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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 %
BWM
451
BerganKDV Wealth Management
Minnesota
$8K
MAM
452
Meeder Asset Management
Ohio
$8K
WB
453
Webster Bank
Connecticut
$6K
AF
454
Allworth Financial
California
$6K +$6K +232 New
CAM
455
Costello Asset Management
Pennsylvania
$5K -$4.89K -184 -49%
JFA
456
JNBA Financial Advisors
Minnesota
$5K
GWM
457
Geneos Wealth Management
Colorado
$5K
CWP
458
Concord Wealth Partners
Virginia
$5K
SPIA
459
Steward Partners Investment Advisory
New York
$5K +$3.63K +132 +264%
FMP
460
Financial Management Professionals
Texas
$4K -$64.1K -2,244 -94%
AAP
461
Arax Advisory Partners
Colorado
$4K +$4K +138 New
Qube Research & Technologies (QRT)
462
Qube Research & Technologies (QRT)
United Kingdom
$3K
CFFP
463
Center for Financial Planning
Michigan
$3K +$3K +128 New
MWA
464
Moser Wealth Advisors
Washington
$2K
CWC
465
Carolinas Wealth Consulting
North Carolina
$2K
AC
466
Arjuna Capital
North Carolina
$2K +$2K +78 New
TCCM
467
Timber Creek Capital Management
Massachusetts
$2K +$2K +80 New
DI
468
Disciplined Investments
Oklahoma
$1K
CMA
469
Cedar Mountain Advisors
Oregon
$1K
FI
470
FormulaFolio Investments
Michigan
$1K
WFA
471
West Financial Advisors
Iowa
$1K
CIA
472
Choate Investment Advisors
Massachusetts
$1K +$1K +50 New
WIM
473
Westside Investment Management
California
$7
DF
474
Donoghue Forlines
Massachusetts
-$10.1M -395,114 Closed
LIM
475
Lathrop Investment Management
Arkansas
-$3.68M -143,488 Closed