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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 %
PFGIA
276
Patriot Financial Group Insurance Agency
Massachusetts
$621K +$106K +4,144 +21%
OFA
277
Oak Family Advisors
Illinois
$616K -$694K -27,052 -53%
PPWP
278
Proquility Private Wealth Partners
Nevada
$611K -$42.2K -1,644 -6%
VC
279
Veery Capital
Delaware
$611K +$719 +28 +0.1%
PWA
280
Providence Wealth Advisors
Illinois
$610K +$63.2K +2,462 +12%
CAN
281
Cetera Advisor Networks
California
$598K +$36.8K +1,436 +7%
AFA
282
Atlanta Financial Associates
Georgia
$591K
PA
283
Procyon Advisors
Connecticut
$590K +$154K +6,000 +35%
UB
284
UMB Bank
Missouri
$577K +$7.44K +290 +1%
KM
285
Kalos Management
Georgia
$550K -$215K -8,406 -28%
EAM
286
Evanson Asset Management
California
$547K +$256 +10 +0%
DI
287
Diligent Investors
California
$546K +$41.4K +1,614 +8%
SKK
288
Shepherd Kaplan Krochuk
Massachusetts
$541K
HFS
289
Howard Financial Services
Texas
$538K -$173K -6,748 -24%
WI
290
WBI Investments
New Jersey
$537K +$15.7K +610 +3%
HFA
291
Hoover Financial Advisors
Pennsylvania
$523K +$43.2K +1,684 +9%
RF
292
RHS Financial
California
$521K -$79.6K -3,102 -13%
SEP
293
Southland Equity Partners
Missouri
$515K +$515K +20,078 New
KFS
294
Kaizen Financial Strategies
California
$508K -$450K -17,526 -47%
LRPA
295
L. Roy Papp & Associates
Arizona
$508K -$87.2K -3,400 -15%
FWM
296
Focused Wealth Management
New York
$508K
MSWMA
297
Market Street Wealth Management Advisors
Indiana
$507K -$174K -6,800 -26%
IA
298
IFP Advisors
Florida
$501K -$158K -6,206 -24%
CFO
299
CVA Family Office
Colorado
$497K +$50K +1,950 +11%
Rockefeller Capital Management
300
Rockefeller Capital Management
New York
$491K +$135K +5,268 +38%