baird Financial Group
Wisconsin
$1.39M +$465K +18,000 +50%
SFA
187
Sequoia Financial Advisors
Ohio
$1.39M +$73.5K +2,848 +6%
RPG
188
Resource Planning Group
Georgia
$1.37M +$1.37M +52,920 New
AWS
189
Arkfeld Wealth Strategies
Nebraska
$1.36M -$236K -9,132 -15%
RA
190
Riversedge Advisors
Delaware
$1.36M +$384K +14,862 +39%
BOM
191
Bank of Marin
California
$1.35M -$23.5K -910 -2%
CA
192
Clearstead Advisors
Ohio
$1.33M +$1.33M +51,478 New
MA
193
Menlo Advisors
California
$1.33M +$1.33M +51,360 New
MA
194
MCF Advisors
Kentucky
$1.31M -$1.42M -55,164 -52%
PCWA
195
Pacific Capital Wealth Advisors
California
$1.28M
UCMOK
196
United Capital Management of KS
Kansas
$1.25M +$306K +11,844 +33%
WIP
197
Wellesley Investment Partners
Massachusetts
$1.24M +$576K +22,326 +87%
SWM
198
SeaCrest Wealth Management
New York
$1.24M -$23.4K -906 -2%
LWAC
199
Laurel Wealth Advisors (California)
California
$1.24M +$24.8K +962 +2%
TF
200
Trek Financial
Arizona
$1.23M -$210K -8,136 -15%