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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 %
RPWA
326
Regent Peak Wealth Advisors
Georgia
$392K
PCIA
327
Prime Capital Investment Advisors
Kansas
$385K -$112K -4,368 -23%
CCG
328
Ceeto Capital Group
Florida
$385K
RG
329
Retirement Group
California
$382K +$2.67K +104 +0.7%
Northwestern Mutual Wealth Management
330
Northwestern Mutual Wealth Management
Wisconsin
$377K +$9.96K +388 +3%
SHWM
331
Silicon Hills Wealth Management
Texas
$376K -$30K -1,170 -7%
SI
332
SimpliFi Inc
California
$376K +$14.1K +550 +4%
SAMC
333
Spectrum Asset Management (California)
California
$375K
IF
334
Intrua Financial
Texas
$370K +$31.7K +1,236 +9%
IWM
335
IHT Wealth Management
Illinois
$369K +$66.6K +2,594 +22%
WBC
336
West Branch Capital
Massachusetts
$362K -$51.3K -2,002 -12%
PFA
337
Paradigm Financial Advisors
Missouri
$360K -$6.91M -269,504 -95%
RA
338
RFG Advisory
Alabama
$358K +$5.03K +196 +1%
CA
339
Callahan Advisors
Texas
$354K +$308 +12 +0.1%
KPWS
340
Kestra Private Wealth Services
Texas
$351K -$12.1K -474 -3%
GIA
341
GHP Investment Advisors
Colorado
$343K
AP
342
Appleton Partners
Massachusetts
$338K
PA
343
PFG Advisors
Arizona
$334K -$121K -4,726 -27%
EF
344
Empirical Finance
Pennsylvania
$334K
ECM
345
Exchange Capital Management
Michigan
$331K -$205 -8 -0.1%
SL
346
Savior LLC
Massachusetts
$330K +$6.63K +258 +2%
SWP
347
Stratos Wealth Partners
Ohio
$328K -$1.33K -52 -0.4%
WA
348
WBH Advisory
Maryland
$327K
CCM
349
Carlson Capital Management
Minnesota
$321K -$2.21K -86 -0.7%
RPA
350
Rock Point Advisors
Vermont
$315K