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Schwab Short-Term US Treasury ETF

484 hedge funds and large institutions have $4.62B invested in Schwab Short-Term US Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 196 increasing their positions, 181 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
-15
Holders Change %
-3.01%
% of All Funds
8.52%
Holding in Top 10
53
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.67%
% of All Funds
0.93%
New
43
Increased
196
Reduced
181
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CGFA
226
Colton Groome Financial Advisors
North Carolina
$1.05M -$107K -4,184 -9%
IAS
227
IMA Advisory Services
Colorado
$1.04M -$31.7K -1,236 -3%
DPI
228
Diversified Portfolios Inc
Michigan
$1.04M
Baird Financial Group
229
Baird Financial Group
Wisconsin
$1.01M -$249K -9,700 -20%
RIA
230
Realta Investment Advisors
Delaware
$1M -$61.3K -2,390 -6%
SW
231
SteelPeak Wealth
California
$988K +$76K +2,962 +8%
UCMOK
232
United Capital Management of KS
Kansas
$973K -$442K -17,218 -31%
NRI
233
NFP Retirement Inc
California
$973K +$214K +8,330 +28%
AWMG
234
Alliance Wealth Management Group
New Jersey
$956K -$1.46M -57,026 -60%
TCM
235
Towercrest Capital Management
Pennsylvania
$956K -$1.46M -57,026 -60%
TSS
236
Two Sigma Securities
New York
$951K -$561K -21,864 -37%
SFG
237
Sovereign Financial Group
Connecticut
$948K +$83.6K +3,260 +10%
JCM
238
Jacobsen Capital Management
Utah
$938K +$377K +14,716 +67%
CAL
239
Capital Analysts LLC
Pennsylvania
$937K +$226K +8,818 +32%
AIM
240
AMI Investment Management
Indiana
$901K -$50.9K -1,984 -5%
PFA
241
Pure Financial Advisors
California
$895K +$107K +4,176 +14%
CA
242
Cambridge Advisors
Nebraska
$894K +$10.3K +400 +1%
JWM
243
Janiczek Wealth Management
Colorado
$891K +$2.82K +110 +0.3%
IFS
244
Ifrah Financial Services
Arkansas
$873K -$6.52K -254 -0.7%
MAFM
245
Mid Atlantic Financial Management
Pennsylvania
$871K -$95.9K -3,740 -10%
PIMG
246
Patriot Investment Management Group
Tennessee
$854K +$345K +13,444 +68%
CCA
247
Cobblestone Capital Advisors
New York
$853K +$36.7K +1,430 +4%
CFGS
248
Concourse Financial Group Securities
Alabama
$836K +$669K +26,070 +401%
CWM
249
Cabot Wealth Management
Massachusetts
$827K -$144K -5,624 -15%
DAC
250
Dividend Assets Capital
South Carolina
$823K +$125K +4,874 +18%