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Schwab Short-Term US Treasury ETF

499 hedge funds and large institutions have $4.52B invested in Schwab Short-Term US Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 199 increasing their positions, 163 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
+36
Holders Change %
+7.78%
% of All Funds
8.85%
Holding in Top 10
60
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.26%
% of All Funds
1.06%
New
76
Increased
199
Reduced
163
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
301
Jacobsen Capital Management
Utah
$561K +$188K +7,312 +50%
FG
302
Foster Group
Iowa
$550K +$550K +21,396 New
EAM
303
Evanson Asset Management
California
$548K -$190K -7,384 -26%
PWA
304
Providence Wealth Advisors
Illinois
$548K +$17.2K +668 +3%
SKK
305
Shepherd Kaplan Krochuk
Massachusetts
$542K +$105K +4,080 +24%
NB
306
Nicolet Bankshares
Wisconsin
$538K +$108K +4,206 +25%
VWA
307
Visionary Wealth Advisors
Illinois
$530K -$300K -11,670 -36%
TF
308
Trek Financial
Arizona
$528K -$623K -24,236 -54%
WI
309
WBI Investments
New Jersey
$522K +$522K +20,306 New
PFGIA
310
Patriot Financial Group Insurance Agency
Massachusetts
$516K +$188K +7,296 +57%
PIMG
311
Patriot Investment Management Group
Tennessee
$510K -$359K -13,986 -41%
FWM
312
Focused Wealth Management
New York
$509K
DI
313
Diligent Investors
California
$506K +$4.94K +192 +1%
DWM
314
Darwin Wealth Management
Florida
$502K +$502K +19,572 New
PIA
315
Perennial Investment Advisors
California
$501K +$102K +3,980 +26%
MCC
316
Money Concepts Capital
Florida
$499K +$499K +19,402 New
PCIA
317
Prime Capital Investment Advisors
Kansas
$497K +$72.8K +2,834 +17%
WAM
318
Weatherly Asset Management
California
$489K
HFA
319
Hoover Financial Advisors
Pennsylvania
$480K +$14.8K +576 +3%
SBH
320
Segall Bryant & Hamill
Illinois
$463K
PA
321
PFG Advisors
Arizona
$456K -$67.9K -2,642 -13%
SW
322
SVB Wealth
Massachusetts
$454K -$42.8K -1,668 -9%
CFO
323
CVA Family Office
Colorado
$447K
MFG
324
MidWestOne Financial Group
Iowa
$438K -$145K -5,636 -25%
PA
325
Procyon Advisors
Connecticut
$437K