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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 %
SG
251
Somerset Group
Minnesota
$805K
GAM
252
Gemmer Asset Management
California
$800K -$34.3K -1,338 -4%
MI
253
Moneywise Inc
Virginia
$796K -$5.75K -224 -0.7%
LFA
254
Landmark Financial Advisors
Kentucky
$778K -$103K -4,014 -12%
UWM
255
USAdvisors Wealth Management
Minnesota
$773K -$7.67M -299,220 -91%
BCM
256
Blume Capital Management
California
$772K -$329K -12,832 -30%
LNC
257
Lincoln National Corp
Pennsylvania
$759K +$87.6K +3,418 +13%
WSTAM
258
Wilbanks Smith & Thomas Asset Management
Virginia
$754K -$154K -5,988 -17%
HA
259
Harborview Advisors
Maine
$745K -$48K -1,870 -6%
RW
260
REDW Wealth
New Mexico
$726K +$1.9K +74 +0.3%
BWM
261
Blossom Wealth Management
California
$713K -$28.6K -1,116 -4%
RPG
262
Resource Planning Group
Georgia
$712K -$46.7K -1,820 -6%
AWP
263
Abacus Wealth Partners
California
$705K +$79.4K +3,096 +13%
MAM
264
Marquette Asset Management
Minnesota
$703K -$1.08K -42 -0.2%
SWA
265
Sightline Wealth Advisors
Connecticut
$700K +$103 +4 +0%
BFG
266
Bouchey Financial Group
New York
$683K -$49.9K -1,948 -7%
DWM
267
Darwin Wealth Management
Florida
$682K +$180K +7,030 +36%
GLLW
268
Graves Light Lenhart Wealth
Virginia
$667K -$30.8K -1,200 -4%
EVC
269
Eidelman Virant Capital
Missouri
$664K -$58.3K -2,274 -8%
FC
270
Financial Consulate
Maryland
$663K
SFP
271
Strategic Financial Partners
Oregon
$663K +$55.1K +2,148 +9%
MSFS
272
Main Street Financial Solutions
Pennsylvania
$657K -$29.6K -1,152 -4%
LFS
273
Lutz Financial Services
Nebraska
$655K -$93.2K -3,634 -12%
Susquehanna International Group
274
Susquehanna International Group
Pennsylvania
$649K -$257K -10,022 -28%
BFPW
275
BOK Financial Private Wealth
Colorado
$634K -$264K -10,296 -29%