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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 %
HPC
426
HM Payson & Co
Maine
$89K
SIAG
427
Signet Investment Advisory Group
Rhode Island
$87K +$87K +3,404 New
BAM
428
Barrett Asset Management
New York
$81K
NG
429
NWK Group
California
$80K -$10.1K -394 -11%
RFA
430
Reilly Financial Advisors
California
$74K
KCM
431
Kathmere Capital Management
Pennsylvania
$68K -$55.7K -2,172 -45%
IF
432
Ironwood Financial
Arizona
$67K -$34.5K -1,350 -34%
CFA
433
Carroll Financial Associates
North Carolina
$65K -$608 -24 -0.9%
FHA
434
First Horizon Advisors
Tennessee
$60K +$103 +4 +0.2%
SBL
435
Sargent Bickham Lagudis
Colorado
$58K -$4.13K -160 -7%
FRA
436
Front Row Advisors
California
$58K
William Blair & Company
437
William Blair & Company
Illinois
$57K +$51.1K +1,998 +861%
FWM
438
Filbrandt Wealth Management
Wisconsin
$50K +$50K +1,942 New
FGAM
439
Financial Gravity Asset Management
Texas
$49K +$49K +1,918 New
CWM
440
Cedar Wealth Management
California
$48K
TI
441
tru Independence
Oregon
$46.7K +$46.7K +1,842,540 New
CCP
442
Clarkston Capital Partners
Michigan
$46K -$2.17K -84 -4%
PB
443
Pinnacle Bancorp
Nebraska
$46K +$12K +472 +35%
BAMG
444
Brand Asset Management Group
Missouri
$45K +$102 +4 +0.2%
TC
445
Truvestments Capital
Florida
$42K +$42K +1,648 New
EFSCE
446
Enterprise Financial Services Corp (EFSC)
Missouri
$41K -$174K -6,800 -81%
TWA
447
TCI Wealth Advisors
Arizona
$39K +$33.8K +1,300 +650%
VCG
448
Vantage Consulting Group
Virginia
$39K +$39K +1,552 New
LFG
449
Larson Financial Group
Missouri
$38K -$26K -1,008 -41%
AWM
450
AllSquare Wealth Management
New York
$38K