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 %
Deutsche Bank
276
Deutsche Bank
Germany
$643K -$2.17M -84,572 -77%
PPWP
277
Proquility Private Wealth Partners
Nevada
$641K +$31.4K +1,226 +5%
JCM
278
Jacobsen Capital Management
Utah
$639K -$298K -11,620 -32%
EVC
279
Eidelman Virant Capital
Missouri
$636K -$27.3K -1,068 -4%
PWA
280
Providence Wealth Advisors
Illinois
$627K +$18.5K +722 +3%
LAIC
281
Lederer & Associates Investment Counsel
California
$622K +$400K +15,636 +181%
PA
282
Procyon Advisors
Connecticut
$615K +$25.6K +1,000 +4%
VC
283
Veery Capital
Delaware
$559K -$50.4K -1,970 -8%
BFPW
284
BOK Financial Private Wealth
Colorado
$556K -$76.9K -3,004 -12%
DI
285
Diligent Investors
California
$546K +$103 +4 +0%
EAM
286
Evanson Asset Management
California
$546K +$307 +12 +0.1%
HFA
287
Hoover Financial Advisors
Pennsylvania
$532K +$9.89K +386 +2%
HA
288
Harborview Advisors
Maine
$519K -$224K -8,760 -30%
SBH
289
Segall Bryant & Hamill
Illinois
$512K +$50.8K +1,982 +11%
IWM
290
IHT Wealth Management
Illinois
$511K +$143K +5,588 +39%
AFP
291
Ausdal Financial Partners
Iowa
$510K +$110K +4,296 +28%
FWM
292
Focused Wealth Management
New York
$508K
LRPA
293
L. Roy Papp & Associates
Arizona
$507K
CFO
294
CVA Family Office
Colorado
$506K +$10K +392 +2%
MAFM
295
Mid Atlantic Financial Management
Pennsylvania
$505K -$365K -14,250 -42%
Millennium Management
296
Millennium Management
New York
$504K -$2.03M -79,108 -80%
DWM
297
Darwin Wealth Management
Florida
$500K -$181K -7,066 -27%
Rockefeller Capital Management
298
Rockefeller Capital Management
New York
$488K -$2.15K -84 -0.4%
WAM
299
Weatherly Asset Management
California
$487K
TF
300
Trek Financial
Arizona
$486K