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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 %
WAM
301
Weatherly Asset Management
California
$488K
TF
302
Trek Financial
Arizona
$487K -$40.6K -1,582 -8%
AL
303
ACAS LLC
California
$481K +$481K +18,732 New
NB
304
Nicolet Bankshares
Wisconsin
$473K -$64.1K -2,500 -12%
BCWM
305
Bartlett & Co Wealth Management
Ohio
$467K +$33.8K +1,318 +8%
BC
306
Bartlett & Co
Ohio
$467K +$33.8K +1,318 +8%
TIM
307
Tortoise Investment Management
New York
$463K -$107K -4,168 -19%
SBH
308
Segall Bryant & Hamill
Illinois
$462K
HCM
309
Hilton Capital Management
New York
$458K -$124K -4,840 -21%
AIA
310
Arcadia Investment Advisors
Idaho
$454K -$167K -6,490 -27%
SW
311
SVB Wealth
Massachusetts
$454K +$103 +4 +0%
MCC
312
Money Concepts Capital
Florida
$452K -$45.9K -1,788 -9%
GCA
313
Gradient Capital Advisors
California
$450K -$571K -22,236 -56%
KWM
314
Kingsview Wealth Management
Oregon
$446K -$168K -6,532 -27%
NFG
315
Next Financial Group
Texas
$440K -$173K -6,752 -28%
SGCA
316
Steel Grove Capital Advisors
Tennessee
$434K
PIA
317
Perennial Investment Advisors
California
$423K -$76.9K -3,000 -15%
GRP
318
Global Retirement Partners
California
$414K
BJL
319
Brighton Jones LLC
Washington
$412K +$77.1K +3,000 +23%
TWP
320
Total Wealth Planning
Ohio
$411K -$20K -778 -5%
HCM
321
Hengehold Capital Management
Ohio
$411K
SFG
322
SageGuard Financial Group
Tennessee
$403K +$21.8K +854 +6%
CCM
323
Chilton Capital Management
Texas
$403K +$29K +1,130 +8%
PWM
324
PBMares Wealth Management
Virginia
$403K +$403K +15,698 New
AFP
325
Ausdal Financial Partners
Iowa
$400K +$90.7K +3,536 +29%