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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 %
CGL
76
Clarius Group LLC
Washington
$8.81M -$610K -23,760 -6%
BSB
77
Bangor Savings Bank
Maine
$8.77M +$543K +21,158 +7%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$8.75M -$44.4K -1,730 -0.5%
AF
79
Advisornet Financial
Minnesota
$8.4M +$712K +27,736 +9%
BIA
80
Bigelow Investment Advisors
Maine
$8.35M +$63.2K +2,464 +0.8%
NFG
81
Northeast Financial Group
Pennsylvania
$8.32M +$2.61M +101,568 +46%
DIA
82
Dean Investment Associates
Ohio
$8.27M +$78.9K +3,074 +1%
CFD
83
Creative Financial Designs
Indiana
$8.21M +$1.92M +74,920 +31%
UBS Group
84
UBS Group
Switzerland
$8.11M +$3.08M +120,118 +61%
LWM
85
Laidlaw Wealth Management
New York
$8.08M +$2.25M +87,776 +39%
KF
86
Krilogy Financial
Missouri
$7.67M +$1.69M +66,014 +28%
Citadel Advisors
87
Citadel Advisors
Florida
$7.66M +$1.46M +56,948 +24%
DBRC
88
D.B. Root & Company
Pennsylvania
$7.53M -$2.75M -107,126 -27%
MFT
89
Moisand Fitzgerald Tamayo
Florida
$7.35M +$22.9K +894 +0.3%
FCA
90
FLC Capital Advisors
California
$7.29M -$1.39M -54,126 -16%
HB
91
Homrich & Berg
Georgia
$7.27M -$1.67M -65,168 -19%
IMC Chicago
92
IMC Chicago
Illinois
$7.27M +$7.27M +283,434 New
LPL Financial
93
LPL Financial
California
$7.24M +$727K +28,342 +11%
MA
94
Modus Advisors
Minnesota
$7.19M +$464K +18,094 +7%
FIM
95
Freedom Investment Management
Connecticut
$7.13M -$761K -29,656 -10%
FNT
96
First National Trust
Pennsylvania
$7.12M +$645K +25,122 +10%
CHJWM
97
Carlton Hofferkamp & Jenks Wealth Management
Texas
$6.96M -$115K -4,490 -2%
SHWM
98
Smith & Howard Wealth Management
Georgia
$6.94M +$18.8K +732 +0.3%
Morgan Stanley
99
Morgan Stanley
New York
$6.92M -$1.69M -65,788 -20%
EWA
100
ERTS Wealth Advisors
Michigan
$6.82M +$1.88M +73,286 +38%