SCHO icon

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 %
MAFM
201
Mid Atlantic Financial Management
Pennsylvania
$1.17M -$516K -20,066 -31%
CA
202
Calton & Associates
Florida
$1.17M +$16.8K +654 +1%
WWM
203
Windsor Wealth Management
Indiana
$1.15M -$255K -9,900 -18%
TF
204
Trek Financial
Arizona
$1.15M -$76.9K -2,986 -6%
WIC
205
Whitegate Investment Counselors
New Hampshire
$1.15M +$37.2K +1,444 +3%
LFA
206
Landmark Financial Advisors
Kentucky
$1.13M -$364K -14,140 -24%
SA
207
Strategic Advisors
New York
$1.12M +$1.12M +43,526 New
JCIA
208
Jackson Creek Investment Advisors
Colorado
$1.1M +$1.1M +42,790 New
SFC
209
SYM Financial Corp
Indiana
$1.1M
FF
210
Friedenthal Financial
New Jersey
$1.09M +$226K +8,760 +26%
CA
211
Clearstead Advisors
Ohio
$1.07M -$257K -10,000 -19%
CWM
212
Cabot Wealth Management
Massachusetts
$1.06M -$65.7K -2,550 -6%
PGAM
213
Princeton Global Asset Management
New Jersey
$1.05M +$42.9K +1,664 +4%
IWC
214
Integrated Wealth Concepts
Massachusetts
$1.03M +$3.04K +118 +0.3%
SWM
215
SigFig Wealth Management
California
$1.02M +$183K +7,096 +22%
TFA
216
Toth Financial Advisory
Virginia
$1.01M +$1.01M +39,374 New
KM
217
Kalos Management
Georgia
$1M +$1M +39,082 New
Mackenzie Financial
218
Mackenzie Financial
Ontario, Canada
$1M -$133K -5,176 -12%
AIM
219
AMI Investment Management
Indiana
$992K -$59.2K -2,298 -6%
RIA
220
Realta Investment Advisors
Delaware
$987K +$677K +26,306 +219%
WC
221
Wealth CMT
New Jersey
$964K +$82K +3,184 +9%
DP
222
DDD Partners
Washington
$918K +$8.55K +332 +0.9%
CMBA
223
C.M. Bidwell & Associates
Hawaii
$911K -$235K -9,132 -21%
SGAM
224
Stephens Group Asset Management
Arkansas
$908K +$662K +25,692 +269%
IFS
225
Ifrah Financial Services
Arkansas
$892K -$63.6K -2,470 -7%