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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 %
BWM
351
BCS Wealth Management
Tennessee
$295K +$359 +14 +0.1%
CIM
352
Contravisory Investment Management
Massachusetts
$292K
RPWA
353
Regent Peak Wealth Advisors
Georgia
$291K -$102K -3,982 -26%
AIS
354
American Investment Services
Massachusetts
$290K
SA
355
SRH Advisors
Kansas
$290K
PA
356
PFG Advisors
Arizona
$288K -$45.7K -1,782 -14%
RSWM
357
Robertson Stephens Wealth Management
California
$286K +$15.3K +600 +6%
GM
358
GeoWealth Management
Illinois
$286K +$286K +11,154 New
TFCP
359
Twin Focus Capital Partners
Massachusetts
$285K +$285K +11,116 New
SKK
360
Shepherd Kaplan Krochuk
Massachusetts
$283K -$257K -10,040 -48%
CFS
361
CRA Financial Services
New Jersey
$274K -$24.1K -942 -8%
LB
362
Legacy Bridge
Iowa
$274K
CCM
363
Carlson Capital Management
Minnesota
$273K -$47.1K -1,842 -15%
AP
364
Adero Partners
California
$267K -$9.59K -374 -3%
IRAG
365
Investment Research & Advisory Group
Georgia
$266K +$266K +10,398 New
EE
366
EWG Elevate
California
$263K +$2.66K +104 +1%
FFN
367
Focus Financial Network
Minnesota
$262K +$26K +1,016 +11%
VPIM
368
Vanguard Personalized Indexing Management
California
$259K +$7.44K +290 +3%
AWP
369
Abacus Wealth Partners
California
$259K -$445K -17,380 -63%
EF
370
Empirical Finance
Pennsylvania
$257K -$75.5K -2,950 -23%
KOC
371
Koss-Olinger Consulting
Florida
$255K
PL
372
Plancorp LLC
Missouri
$253K
WS
373
Wedbush Securities
California
$250K -$2.05K -80 -0.8%
WI
374
WBI Investments
New Jersey
$249K -$286K -11,182 -53%
IF
375
Intrua Financial
Texas
$245K -$124K -4,844 -34%