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 %
CCM
301
Chilton Capital Management
Texas
$480K +$77.5K +3,030 +19%
TIM
302
Tortoise Investment Management
New York
$478K +$15.4K +602 +3%
NFG
303
Next Financial Group
Texas
$473K +$33.6K +1,314 +8%
KWM
304
Kingsview Wealth Management
Oregon
$470K +$25.1K +982 +6%
AL
305
ACAS LLC
California
$467K -$13K -506 -3%
NB
306
Nicolet Bankshares
Wisconsin
$460K -$11.9K -466 -3%
HCM
307
Hilton Capital Management
New York
$457K
SW
308
SVB Wealth
Massachusetts
$452K -$409 -16 -0.1%
FPS
309
Fieldpoint Private Securities
Connecticut
$448K +$235K +9,168 +110%
RG
310
Retirement Group
California
$437K +$56.3K +2,198 +15%
SIAG
311
Signet Investment Advisory Group
Rhode Island
$434K +$434K +16,966 New
MSWMA
312
Market Street Wealth Management Advisors
Indiana
$428K -$78K -3,046 -15%
SFG
313
SageGuard Financial Group
Tennessee
$428K +$24.3K +948 +6%
IA
314
IFP Advisors
Florida
$425K -$73.7K -2,906 -15%
SFP
315
Strategic Financial Partners
Oregon
$418K -$244K -9,518 -37%
GRP
316
Global Retirement Partners
California
$416K +$2.46K +96 +0.6%
BJL
317
Brighton Jones LLC
Washington
$411K +$614 +24 +0.1%
TWP
318
Total Wealth Planning
Ohio
$410K
FC
319
Ferris Capital
Massachusetts
$410K +$410K +16,022 New
HCM
320
Hengehold Capital Management
Ohio
$408K -$2.56K -100 -0.6%
AIA
321
Arcadia Investment Advisors
Idaho
$392K -$61K -2,380 -13%
CCG
322
Ceeto Capital Group
Florida
$384K
KPWS
323
Kestra Private Wealth Services
Texas
$384K +$33K +1,286 +9%
SI
324
SimpliFi Inc
California
$376K +$410 +16 +0.1%
SAMC
325
Spectrum Asset Management (California)
California
$374K