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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.

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 Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.17B 22,741,636 +2,388,639 +12%
Ameriprise
2
Ameriprise
Minnesota
$366M 6,984,296 -2,290,027 -25%
SEI Investments
3
SEI Investments
Pennsylvania
$278M 5,409,981
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$168M 3,264,548 +219,842 +7%
Franklin Resources
5
Franklin Resources
California
$154M 3,010,363 +40,438 +1%
NA
6
NextCapital Advisers
Illinois
$148M 2,892,256 -129,609 -4%
FEG
7
Fund Evaluation Group
Ohio
$139M 2,707,316 +224,925 +9%
Charles Schwab
8
Charles Schwab
California
$99.1M 1,930,889 +234,234 +14%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$80.1M 1,561,773 +57,450 +4%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$57.7M 1,124,273 +135,738 +14%
Stifel Financial
11
Stifel Financial
Missouri
$49M 954,991 +103,241 +12%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$47.6M 928,208 -31,405 -3%
Osaic Holdings
13
Osaic Holdings
Arizona
$46.6M 908,064 -7,096 -0.8%
TCM
14
Tradewinds Capital Management
Washington
$43.5M 847,172 +80,224 +10%
EEP
15
Edgehill Endowment Partners
Connecticut
$41.4M 806,134 +836 +0.1%
HC
16
Hamilton Capital
Ohio
$37.8M 735,788 +442 +0.1%
5L
17
55I LLC
Massachusetts
$35.6M 693,134 +62,552 +10%
BOPW
18
Brandywine Oak Private Wealth
Pennsylvania
$34.4M 669,635 -46,041 -6%
AssetMark Inc
19
AssetMark Inc
California
$34.2M 666,183 +119,543 +22%
QCMNJ
20
Quantum Capital Management (New Jersey)
New Jersey
$31.8M 619,031 +1,468 +0.2%
RWP
21
Reliant Wealth Planning
Kentucky
$31.3M 609,500 +32,334 +6%
SPA
22
Sentinel Pension Advisors
Massachusetts
$30.6M 398,223 +255,920 +180%
REMPR
23
Roof Eidam Maycock Peralta (REMP)
California
$29.5M 574,084 +353,971 +161%
Truist Financial
24
Truist Financial
North Carolina
$28.9M 562,928 +433,509 +335%
TCPWM
25
Traverso Chambers Private Wealth Management
California
$28.3M 552,283 +38,689 +8%