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Schwab Short-Term US Treasury ETF

484 hedge funds and large institutions have $6.4B invested in Schwab Short-Term US Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 190 increasing their positions, 175 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+11
Holders Change %
+2.33%
% of All Funds
8.5%
Holding in Top 10
56
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12%
% of All Funds
0.98%
New
50
Increased
190
Reduced
175
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
326
Kingsview Wealth Management
Oregon
$409K -$61.3K -2,392 -13%
CST
327
Charles Schwab Trust
Nevada
$401K +$36.5K +1,428 +10%
Prudential Financial
328
Prudential Financial
New Jersey
$391K +$391K +15,266 New
TWP
329
Total Wealth Planning
Ohio
$387K -$22.7K -888 -6%
SI
330
SimpliFi Inc
California
$386K +$10.5K +410 +3%
AIA
331
Arcadia Investment Advisors
Idaho
$384K -$7.68K -300 -2%
CCG
332
Ceeto Capital Group
Florida
$384K
JWM
333
JFG Wealth Management
Colorado
$383K +$29.1K +1,138 +8%
RI
334
Ridgewood Investments
New Jersey
$372K +$72.9K +2,850 +24%
LJAC
335
L.J. Altfest & Co
New York
$371K +$64.6K +2,522 +21%
CP
336
Capital Planning
Washington
$367K +$367K +14,344 New
DWM
337
Darwin Wealth Management
Florida
$364K -$136K -5,306 -27%
WBC
338
West Branch Capital
Massachusetts
$362K +$307 +12 +0.1%
CPIG
339
Chicago Partners Investment Group
Illinois
$360K -$2.1M -82,622 -85%
PFA
340
Paradigm Financial Advisors
Missouri
$359K
CA
341
Callahan Advisors
Texas
$353K +$307 +12 +0.1%
LWM
342
Liberty Wealth Management
California
$353K +$353K +13,780 +689,000%
CAG
343
Csenge Advisory Group
Florida
$339K -$20.7K -810 -6%
BCWM
344
Bartlett & Co Wealth Management
Ohio
$338K -$15.4K -600 -4%
BC
345
Bartlett & Co
Ohio
$338K -$15.3K -600 -4%
SWP
346
Stratos Wealth Partners
Ohio
$335K -$3.22K -126 -1%
ADL
347
Asset Dedication LLC
California
$334K +$110K +4,302 +49%
ECM
348
Exchange Capital Management
Michigan
$326K -$3.58K -140 -1%
ZIM
349
Zacks Investment Management
Illinois
$326K
Goldman Sachs
350
Goldman Sachs
New York
$325K +$325K +12,682 New