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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 %
RDFA
476
Ritter Daniher Financial Advisory
Ohio
$10K +$10K +400 New
PCG
477
Private Capital Group
Connecticut
$9K -$6.2K -248 -41%
BWM
478
BerganKDV Wealth Management
Minnesota
$8K
MAM
479
Meeder Asset Management
Ohio
$8K
CB
480
CNB Bank
Pennsylvania
$7K +$7K +284 New
GWM
481
Geneos Wealth Management
Colorado
$5K -$9.95K -398 -67%
JFA
482
JNBA Financial Advisors
Minnesota
$5K
MCM
483
McMillion Capital Management
North Carolina
$5K +$5K +192 New
VFA
484
Valeo Financial Advisors
Indiana
$5K +$5K +200 New
BlackRock
485
BlackRock
New York
$4K -$1.17K -44 -23%
AAP
486
Arax Advisory Partners
Colorado
$4K +$753 +32 +23%
MWA
487
Moser Wealth Advisors
Washington
$3K -$1.5K -60 -33%
Qube Research & Technologies (QRT)
488
Qube Research & Technologies (QRT)
United Kingdom
$3K
SQA
489
Simon Quick Advisors
New Jersey
$2K +$2K +58 New
CWC
490
Carolinas Wealth Consulting
North Carolina
$2K +$2K +80 New
CWP
491
Concord Wealth Partners
Virginia
$2K +$2K +82 New
DI
492
Disciplined Investments
Oklahoma
$1K -$16.5K -626 -94%
CMA
493
Cedar Mountain Advisors
Oregon
$1K
SPIA
494
Steward Partners Investment Advisory
New York
$1K
WFA
495
West Financial Advisors
Iowa
$1K +$1K +56 New
BIP
496
Blueprint Investment Partners
North Carolina
$447 -$432K -17,380 -100%
VFP
497
Verus Financial Partners
Virginia
-$10.2M -397,116 Closed
CM
498
Columbus Macro
Pennsylvania
-$5.87M -227,844 Closed
FFN
499
Focus Financial Network
Minnesota
-$5.58M -216,670 Closed
IMC Chicago
500
IMC Chicago
Illinois
-$5.24M -203,352 Closed