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Schwab Short-Term US Treasury ETF

484 hedge funds and large institutions have $4.62B invested in Schwab Short-Term US Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 196 increasing their positions, 181 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
-15
Holders Change %
-3.01%
% of All Funds
8.52%
Holding in Top 10
53
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.67%
% of All Funds
0.93%
New
43
Increased
196
Reduced
181
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
QCG
451
Quadrant Capital Group
Ohio
$17K -$9.09K -352 -35%
First Manhattan
452
First Manhattan
New York
$17K
VCM
453
Versant Capital Management
Arizona
$16K +$50 +2 +0.3%
JWA
454
JFS Wealth Advisors
Pennsylvania
$15K
ACA
455
Aptus Capital Advisors
Alabama
$13K -$1.25M -49,312 -99%
BBPWM
456
Blue Bell Private Wealth Management
Pennsylvania
$13K
WWM
457
Wolff Wiese Magana
California
$13K +$13K +512 New
EWM
458
Elmwood Wealth Management
California
$13K +$13K +516 New
CIAS
459
Capital Investment Advisory Services
North Carolina
$12K
BlackRock
460
BlackRock
New York
$12K +$8.25K +330 +220%
TCWA
461
Ten Capital Wealth Advisors
Washington
$11K -$166K -7,000 -94%
PMFA
462
Plante Moran Financial Advisors
Michigan
$11K +$11K +446 New
GEA
463
Glen Eagle Advisors
New Jersey
$10.3K
CAM
464
Costello Asset Management
Pennsylvania
$10K
RDFA
465
Ritter Daniher Financial Advisory
Ohio
$10K
Bank of Montreal
466
Bank of Montreal
Ontario, Canada
$10K +$10K +400 New
MAM
467
Meeder Asset Management
Ohio
$8K
BWM
468
BerganKDV Wealth Management
Minnesota
$8K
IF
469
Ironwood Financial
Arizona
$6K -$63.6K -2,394 -91%
WB
470
Webster Bank
Connecticut
$6K +$6K +222 New
JFA
471
JNBA Financial Advisors
Minnesota
$5K
VFA
472
Valeo Financial Advisors
Indiana
$5K
GWM
473
Geneos Wealth Management
Colorado
$5K
CWP
474
Concord Wealth Partners
Virginia
$5K +$2.97K +120 +146%
WP
475
WealthShield Partners
North Carolina
$4K +$4K +170 New