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Schwab Short-Term US Treasury ETF

499 hedge funds and large institutions have $4.52B invested in Schwab Short-Term US Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 199 increasing their positions, 163 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
+36
Holders Change %
+7.78%
% of All Funds
8.85%
Holding in Top 10
60
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.26%
% of All Funds
1.06%
New
76
Increased
199
Reduced
163
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWAM
401
Guardian Wealth Advisors (Minnesota)
Minnesota
$227K +$227K +8,852 New
CIM
402
Contravisory Investment Management
Massachusetts
$223K
EVM
403
Eaton Vance Management
Massachusetts
$222K +$18.6K +722 +9%
VHAM
404
Van Hulzen Asset Management
California
$219K -$50.5K -1,960 -19%
S
405
SimplyRich
California
$216K
AWA
406
Acorn Wealth Advisors
Michigan
$214K -$23.8K -926 -10%
BWL
407
Bogart Wealth LLC
Virginia
$211K -$11.5K -450 -5%
PIM
408
Penobscot Investment Management
Massachusetts
$211K
LAIC
409
Lederer & Associates Investment Counsel
California
$207K +$155 +6 +0.1%
WHG
410
Westwood Holdings Group
Texas
$206K +$206K +8,000 New
RJT
411
Raymond James Trust
Florida
$205K
NP
412
NorthRock Partners
Minnesota
$204K -$23K -898 -10%
APCM
413
Alaska Permanent Capital Management
Alaska
$203K
US Bancorp
414
US Bancorp
Minnesota
$200K -$8.68K -338 -4%
TCWA
415
Ten Capital Wealth Advisors
Washington
$192K +$192K +7,464 New
TIAM2
416
Tru Independence Asset Management 2
Oregon
$183K +$183K +7,110 New
PA
417
Parallel Advisors
California
$176K -$319K -12,388 -64%
AIM
418
Anchor Investment Management
South Carolina
$169K
CFGS
419
Concourse Financial Group Securities
Alabama
$167K +$148K +5,778 +796%
CHA
420
Carmichael Hill & Associates
Maryland
$162K +$22.7K +888 +16%
RCC
421
Red Cedar Capital
Nebraska
$139K +$359 +14 +0.3%
OIA
422
Optimum Investment Advisors
Illinois
$110K
RA
423
Reby Advisors
Connecticut
$102K +$102K +3,982 New
FDCDDQ
424
Federation des caisses Desjardins du Quebec
Quebec, Canada
$99.3K
ASN
425
Advisory Services Network
Georgia
$93K -$1.7K -66 -2%