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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.

New
Increased
Maintained
Reduced
Closed
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 %
MAM
176
Marquette Asset Management
Minnesota
$1.83M +$1.13M +44,000 +161%
AI
177
Atria Investments
North Carolina
$1.82M +$348K +13,570 +24%
CT
178
Cambridge Trust
Massachusetts
$1.82M -$286K -11,168 -14%
PP
179
PrairieView Partners
Minnesota
$1.76M -$34.2K -1,334 -2%
FF
180
Friedenthal Financial
New Jersey
$1.76M +$331K +12,934 +23%
CF
181
Centaurus Financial
California
$1.74M -$72.1K -2,814 -4%
SFA
182
Seneca Financial Advisors
New York
$1.7M +$207K +8,092 +14%
ECM
183
Evergreen Capital Management
Washington
$1.7M +$486K +18,990 +40%
Baird Financial Group
184
Baird Financial Group
Wisconsin
$1.68M +$671K +26,200 +67%
PGAM
185
Princeton Global Asset Management
New Jersey
$1.67M -$189K -7,364 -10%
FMC
186
First Merchants Corp
Indiana
$1.67M -$80.1K -3,126 -5%
SWM
187
SigFig Wealth Management
California
$1.65M +$194K +7,592 +13%
CMBA
188
C.M. Bidwell & Associates
Hawaii
$1.64M +$481K +18,792 +41%
VVP
189
Venture Visionary Partners
Ohio
$1.64M -$308K -12,028 -16%
PEA
190
Pacific Edge Advisors
California
$1.62M -$820K -32,000 -34%
HNW
191
High Note Wealth
Minnesota
$1.62M -$196K -7,652 -11%
MA
192
MCF Advisors
Kentucky
$1.6M +$43.7K +1,706 +3%
SB
193
Strategic Blueprint
Georgia
$1.54M -$3.12M -121,790 -67%
OIA
194
OneDigital Investment Advisors
Kansas
$1.5M -$39.2K -1,530 -3%
WIC
195
Whitegate Investment Counselors
New Hampshire
$1.49M -$70.2K -2,742 -4%
SEP
196
Southland Equity Partners
Missouri
$1.49M +$976K +38,122 +190%
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$1.47M -$148K -5,798 -9%
SPA
198
Sentinel Pension Advisors
Massachusetts
$1.45M -$18.9M -739,818 -93%
JCIA
199
Jackson Creek Investment Advisors
Colorado
$1.45M +$134K +5,244 +10%
TCM
200
Twele Capital Management
Minnesota
$1.45M +$162K +6,316 +13%