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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 %
LB
376
Legacy Bridge
Iowa
$273K
CCM
377
Coldstream Capital Management
Washington
$272K +$272K +10,550 New
CCM
378
Carlson Capital Management
Minnesota
$271K -$1.94K -76 -0.7%
CFS
379
CRA Financial Services
New Jersey
$268K -$5.62K -220 -2%
ABC
380
Associated Banc-Corp
Wisconsin
$265K +$265K +10,368 New
EE
381
EWG Elevate
California
$264K +$205 +8 +0.1%
GCA
382
Gradient Capital Advisors
California
$260K -$103K -4,030 -28%
VPIM
383
Vanguard Personalized Indexing Management
California
$259K +$205 +8 +0.1%
HB
384
Homrich & Berg
Georgia
$254K -$6.96M -271,870 -96%
KOC
385
Koss-Olinger Consulting
Florida
$254K
FFN
386
Focus Financial Network
Minnesota
$250K -$11.9K -466 -5%
PL
387
Plancorp LLC
Missouri
$249K -$4.2K -164 -2%
KPWS
388
Kestra Private Wealth Services
Texas
$246K -$138K -5,372 -36%
RSWM
389
Robertson Stephens Wealth Management
California
$245K -$40.8K -1,600 -14%
KA
390
Klingman & Associates
New York
$244K +$244K +9,548 New
EF
391
Empirical Finance
Pennsylvania
$241K -$16.1K -630 -6%
NA
392
NextCapital Advisers
Illinois
$234K -$168M -6,573,460 -100%
Wealth Enhancement Advisory Services
393
Wealth Enhancement Advisory Services
Minnesota
$234K -$59.5M -2,329,246 -100%
SDWMA
394
Schneider Downs Wealth Management Advisors
Pennsylvania
$226K -$6.64K -260 -3%
BMO
395
Beck Mack & Oliver
New York
$225K +$225K +8,772 New
CA
396
Cetera Advisors
Colorado
$220K +$7.21K +282 +3%
MFG
397
MidWestOne Financial Group
Iowa
$219K
S
398
SimplyRich
California
$214K +$214K +8,400 New
MCM
399
Mengis Capital Management
Oregon
$206K
HA
400
HC Advisors
Georgia
$205K -$8.87K -346 -4%