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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 %
FANJ
126
Financial Architects (New Jersey)
New Jersey
$4.25M -$362K -14,102 -8%
PC
127
Prairiewood Capital
North Dakota
$3.9M +$68K +2,650 +2%
DAS
128
Dynamic Advisor Solutions
Arizona
$3.72M +$129K +5,042 +4%
LIM
129
Lathrop Investment Management
Arkansas
$3.68M +$15.2K +594 +0.4%
CI
130
Cordant Inc
Oregon
$3.66M +$107K +4,174 +3%
Commonwealth Equity Services
131
Commonwealth Equity Services
Massachusetts
$3.56M -$195K -7,608 -5%
NCM
132
Nelson Capital Management
California
$3.56M -$661K -25,782 -16%
BRWA
133
B. Riley Wealth Advisors
Florida
$3.42M +$3.42M +133,282 New
DT
134
Diversified Trust
Tennessee
$3.39M +$917K +35,744 +37%
LF
135
LifeSteps Financial
California
$3.37M +$913K +35,586 +37%
CA
136
Cambridge Associates
Massachusetts
$3.32M +$2M +77,850 +151%
PGWM
137
Parisi Gray Wealth Management
New Jersey
$3.25M +$1.47M +57,248 +82%
SGAM
138
Stephens Group Asset Management
Arkansas
$3.17M +$1.35M +52,632 +74%
MWM
139
MBE Wealth Management
Wisconsin
$3.07M +$122K +4,768 +4%
HCM
140
Hutchinson Capital Management
California
$3.07M +$205 +8 +0%
MA
141
Mutual Advisors
Nebraska
$3.07M +$465K +18,114 +18%
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$3.03M -$2.59M
JFS
143
JD Financial Services
Pennsylvania
$3.01M -$767K -29,906 -20%
PCM
144
Parsons Capital Management
Rhode Island
$2.97M +$257K +10,000 +9%
SWA
145
SFMG Wealth Advisors
Texas
$2.86M -$1.43M -55,688 -33%
JWS
146
Juncture Wealth Strategies
Arizona
$2.82M -$1.6M -62,234 -36%
Deutsche Bank
147
Deutsche Bank
Germany
$2.81M +$182K +7,096 +7%
NCM
148
Northwest Capital Management
Oregon
$2.8M -$73.1K -2,850 -3%
Koshinski Asset Management
149
Koshinski Asset Management
Illinois
$2.79M +$546K +21,272 +24%
Creative Planning
150
Creative Planning
Kansas
$2.71M -$236K -9,206 -8%