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Schwab Short-Term US Treasury ETF

473 hedge funds and large institutions have $6.28B invested in Schwab Short-Term US Treasury ETF in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 187 increasing their positions, 180 reducing their positions, and 45 closing their positions.

Holders
473
Holders Change
-11
Holders Change %
-2.27%
% of All Funds
8.26%
Holding in Top 10
50
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.66%
% of All Funds
0.87%
New
39
Increased
187
Reduced
180
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
76
Morgan Stanley
New York
$8.69M +$1.78M +69,584 +26%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$8.59M -$146K -5,686 -2%
DIA
78
Dean Investment Associates
Ohio
$8.55M +$289K +11,292 +4%
AF
79
Advisornet Financial
Minnesota
$8.51M +$128K +4,988 +2%
BIA
80
Bigelow Investment Advisors
Maine
$8.34M
HI
81
Harrington Investments
California
$8.12M -$4.21M -164,502 -34%
JAG
82
Journey Advisory Group
Kentucky
$7.92M +$1.27M +49,704 +19%
FVWA
83
Foster Victor Wealth Advisors
South Carolina
$7.87M +$1.1M +43,110 +16%
FNT
84
First National Trust
Pennsylvania
$7.84M +$742K +28,970 +10%
UBS Group
85
UBS Group
Switzerland
$7.83M -$271K -10,600 -3%
MFT
86
Moisand Fitzgerald Tamayo
Florida
$7.58M +$242K +9,438 +3%
AWM
87
AE Wealth Management
Kansas
$7.47M +$2.89M +112,994 +63%
MA
88
Modus Advisors
Minnesota
$7.44M +$272K +10,608 +4%
WOC
89
West Oak Capital
California
$7.34M +$2.58M +100,740 +54%
CA
90
Cambridge Associates
Massachusetts
$7.31M +$3.99M +155,928 +120%
HB
91
Homrich & Berg
Georgia
$7.22M -$44.5K -1,736 -0.6%
BSB
92
Bangor Savings Bank
Maine
$7.21M -$1.55M -60,388 -18%
LPL Financial
93
LPL Financial
California
$7.11M -$118K -4,592 -2%
DBRC
94
D.B. Root & Company
Pennsylvania
$7.03M -$479K -18,718 -6%
CW
95
CreativeOne Wealth
Kansas
$6.98M +$1.97M +76,942 +39%
FIM
96
Freedom Investment Management
Connecticut
$6.8M -$317K -12,364 -4%
SP
97
Successful Portfolios
Florida
$6.7M +$123K +4,816 +2%
SSWM
98
Sheets Smith Wealth Management
North Carolina
$6.55M -$213K -8,300 -3%
HighTower Advisors
99
HighTower Advisors
Illinois
$6.46M -$7.22M -281,798 -53%
RJA
100
Raymond James & Associates
Florida
$6.33M +$541K +21,132 +9%