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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 %
Cerity Partners
151
Cerity Partners
New York
$2.67M -$311K -12,124 -10%
MPM
152
Meritage Portfolio Management
Kansas
$2.67M +$1.09M +42,450 +69%
WCF
153
West Coast Financial
California
$2.65M -$519K -20,226 -16%
BDFN
154
Bond & Devick Financial Network
Minnesota
$2.58M +$746K +29,056 +41%
S
155
Surevest
California
$2.57M -$68K -2,650 -3%
MIS
156
Morningstar Investment Services
Illinois
$2.55M +$433K +16,882 +20%
PAM
157
Peak Asset Management
Colorado
$2.55M -$269K -10,482 -10%
Millennium Management
158
Millennium Management
New York
$2.53M -$1.94M -75,818 -43%
CPIG
159
Chicago Partners Investment Group
Illinois
$2.5M +$330K +12,868 +15%
WFS
160
Weitzel Financial Services
Iowa
$2.5M -$151K -5,882 -6%
PEA
161
Pacific Edge Advisors
California
$2.44M -$20.5K -800 -0.8%
ISWM
162
Independent Solutions Wealth Management
New York
$2.34M +$438K +17,090 +23%
HSA
163
HBK Sorce Advisory
Pennsylvania
$2.29M -$302K -11,752 -12%
TW
164
TrinityPoint Wealth
Connecticut
$2.23M -$97.5K -3,800 -4%
CIP
165
Capital Insight Partners
Arizona
$2.2M -$53.1K -2,070 -2%
AHSSHC
166
Adventist Health System Sunbelt Healthcare Corp
Florida
$2.18M +$350K +13,628 +19%
CBFP
167
Cedar Brook Financial Partners
Ohio
$2.12M +$37.8K +1,472 +2%
CT
168
Cambridge Trust
Massachusetts
$2.11M +$2.11M +82,142 New
GVAG
169
Great Valley Advisor Group
Delaware
$2.05M +$84.9K +3,310 +4%
RA
170
Riversedge Advisors
Delaware
$1.97M +$288K +11,212 +17%
BOM
171
Bank of Marin
California
$1.96M +$3.18K +124 +0.2%
VVP
172
Venture Visionary Partners
Ohio
$1.95M -$174K -6,780 -8%
RWA
173
Redhawk Wealth Advisors
Minnesota
$1.95M
SFA
174
Sequoia Financial Advisors
Ohio
$1.88M +$360K +14,038 +24%
WP
175
WealthSource Partners
California
$1.87M +$455K +17,724 +32%