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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 %
RIM
176
Rockbridge Investment Management
New York
$1.53M -$79.7K -3,094 -5%
BDF
177
Black Diamond Financial
Maryland
$1.5M -$2M -77,532 -57%
PCM
178
Parsons Capital Management
Rhode Island
$1.48M +$1.48M +57,450 New
MA
179
MCF Advisors
Kentucky
$1.45M +$138K +5,358 +11%
AWS
180
AJ Wealth Strategies
New York
$1.43M
SFA
181
Sequoia Financial Advisors
Ohio
$1.42M +$27K +1,048 +2%
APA
182
American Portfolios Advisors
New York
$1.41M +$595K +23,116 +73%
Baird Financial Group
183
Baird Financial Group
Wisconsin
$1.39M
Creative Planning
184
Creative Planning
Kansas
$1.39M +$649K +25,200 +87%
AWS
185
Arkfeld Wealth Strategies
Nebraska
$1.35M -$6.07K -236 -0.4%
BOM
186
Bank of Marin
California
$1.35M -$2.73K -106 -0.2%
MA
187
Menlo Advisors
California
$1.32M -$5.15K -200 -0.4%
UCMOK
188
United Capital Management of KS
Kansas
$1.31M +$68.1K +2,644 +5%
SWM
189
SeaCrest Wealth Management
New York
$1.31M +$66.5K +2,580 +5%
NFG
190
Next Financial Group
Texas
$1.3M -$7.44M -289,134 -85%
PCWA
191
Pacific Capital Wealth Advisors
California
$1.27M
CWM
192
Centric Wealth Management
Illinois
$1.26M -$2.47M -97,696 -66%
Thrivent Financial for Lutherans
193
Thrivent Financial for Lutherans
Minnesota
$1.25M
MA
194
MUFG Americas
New York
$1.24M +$166K +6,452 +16%
BFPW
195
BOK Financial Private Wealth
Colorado
$1.21M -$1.49M -57,762 -55%
TCM
196
Twele Capital Management
Minnesota
$1.21M +$4.12K +160 +0.3%
AWM
197
Avitas Wealth Management
California
$1.21M +$26.9K +1,046 +2%
SW
198
SteelPeak Wealth
California
$1.2M +$243K +9,450 +25%
LWAC
199
Laurel Wealth Advisors (California)
California
$1.2M -$41.9K -1,628 -3%
CGFA
200
Colton Groome Financial Advisors
North Carolina
$1.19M -$9.06M -351,726 -88%