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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.

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 %
DW
26
Domani Wealth
Pennsylvania
$26.5M +$1.7M +66,152 +7%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$25.3M -$4.31M -167,894 -15%
MIM
28
Morningstar Investment Management
Illinois
$25.3M +$2.62M +102,020 +12%
HI
29
Harbour Investments
Wisconsin
$24.8M +$24.8M +967,646 New
AWE
30
Avidian Wealth Enterprises
Texas
$24.7M +$1.11M +43,240 +5%
UCFA
31
United Capital Financial Advisors
Texas
$23.9M -$1.97M -76,956 -8%
DC
32
Davenport & Co
Virginia
$23.6M +$23.2M +904,196 +6,028%
Wells Fargo
33
Wells Fargo
California
$22.9M -$6.7M -261,058 -23%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$22.7M +$6.9M +268,760 +44%
WFA
35
WestHill Financial Advisors
California
$22.6M +$1.84M +71,892 +9%
ATI
36
Act Two Investors
California
$22.4M +$3.37M +131,288 +18%
CIC
37
Carnegie Investment Counsel
Ohio
$21.6M -$931K -36,294 -4%
TFS
38
TrustCore Financial Services
Tennessee
$20.9M -$1.52M -59,372 -7%
RC
39
Roundview Capital
New Jersey
$20.3M +$898K +35,000 +5%
VNA
40
Valley National Advisers
Pennsylvania
$19.9M -$10.4M -406,062 -34%
VCM
41
Vivaldi Capital Management
Illinois
$19.3M -$6.27M -244,376 -25%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$18.9M -$10.2M -396,040 -35%
MAM
43
Marotta Asset Management
Virginia
$17.9M +$3.22M +125,762 +22%
GGS
44
Galvin Gaustad & Stein
Arizona
$17.5M +$300K +11,708 +2%
HWA
45
Heartwood Wealth Advisors
Virginia
$16.6M +$1.61M +62,756 +11%
Renaissance Technologies
46
Renaissance Technologies
New York
$14.6M -$6.46M -251,800 -31%
WFA
47
Websterrogers Financial Advisors
South Carolina
$13.7M -$185K -7,200 -1%
HighTower Advisors
48
HighTower Advisors
Illinois
$13.7M -$295K -11,502 -2%
CMP
49
Courage Miller Partners
Virginia
$13.5M +$429K +16,718 +3%
LIM
50
Leavell Investment Management
Alabama
$13.4M +$1.32M +51,614 +11%