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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 %
SSWM
101
Sheets Smith Wealth Management
North Carolina
$6.78M +$211K +8,208 +3%
FVWA
102
Foster Victor Wealth Advisors
South Carolina
$6.77M +$1.68M +65,470 +33%
JAG
103
Journey Advisory Group
Kentucky
$6.66M +$343K +13,388 +5%
SP
104
Successful Portfolios
Florida
$6.58M +$225K +8,752 +4%
LA
105
LVW Advisors
New York
$6.16M +$47.7K +1,860 +0.8%
SF
106
Synovus Financial
Georgia
$6.08M -$85.1K -3,318 -1%
KC
107
Kingfisher Capital
North Carolina
$6M -$109K -4,242 -2%
SWA
108
Stratos Wealth Advisors
Ohio
$5.98M -$1.67M -65,120 -22%
ACG
109
Allen Capital Group
Nebraska
$5.97M -$1.27M -49,570 -18%
RJA
110
Raymond James & Associates
Florida
$5.8M +$2.3M +89,552 +66%
MWM
111
MinichMacGregor Wealth Management
New York
$5.73M -$3.49M -135,950 -38%
KFA
112
Krane Funds Advisors
New York
$5.64M +$5.64M +219,900 New
PAG
113
Private Advisor Group
New Jersey
$5.45M +$213K +8,304 +4%
CW
114
CreativeOne Wealth
Kansas
$5.02M +$1.01M +39,222 +25%
Financial Engines Advisors
115
Financial Engines Advisors
California
$4.95M +$5.18K +202 +0.1%
BA
116
Ballast Advisors
Minnesota
$4.79M -$1.09M -42,578 -19%
WOC
117
West Oak Capital
California
$4.77M +$948K +36,950 +25%
DSAM
118
Dock Street Asset Management
Florida
$4.67M -$393K -15,336 -8%
SB
119
Strategic Blueprint
Georgia
$4.66M -$292K -11,380 -6%
ICM
120
Islay Capital Management
Texas
$4.64M +$1.15M +44,740 +33%
AWM
121
AE Wealth Management
Kansas
$4.59M +$563K +21,946 +14%
MIAN
122
Mariner Independent Advisor Network
Kansas
$4.57M +$68.3K +2,664 +2%
TWM
123
Tradition Wealth Management
Minnesota
$4.3M +$1.12M +43,574 +35%
LWM
124
Lionsbridge Wealth Management
Florida
$4.3M +$28.4K +1,108 +0.7%
SAM
125
SignalPoint Asset Management
Missouri
$4.27M -$743K -28,954 -15%