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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 %
AWS
201
AJ Wealth Strategies
New York
$1.42M
PRS
202
Pinkerton Retirement Specialists
Idaho
$1.41M +$202K +7,858 +17%
AWM
203
Avitas Wealth Management
California
$1.35M +$113K +4,410 +9%
OAM
204
Optimal Asset Management
California
$1.33M -$3.13K -122 -0.2%
LWAC
205
Laurel Wealth Advisors (California)
California
$1.33M -$769 -30 -0.1%
JCIA
206
Jackson Creek Investment Advisors
Colorado
$1.32M +$128K +4,996 +11%
MA
207
Menlo Advisors
California
$1.31M -$513 -20 -0%
MA
208
MUFG Americas
New York
$1.31M +$10.7K +418 +0.8%
AHC
209
Anderson Hoagland & Co
Missouri
$1.3M +$249K +9,716 +24%
RRC
210
Relaxing Retirement Coach
Massachusetts
$1.3M -$407K -15,864 -24%
TCM
211
Twele Capital Management
Minnesota
$1.29M +$71.7K +2,796 +6%
PWM
212
Perigon Wealth Management
California
$1.28M +$26.3K +1,026 +2%
APA
213
American Portfolios Advisors
New York
$1.25M +$1.02M +39,770 +436%
CA
214
Calton & Associates
Florida
$1.22M +$22.5K +878 +2%
ECM
215
Evergreen Capital Management
Washington
$1.22M -$862K -33,596 -41%
RIM
216
Rockbridge Investment Management
New York
$1.21M +$262K +10,220 +28%
CPFP
217
Clear Perspectives Financial Planning
Ohio
$1.2M -$523K -20,380 -30%
AWS
218
Arkfeld Wealth Strategies
Nebraska
$1.19M -$462K -18,022 -28%
WC
219
Wealth CMT
New Jersey
$1.19M +$21.9K +852 +2%
SWM
220
SeaCrest Wealth Management
New York
$1.18M -$31.8K -1,238 -3%
WWM
221
WT Wealth Management
Arizona
$1.18M +$2.26K +88 +0.2%
CMBA
222
C.M. Bidwell & Associates
Hawaii
$1.16M +$226K +8,802 +24%
SCM
223
Seascape Capital Management
New Hampshire
$1.13M -$212K -8,274 -16%
KAS
224
Kestra Advisory Services
Texas
$1.09M -$1.42M -55,302 -57%
SAM
225
Summit Asset Management
Tennessee
$1.05M