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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 %
VPIM
376
Vanguard Personalized Indexing Management
California
$252K +$257 +10 +0.1%
WS
377
Wedbush Securities
California
$252K +$252K +9,826 New
CC
378
Cedar Capital
Illinois
$252K +$252K +9,830 New
BCM
379
Brookstone Capital Management
Illinois
$250K -$312K -12,122 -55%
CWP
380
Capital Wealth Planning
Florida
$245K +$245K +9,548 New
BDWCC
381
B&D White Capital Company
Texas
$244K
SDWMA
382
Schneider Downs Wealth Management Advisors
Pennsylvania
$243K
YIA
383
YHB Investment Advisors
Connecticut
$240K -$385K -14,996 -62%
FFN
384
Focus Financial Network
Minnesota
$236K +$236K +9,214 New
CTFG
385
Capstone Triton Financial Group
Oklahoma
$226K -$410 -16 -0.2%
CA
386
Cetera Advisors
Colorado
$224K -$45.4K -1,768 -17%
LAIC
387
Lederer & Associates Investment Counsel
California
$222K +$16K +624 +8%
BAM
388
Bellevue Asset Management
Washington
$222K -$36.1K -1,406 -14%
EVM
389
Eaton Vance Management
Massachusetts
$221K
CA
390
Clearstead Advisors
Ohio
$220K -$465K -18,114 -68%
MFG
391
MidWestOne Financial Group
Iowa
$220K -$218K -8,498 -50%
WF
392
Williams Financial
Vermont
$219K +$219K +8,520 New
S
393
SimplyRich
California
$216K
RJT
394
Raymond James Trust
Florida
$214K +$9.55K +372 +5%
FPS
395
Fieldpoint Private Securities
Connecticut
$213K +$213K +8,316 New
GF
396
Gries Financial
Ohio
$212K +$212K +8,260 New
BWL
397
Bogart Wealth LLC
Virginia
$211K +$256 +10 +0.1%
FTA
398
Financial & Tax Architects
Missouri
$208K +$208K +8,108 New
CCM
399
Coldstream Capital Management
Washington
$208K -$63.1K -2,458 -23%
CAAS
400
Capital Asset Advisory Services
Michigan
$205K -$40K -1,560 -16%