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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 %
US Bancorp
376
US Bancorp
Minnesota
$242K +$64.3K +2,518 +36%
SDWMA
377
Schneider Downs Wealth Management Advisors
Pennsylvania
$233K -$9.11K -356 -4%
OBWG
378
Onyx Bridge Wealth Group
New York
$230K +$230K +8,982 New
BFA
379
Bragg Financial Advisors
North Carolina
$225K +$225K +8,770 New
ADL
380
Asset Dedication LLC
California
$224K +$126K +4,926 +129%
MFG
381
MidWestOne Financial Group
Iowa
$219K
WF
382
Williams Financial
Vermont
$218K
JFGLC
383
Johnson Financial Group LLC (Colorado)
Colorado
$217K +$217K +8,460 New
HA
384
HC Advisors
Georgia
$214K +$214K +8,346 New
CA
385
Cetera Advisors
Colorado
$213K -$10K -392 -4%
Janney Montgomery Scott
386
Janney Montgomery Scott
Pennsylvania
$211K +$211K +8,250 New
CAAS
387
Capital Asset Advisory Services
Michigan
$209K +$4.11K +160 +2%
MCM
388
Mengis Capital Management
Oregon
$206K -$76.7K -3,000 -27%
WHG
389
Westwood Holdings Group
Texas
$205K
APCM
390
Alaska Permanent Capital Management
Alaska
$202K
YIA
391
YHB Investment Advisors
Connecticut
$201K -$38.5K -1,500 -16%
BWL
392
Bogart Wealth LLC
Virginia
$201K -$9.83K -384 -5%
Fifth Third Bancorp
393
Fifth Third Bancorp
Ohio
$198K +$143K +5,582 +258%
BAM
394
Bellevue Asset Management
Washington
$185K -$35.8K -1,400 -16%
Northwestern Mutual Wealth Management
395
Northwestern Mutual Wealth Management
Wisconsin
$177K -$198K -7,766 -53%
CHA
396
Carmichael Hill & Associates
Maryland
$175K +$16.3K +638 +10%
EVM
397
Eaton Vance Management
Massachusetts
$170K -$51.3K -2,000 -23%
LCM
398
Logan Capital Management
Pennsylvania
$170K
AIM
399
Anchor Investment Management
South Carolina
$169K
BAM
400
Belpointe Asset Management
Nevada
$159K +$159K +6,232 New