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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.

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 Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$856M 16,545,462 +6,024,184 +57%
Ameriprise
2
Ameriprise
Minnesota
$291M 5,574,931 +2,056,666 +58%
SEI Investments
3
SEI Investments
Pennsylvania
$241M 4,658,062 +169,337 +4%
HCM
4
Hilton Capital Management
New York
$154M 2,982,008 +84,371 +3%
NA
5
NextCapital Advisers
Illinois
$144M 2,788,868 +1,994,986 +251%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$130M 2,505,824 +1,103,898 +79%
WI
7
WBI Investments
New Jersey
$118M 2,278,946 +2,278,946 New
PAG
8
Pinnacle Advisory Group
Maryland
$53.5M 1,033,928 -107,698 -9%
CGFA
9
Colton Groome Financial Advisors
North Carolina
$52.8M 1,020,590 +996,700 +4,172%
Charles Schwab
10
Charles Schwab
California
$48.2M 931,009 +72,424 +8%
DF
11
Donoghue Forlines
Massachusetts
$46.9M 906,885 +906,885 New
Wells Fargo
12
Wells Fargo
California
$46.9M 906,143 +670,980 +285%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$43.7M 843,989 +78,136 +10%
Financial Engines Advisors
14
Financial Engines Advisors
California
$43.3M 837,452 -58,806 -7%
5L
15
55I LLC
Massachusetts
$41.6M 804,283 +667,872 +490%
EEP
16
Edgehill Endowment Partners
Connecticut
$41.3M 797,682 +2,567 +0.3%
HC
17
Hamilton Capital
Ohio
$39.7M 766,855 -12,226 -2%
UBS Group
18
UBS Group
Switzerland
$39.3M 760,288 +694,201 +1,050%
FAG
19
Financial Advisory Group
Texas
$39M 753,658 +23,837 +3%
BC
20
Brinker Capital
Pennsylvania
$35.2M 680,692 +84,473 +14%
BFA
21
Beaumont Financial Advisors
Massachusetts
$34.6M 668,777 +668,777 New
TCM
22
Tradewinds Capital Management
Washington
$34M 657,851 +657,620 +284,684%
Osaic Holdings
23
Osaic Holdings
Arizona
$33.6M 3,276,118 +3,276,118 New
FCA
24
FLC Capital Advisors
California
$33.4M 646,120 -32,236 -5%
QCMNJ
25
Quantum Capital Management (New Jersey)
New Jersey
$32.3M 623,875 -742 -0.1%