SCHO icon

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 %
WHG
401
Westwood Holdings Group
Texas
$205K
APCM
402
Alaska Permanent Capital Management
Alaska
$203K
US Bancorp
403
US Bancorp
Minnesota
$178K -$21.3K -832 -11%
LCM
404
Logan Capital Management
Pennsylvania
$170K +$170K +6,646 New
AIM
405
Anchor Investment Management
South Carolina
$169K
PA
406
Parallel Advisors
California
$168K -$7.97K -310 -5%
CHA
407
Carmichael Hill & Associates
Maryland
$159K -$3.39K -132 -2%
CWA
408
Clearview Wealth Advisors
Oregon
$155K -$172K -6,720 -53%
PSIWM
409
Paradigm Strategies in Wealth Management
Minnesota
$147K +$147K +5,728 New
RCC
410
Red Cedar Capital
Nebraska
$139K +$154 +6 +0.1%
WAP
411
Wealthcare Advisory Partners
Pennsylvania
$133K +$133K +5,170 New
OIA
412
Optimum Investment Advisors
Illinois
$107K -$2.56K -100 -2%
FDCDDQ
413
Federation des caisses Desjardins du Quebec
Quebec, Canada
$99.2K
ADL
414
Asset Dedication LLC
California
$99K -$152K -5,896 -61%
HDIM
415
Hanson & Doremus Investment Management
Vermont
$98K +$98K +3,830 New
BAM
416
Barrett Asset Management
New York
$81K
HNB
417
Huntington National Bank
Ohio
$80K
NG
418
NWK Group
California
$80K
RFA
419
Reilly Financial Advisors
California
$74K
CWM
420
Cedar Wealth Management
California
$68K +$19.5K +758 +40%
HI
421
Hendershot Investments
Virginia
$62K -$357K -13,880 -85%
FMP
422
Financial Management Professionals
Texas
$61K +$35.8K +1,400 +142%
FRA
423
Front Row Advisors
California
$58K
SBL
424
Sargent Bickham Lagudis
Colorado
$58K +$103 +4 +0.2%
William Blair & Company
425
William Blair & Company
Illinois
$57K