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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 %
CWM
401
Cedar Wealth Management
California
$155K +$87.4K +3,412 +129%
PA
402
Parallel Advisors
California
$152K -$15.3K -598 -9%
PSIWM
403
Paradigm Strategies in Wealth Management
Minnesota
$147K +$103 +4 +0.1%
RCC
404
Red Cedar Capital
Nebraska
$139K
CWA
405
Clearview Wealth Advisors
Oregon
$120K -$34.9K -1,360 -23%
OIA
406
Optimum Investment Advisors
Illinois
$102K -$5.13K -200 -5%
FDCDDQ
407
Federation des caisses Desjardins du Quebec
Quebec, Canada
$99K
HNB
408
Huntington National Bank
Ohio
$76K -$80K
RFA
409
Reilly Financial Advisors
California
$74K
NG
410
NWK Group
California
$73K -$6.61K -258 -8%
EWM
411
Evermay Wealth Management
Virginia
$67K +$67K +2,620 New
HI
412
Hendershot Investments
Virginia
$66K +$4.16K +162 +7%
Fidelity Investments
413
Fidelity Investments
Massachusetts
$65K +$35.4K +1,380 +119%
HWMA
414
Heritage Wealth Management (Arizona)
Arizona
$63K +$63K +2,470 New
FRA
415
Front Row Advisors
California
$58K
SBL
416
Sargent Bickham Lagudis
Colorado
$58K +$103 +4 +0.2%
LWANC
417
Laurel Wealth Advisors (North Carolina)
North Carolina
$58K +$58K +2,254 New
ASN
418
Advisory Services Network
Georgia
$55K +$55K +2,152 New
RDWM
419
Red Door Wealth Management
Tennessee
$54K +$54K +2,130 New
BAM
420
Baldrige Asset Management
Pennsylvania
$52K +$52K +2,048 New
FGAM
421
Financial Gravity Asset Management
Texas
$51K -$7.05K -216 -12%
CCP
422
Clarkston Capital Partners
Michigan
$45K
FFA
423
Founders Financial Alliance
North Carolina
$44K
IRC
424
Investors Research Corp
Georgia
$42K
TC
425
Truvestments Capital
Florida
$42K +$51 +2 +0.1%