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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 %
AMIM
351
Aull & Monroe Investment Management
Alabama
$314K -$55.1K -2,150 -15%
LJAC
352
L.J. Altfest & Co
New York
$313K -$6.87K -268 -2%
SFS
353
Sowell Financial Services
Arkansas
$312K +$11.1K +432 +4%
LA
354
Latitude Advisors
Florida
$307K +$308 +12 +0.1%
FG
355
Foster Group
Iowa
$304K -$244K -9,530 -45%
CFS
356
CRA Financial Services
New Jersey
$299K
I
357
INVST
Indiana
$298K +$298K +11,604 New
CST
358
Charles Schwab Trust
Nevada
$296K +$296K +11,560 New
BWM
359
BCS Wealth Management
Tennessee
$295K
CIM
360
Contravisory Investment Management
Massachusetts
$292K +$70K +2,730 +32%
AIS
361
American Investment Services
Massachusetts
$291K -$107K -4,162 -27%
SA
362
SRH Advisors
Kansas
$290K
MCM
363
Mengis Capital Management
Oregon
$283K -$136K -5,320 -32%
ACS
364
Archford Capital Strategies
Illinois
$283K -$36.4K -1,418 -11%
AP
365
Adero Partners
California
$277K -$12.7K -496 -4%
LB
366
Legacy Bridge
Iowa
$274K
SFWA
367
Summit Financial Wealth Advisors
Louisiana
$273K -$14.7K -574 -5%
BPB
368
Badgley, Phelps & Bell
Washington
$271K +$19.3K +754 +8%
RSWM
369
Robertson Stephens Wealth Management
California
$271K +$25.6K +1,000 +10%
SFM
370
Signet Financial Management
New Jersey
$267K -$81.3K -3,164 -23%
EE
371
EWG Elevate
California
$261K -$99K -3,862 -27%
AIC
372
Ameritas Investment Company
Nebraska
$259K +$259K +10,092 New
KOC
373
Koss-Olinger Consulting
Florida
$255K +$255K +9,940 New
PL
374
Plancorp LLC
Missouri
$254K -$65.6K -2,554 -21%
RI
375
Ridgewood Investments
New Jersey
$254K +$254K +9,900 New