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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 %
PB
426
Pinnacle Bancorp
Nebraska
$41K
EIP
427
Ellis Investment Partners
Pennsylvania
$41K +$41K +1,628 New
AWM
428
AllSquare Wealth Management
New York
$38K
TLFA
429
True Link Financial Advisors
California
$37K
IF
430
Ironwood Financial
Arizona
$36K +$30.3K +1,190 +527%
LFG
431
Larson Financial Group
Missouri
$31K +$51 +2 +0.2%
CFA
432
Carroll Financial Associates
North Carolina
$25K -$1.2K -48 -5%
PFBT
433
Parkside Financial Bank & Trust
Missouri
$24K -$13.3K -524 -36%
SIS
434
Sound Income Strategies
Florida
$23K +$50 +2 +0.2%
Carson Wealth (CWM LLC)
435
Carson Wealth (CWM LLC)
Nebraska
$22K
BFEC
436
Benjamin F. Edwards & Company
Missouri
$21K -$17.5K -694 -45%
DAM
437
Delta Asset Management
Tennessee
$21K
VCM
438
Versant Capital Management
Arizona
$21K +$4.91K +194 +31%
FHA
439
First Horizon Advisors
Tennessee
$18K -$31.3K -1,240 -64%
TWA
440
TCI Wealth Advisors
Arizona
$18K -$20.6K -800 -53%
QCG
441
Quadrant Capital Group
Ohio
$17K
JWA
442
JFS Wealth Advisors
Pennsylvania
$15K
BlackRock
443
BlackRock
New York
$15K +$2.41K +92 +19%
BBPWM
444
Blue Bell Private Wealth Management
Pennsylvania
$13K
ACA
445
Aptus Capital Advisors
Alabama
$13K
EWM
446
Elmwood Wealth Management
California
$13K
TCWA
447
Ten Capital Wealth Advisors
Washington
$12K
EFSCE
448
Enterprise Financial Services Corp (EFSC)
Missouri
$11K -$37.9K -1,480 -77%
GEA
449
Glen Eagle Advisors
New Jersey
$10.2K
Bank of Montreal
450
Bank of Montreal
Ontario, Canada
$10K