SCHO icon

Schwab Short-Term US Treasury ETF

473 hedge funds and large institutions have $6.28B invested in Schwab Short-Term US Treasury ETF in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 187 increasing their positions, 180 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-11
Holders Change %
-2.27%
% of All Funds
8.26%
Holding in Top 10
50
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.66%
% of All Funds
0.87%
New
39
Increased
187
Reduced
180
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
226
Arkfeld Wealth Strategies
Nebraska
$1.04M -$151K -5,912 -13%
Bank of New York Mellon
227
Bank of New York Mellon
New York
$1.03M +$1.03M +40,202 New
SAM
228
Summit Asset Management
Tennessee
$1.02M -$23.1K -900 -2%
AWMG
229
Alliance Wealth Management Group
New Jersey
$1.01M +$55.9K +2,182 +6%
TCM
230
Towercrest Capital Management
Pennsylvania
$1.01M +$55.9K +2,182 +6%
MWM
231
MBE Wealth Management
Wisconsin
$993K -$2.07M -80,968 -68%
CAL
232
Capital Analysts LLC
Pennsylvania
$969K +$33.5K +1,308 +4%
IFS
233
Ifrah Financial Services
Arkansas
$956K +$84.4K +3,294 +10%
JWM
234
Janiczek Wealth Management
Colorado
$954K +$64.7K +2,526 +7%
PMG
235
ProVise Management Group
Florida
$950K -$631K -24,630 -40%
SFG
236
Sovereign Financial Group
Connecticut
$948K
RF
237
RHS Financial
California
$941K +$421K +16,426 +81%
SCM
238
Seascape Capital Management
New Hampshire
$907K -$223K -8,718 -20%
BDF
239
Black Diamond Financial
Maryland
$906K -$943K -36,820 -51%
CA
240
Cambridge Advisors
Nebraska
$892K
AIM
241
AMI Investment Management
Indiana
$876K -$24.2K -946 -3%
PFA
242
Pure Financial Advisors
California
$876K -$17.1K -666 -2%
SSB
243
Sandy Spring Bank
Maryland
$867K -$973K -37,986 -53%
RIA
244
Realta Investment Advisors
Delaware
$862K -$137K -5,364 -14%
SG
245
Somerset Group
Minnesota
$844K +$39.5K +1,542 +5%
PIMG
246
Patriot Investment Management Group
Tennessee
$836K -$16.6K -648 -2%
CWM
247
Cabot Wealth Management
Massachusetts
$825K
UCMOK
248
United Capital Management of KS
Kansas
$811K -$160K -6,240 -16%
HFS
249
Howard Financial Services
Texas
$802K +$265K +10,358 +49%
SW
250
SteelPeak Wealth
California
$794K -$191K -7,476 -19%