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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.

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 Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.04B 20,203,674 +2,325,358 +13%
Ameriprise
2
Ameriprise
Minnesota
$462M 9,055,883 +2,393,437 +36%
SEI Investments
3
SEI Investments
Pennsylvania
$259M 5,028,218 +462,943 +10%
NA
4
NextCapital Advisers
Illinois
$220M 4,261,421 +692,177 +19%
Franklin Resources
5
Franklin Resources
California
$146M 2,832,525 +112,375 +4%
FEG
6
Fund Evaluation Group
Ohio
$118M 2,288,292 +124,585 +6%
Charles Schwab
7
Charles Schwab
California
$75.3M 1,462,591 +153,696 +12%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$67.9M 1,318,045 -416,980 -24%
VNA
9
Valley National Advisers
Pennsylvania
$50.1M 971,971 -124,895 -11%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$48.4M 940,263 +403,497 +75%
Stifel Financial
11
Stifel Financial
Missouri
$48M 932,794 +311,854 +50%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$45.4M 883,431 +177,598 +25%
Osaic Holdings
13
Osaic Holdings
Arizona
$44.3M 860,200 +24,583 +3%
EEP
14
Edgehill Endowment Partners
Connecticut
$41.4M 803,049 +2,372 +0.3%
BOPW
15
Brandywine Oak Private Wealth
Pennsylvania
$41.2M 799,553 +71,595 +10%
Wells Fargo
16
Wells Fargo
California
$40.6M 787,691 -25,664 -3%
HC
17
Hamilton Capital
Ohio
$38.1M 740,587 -22,482 -3%
TCM
18
Tradewinds Capital Management
Washington
$35.2M 684,226 +104,384 +18%
AssetMark Inc
19
AssetMark Inc
California
$32.6M 632,196 +60,615 +11%
QCMNJ
20
Quantum Capital Management (New Jersey)
New Jersey
$31.5M 611,042 -5,190 -0.8%
MWP
21
Meridian Wealth Partners
Pennsylvania
$31.4M 609,157 +11,551 +2%
RWP
22
Reliant Wealth Planning
Kentucky
$28.7M 558,188 +17,629 +3%
VCM
23
Vivaldi Capital Management
Illinois
$28.4M 552,853 -50,213 -8%
MIM
24
Morningstar Investment Management
Illinois
$28.1M 544,933 +5,440 +1%
CIC
25
Carnegie Investment Counsel
Ohio
$26.3M 511,449 +43,421 +9%