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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 %
BFEC
451
Benjamin F. Edwards & Company
Missouri
$21K
AF
452
Allworth Financial
California
$21K +$15.1K +600 +259%
AIA
453
Angeles Investment Advisors
California
$21K +$21K +830 New
FWM
454
Filbrandt Wealth Management
Wisconsin
$20K +$20K +780 New
FHA
455
First Horizon Advisors
Tennessee
$18K
QCG
456
Quadrant Capital Group
Ohio
$17K
DI
457
Disciplined Investments
Oklahoma
$17K +$16K +630 +1,658%
TWA
458
TCI Wealth Advisors
Arizona
$15K -$2.5K -100 -14%
BlackRock
459
BlackRock
New York
$14K -$667 -26 -5%
NL
460
NVWM LLC
Pennsylvania
$14K +$14K +554 New
ACA
461
Aptus Capital Advisors
Alabama
$13K
BWM
462
Baystate Wealth Management
Massachusetts
$13K +$13K +490 New
EFSCE
463
Enterprise Financial Services Corp (EFSC)
Missouri
$11K
GEA
464
Glen Eagle Advisors
New Jersey
$10.2K
COCM
465
Charter Oak Capital Management
New Hampshire
$10K +$10K +400 New
FCA
466
FinTrust Capital Advisors
South Carolina
$10K +$10K +400 New
BWM
467
BerganKDV Wealth Management
Minnesota
$8K
CB
468
CNB Bank
Pennsylvania
$7K +$7K +254 New
WB
469
Webster Bank
Connecticut
$6K
IWA
470
IBEX Wealth Advisors
New Jersey
$6K +$6K +228 New
JFA
471
JNBA Financial Advisors
Minnesota
$5K
CAM
472
Costello Asset Management
Pennsylvania
$5K
GWM
473
Geneos Wealth Management
Colorado
$5K
WT
474
Whittier Trust
California
$5K +$5K +200 New
AAP
475
Arax Advisory Partners
Colorado
$4K