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Schwab Short-Term US Treasury ETF

484 hedge funds and large institutions have $6.4B invested in Schwab Short-Term US Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 190 increasing their positions, 175 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+11
Holders Change %
+2.33%
% of All Funds
8.5%
Holding in Top 10
56
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12%
% of All Funds
0.98%
New
50
Increased
190
Reduced
175
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
426
Huntington National Bank
Ohio
$74K -$76K
NG
427
NWK Group
California
$73K
EWM
428
Evermay Wealth Management
Virginia
$67K
FFA
429
Founders Financial Alliance
North Carolina
$65K +$20.9K +820 +47%
BAM
430
Baldrige Asset Management
Pennsylvania
$61K +$8.29K +322 +16%
HWMA
431
Heritage Wealth Management (Arizona)
Arizona
$60K -$3.44K -134 -5%
VCM
432
Versant Capital Management
Arizona
$60K +$38.6K +1,498 +180%
MAM
433
Meeder Asset Management
Ohio
$59K +$51.4K +2,002 +672%
SBL
434
Sargent Bickham Lagudis
Colorado
$58K
LWANC
435
Laurel Wealth Advisors (North Carolina)
North Carolina
$58K
FRA
436
Front Row Advisors
California
$58K
FGAM
437
Financial Gravity Asset Management
Texas
$51K -$197 -6 -0.4%
CCP
438
Clarkston Capital Partners
Michigan
$51K +$5.52K +214 +12%
CWA
439
Clearview Wealth Advisors
Oregon
$48K -$71.5K -2,800 -60%
IRC
440
Investors Research Corp
Georgia
$42K
AWM
441
AllSquare Wealth Management
New York
$38K
PB
442
Pinnacle Bancorp
Nebraska
$37K -$3.89K -152 -10%
TLFA
443
True Link Financial Advisors
California
$37K
IF
444
Ironwood Financial
Arizona
$36K
SL
445
Savior LLC
Massachusetts
$33K -$332K -13,112 -91%
LFG
446
Larson Financial Group
Missouri
$31K +$50 +2 +0.2%
Fidelity Investments
447
Fidelity Investments
Massachusetts
$24K -$40.6K -1,594 -63%
PFBT
448
Parkside Financial Bank & Trust
Missouri
$24K
SIS
449
Sound Income Strategies
Florida
$23K
DAM
450
Delta Asset Management
Tennessee
$21K