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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 %
I
201
INVST
Indiana
$1.22M +$1.22M +47,226 New
TCM
202
Twele Capital Management
Minnesota
$1.21M -$32.2K -1,246 -3%
AWM
203
Avitas Wealth Management
California
$1.18M +$1.18M +45,790 New
CA
204
Calton & Associates
Florida
$1.15M +$3.61K +140 +0.3%
CMBA
205
C.M. Bidwell & Associates
Hawaii
$1.15M -$9.86K -382 -0.9%
PCS
206
Personal CFO Solutions
New Jersey
$1.15M -$2.03M -78,500 -64%
Mackenzie Financial
207
Mackenzie Financial
Ontario, Canada
$1.14M +$1.14M +44,094 New
BIP
208
Blueprint Investment Partners
North Carolina
$1.13M -$2.89M -112,124 -72%
CWM
209
Cabot Wealth Management
Massachusetts
$1.12M -$1.69M -65,472 -60%
WIC
210
Whitegate Investment Counselors
New Hampshire
$1.12M +$169K +6,540 +18%
SFC
211
SYM Financial Corp
Indiana
$1.1M
WP
212
WealthSource Partners
California
$1.1M -$2.42M -93,726 -69%
SCM
213
Stonehearth Capital Management
Massachusetts
$1.09M +$345K +13,364 +46%
3C
214
361 Capital
Colorado
$1.09M +$361 +14 +0%
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$1.08M +$964K +37,336 +854%
AIM
216
AMI Investment Management
Indiana
$1.05M -$734K -28,424 -41%
IWC
217
Integrated Wealth Concepts
Massachusetts
$1.03M +$2.79K +108 +0.3%
TFA
218
Transamerica Financial Advisors
Florida
$1.01M +$1.01M +39,202 New
AO
219
Advisor OS
Illinois
$1.01M +$1.01M +39,042 New
PGAM
220
Princeton Global Asset Management
New Jersey
$1M +$93.8K +3,636 +10%
SW
221
SteelPeak Wealth
California
$961K +$961K +37,224 New
IFS
222
Ifrah Financial Services
Arkansas
$958K +$54.1K +2,094 +6%
QCMC
223
Quantum Capital Management (California)
California
$955K +$425K +16,444 +80%
APP
224
Avantax Planning Partners
Iowa
$947K +$27.4K +1,062 +3%
HFS
225
Howard Financial Services
Texas
$946K -$82.1K -3,180 -8%