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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 %
DIM
501
Delta Investment Management
California
-$768K -29,890 Closed
FWM
502
Frontier Wealth Management
Missouri
-$730K -28,426 Closed
FTUS
503
Flow Traders U.S.
New York
-$593K -23,070 Closed
VWA
504
Visionary Wealth Advisors
Illinois
-$530K -20,644 Closed
GHA
505
GW Henssler & Associates
Georgia
-$382K -14,884 Closed
SFC
506
SYM Financial Corp
Indiana
-$366K -14,258 Closed
OWM
507
Opes Wealth Management
California
-$360K -14,000 Closed
SIS
508
SVB Investment Services
Utah
-$312K -12,146 Closed
SPC
509
Sigma Planning Corp
Michigan
-$273K -10,618 Closed
EH
510
Equitable Holdings
New York
-$255K -9,922 Closed
CCP
511
Cardan Capital Partners
Colorado
-$247K -9,616 Closed
CB
512
Commerce Bank
Missouri
-$238K -9,260 Closed
EWM
513
Evermay Wealth Management
Virginia
-$237K -9,220 Closed
OPS
514
Orion Portfolio Solutions
Nebraska
-$229K -8,920 Closed
GWAM
515
Guardian Wealth Advisors (Minnesota)
Minnesota
-$227K -8,852 Closed
VHAM
516
Van Hulzen Asset Management
California
-$219K -8,504 Closed
AWA
517
Acorn Wealth Advisors
Michigan
-$214K -8,334 Closed
PIM
518
Penobscot Investment Management
Massachusetts
-$211K -8,230 Closed
NP
519
NorthRock Partners
Minnesota
-$204K -7,954 Closed
TIAM2
520
Tru Independence Asset Management 2
Oregon
-$183K -7,110 Closed
ASN
521
Advisory Services Network
Georgia
-$93K -3,616 Closed
HPC
522
HM Payson & Co
Maine
-$89K -3,482 Closed
SIAG
523
Signet Investment Advisory Group
Rhode Island
-$87K -3,404 Closed
KCM
524
Kathmere Capital Management
Pennsylvania
-$68K -2,652 Closed
FWM
525
Filbrandt Wealth Management
Wisconsin
-$50K -1,942 Closed