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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 %
PFBT
451
Parkside Financial Bank & Trust
Missouri
$38K +$52 +2 +0.1%
IRC
452
Investors Research Corp
Georgia
$38K +$14.1K +550 +59%
PFO
453
Pathstone Family Office
New Jersey
$36K -$22.7K -896 -39%
BFEC
454
Benjamin F. Edwards & Company
Missouri
$33K +$28.5K +1,116 +627%
WWM
455
Wagner Wealth Management
South Carolina
$31K +$31K +1,200 New
TLFA
456
True Link Financial Advisors
California
$31K +$31K +1,202 New
SWM
457
Selective Wealth Management
Virginia
$27K
QCG
458
Quadrant Capital Group
Ohio
$26K -$14.2K -550 -35%
FHC
459
First Horizon Corporation
Tennessee
$25K
FMP
460
Financial Management Professionals
Texas
$25K
SIS
461
Sound Income Strategies
Florida
$23K +$101 +4 +0.4%
Carson Wealth (CWM LLC)
462
Carson Wealth (CWM LLC)
Nebraska
$22K
DAM
463
Delta Asset Management
Tennessee
$21K
FCM
464
Firestone Capital Management
Florida
$18K +$18K +684 New
First Manhattan
465
First Manhattan
New York
$17K
BWA
466
Burt Wealth Advisors
Maryland
$16K
VCM
467
Versant Capital Management
Arizona
$16K +$50 +2 +0.3%
JWA
468
JFS Wealth Advisors
Pennsylvania
$15K -$269K -10,752 -95%
BEI
469
Benjamin Edwards Inc
Missouri
$14K
CIAS
470
Capital Investment Advisory Services
North Carolina
$12K
GEA
471
Glen Eagle Advisors
New Jersey
$10.3K
Fidelity Investments
472
Fidelity Investments
Massachusetts
$10K -$120K -4,512 -92%
BBPWM
473
Blue Bell Private Wealth Management
Pennsylvania
$10K
CAM
474
Costello Asset Management
Pennsylvania
$10K
SSWG
475
Seven Springs Wealth Group
Tennessee
$10K +$6.37K +242 +175%