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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 %
PGAM
176
Princeton Global Asset Management
New Jersey
$1.87M +$677K +26,402 +57%
SCA
177
STALEY CAPITAL ADVISERS
Pennsylvania
$1.86M -$71.9K -2,800 -4%
BDF
178
Black Diamond Financial
Maryland
$1.85M -$892K -34,792 -33%
IWC
179
Integrated Wealth Concepts
Massachusetts
$1.85M +$823K +32,068 +80%
SSB
180
Sandy Spring Bank
Maryland
$1.84M +$1.08M +42,196 +142%
PCWA
181
Pacific Capital Wealth Advisors
California
$1.84M +$570K +22,216 +45%
HNW
182
High Note Wealth
Minnesota
$1.82M -$3.18K -124 -0.2%
CF
183
Centaurus Financial
California
$1.81M -$84.8K -3,304 -4%
PP
184
PrairieView Partners
Minnesota
$1.8M -$47.6K -1,856 -3%
TFA
185
Toth Financial Advisory
Virginia
$1.76M +$382K +14,882 +28%
FMC
186
First Merchants Corp
Indiana
$1.75M -$519K -20,224 -23%
FAIM
187
Financial Advocates Investment Management
Washington
$1.7M -$366K -14,266 -18%
DI
188
DAGCO Inc
Ohio
$1.64M +$1.64M +63,970 New
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$1.62M -$829K -32,330 -34%
PAG
190
Pinnacle Advisory Group
Maryland
$1.61M -$366K -14,282 -19%
PMG
191
ProVise Management Group
Florida
$1.58M -$327K -12,732 -17%
WIC
192
Whitegate Investment Counselors
New Hampshire
$1.57M +$380K +14,804 +32%
MA
193
MCF Advisors
Kentucky
$1.56M -$96K -3,742 -6%
OIA
194
OneDigital Investment Advisors
Kansas
$1.55M +$74.3K +2,896 +5%
BIP
195
Blueprint Investment Partners
North Carolina
$1.53M +$1.53M +59,648 +331,378%
PAS
196
Park Avenue Securities
New York
$1.52M +$1.52M +59,096 New
SFA
197
Seneca Financial Advisors
New York
$1.5M +$360K +14,042 +32%
AI
198
Atria Investments
North Carolina
$1.48M -$65.4K -2,550 -4%
SWM
199
SigFig Wealth Management
California
$1.46M +$48K +1,872 +3%
FF
200
Friedenthal Financial
New Jersey
$1.43M +$46.1K +1,796 +3%