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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 %
MFG
201
MidWestOne Financial Group
Iowa
$1.23M -$564K -21,788 -31%
LWAC
202
Laurel Wealth Advisors (California)
California
$1.22M -$146K -5,634 -11%
PWM
203
Perigon Wealth Management
California
$1.21M +$605K +23,418 +99%
MIS
204
Morningstar Investment Services
Illinois
$1.19M +$245K +9,456 +26%
CMBA
205
C.M. Bidwell & Associates
Hawaii
$1.16M +$854K +32,994 +278%
AIA
206
Arcadia Investment Advisors
Idaho
$1.16M +$985K +38,076 +559%
RJA
207
Raymond James & Associates
Florida
$1.15M +$434K +16,788 +60%
CA
208
Calton & Associates
Florida
$1.15M -$20K -774 -2%
SFC
209
SYM Financial Corp
Indiana
$1.11M +$1.11M +42,758 New
MIAN
210
Mariner Independent Advisor Network
Kansas
$1.1M +$294K +11,364 +37%
3C
211
361 Capital
Colorado
$1.1M +$45.5K +1,760 +4%
Creative Planning
212
Creative Planning
Kansas
$1.03M -$833K -32,224 -45%
HFS
213
Howard Financial Services
Texas
$1.03M -$1.63M -62,864 -61%
IWC
214
Integrated Wealth Concepts
Massachusetts
$1.03M +$3.31K +128 +0.3%
EWM
215
Evermay Wealth Management
Virginia
$1.01M +$724K +28,000 +251%
HA
216
Harborview Advisors
Maine
$1.01M +$263K +10,152 +35%
JWA
217
JFS Wealth Advisors
Pennsylvania
$1M +$987K +38,190 +6,365%
MA
218
MUFG Americas
New York
$978K -$25.9K -1,000 -3%
BA
219
Ballast Advisors
Minnesota
$977K -$66.8K -2,582 -6%
RA
220
Riversedge Advisors
Delaware
$977K +$76.7K +2,964 +9%
WIC
221
Whitegate Investment Counselors
New Hampshire
$952K +$98.7K +3,816 +12%
IMC Chicago
222
IMC Chicago
Illinois
$943K +$943K +36,456 New
UCMOK
223
United Capital Management of KS
Kansas
$941K -$338K -13,080 -26%
IF
224
Ironwood Financial
Arizona
$939K -$2.9K -112 -0.3%
PIMG
225
Patriot Investment Management Group
Tennessee
$936K -$33.7K -1,302 -3%