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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 %
Qube Research & Technologies (QRT)
476
Qube Research & Technologies (QRT)
United Kingdom
$3K
SWM
477
Spire Wealth Management
Virginia
$3K +$3K +100 New
MWA
478
Moser Wealth Advisors
Washington
$2K -$2K -60 -50%
CWC
479
Carolinas Wealth Consulting
North Carolina
$2K
1WM
480
1900 Wealth Management
Texas
$1.7K -$37 -1,440 -2%
SPIA
481
Steward Partners Investment Advisory
New York
$1.28K
FI
482
FormulaFolio Investments
Michigan
$1K -$1.05M -41,868 -100%
CMA
483
Cedar Mountain Advisors
Oregon
$1K -$250 -10 -20%
DI
484
Disciplined Investments
Oklahoma
$1K
WFA
485
West Financial Advisors
Iowa
$1K
WIM
486
Westside Investment Management
California
$7 +$7 +302 New
TI
487
tru Independence
Oregon
-$46.7K -1,842,540 Closed
CF
488
Corrigan Financial
Rhode Island
-$25.7M -998,518 Closed
RRWA
489
Rainey & Randall Wealth Advisors
Florida
-$13M -506,092 Closed
STA
490
Summit Trail Advisors
New York
-$10.5M -408,470 Closed
LCC
491
Lincoln Capital Corp
Rhode Island
-$4.79M -186,244 Closed
SS
492
Simplicity Solutions
Minnesota
-$3.77M -146,814 Closed
FPB
493
First PREMIER Bank
South Dakota
-$3.13M -121,778 Closed
GC
494
Gratus Capital
Georgia
-$2.82M -109,890 Closed
Janney Montgomery Scott
495
Janney Montgomery Scott
Pennsylvania
-$2.19M -85,070 Closed
SA
496
Strategic Advisors
New York
-$1.25M -48,646 Closed
IA
497
IndexIQ Advisors
New York
-$1.14M -44,286 Closed
WWM
498
Windsor Wealth Management
Indiana
-$1.11M -43,056 Closed
ICG
499
InterOcean Capital Group
Tennessee
-$867K -33,740 Closed
ECG
500
Edge Capital Group
Georgia
-$771K -30,000 Closed