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Schwab Long-Term US Treasury ETF

26 hedge funds and large institutions have $26.9M invested in Schwab Long-Term US Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+11
Holders Change %
+73.33%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
5
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCP
1
Cardan Capital Partners
Colorado
$8.31M +$8.31M +175,516 New
TI
2
Tidal Investments
Wisconsin
$6.52M +$6.52M +137,781 New
Citadel Advisors
3
Citadel Advisors
Florida
$2.04M +$1.1M +23,197 +116%
IMC Chicago
4
IMC Chicago
Illinois
$1.37M -$2.84M -59,967 -67%
FTUS
5
Flow Traders U.S.
New York
$1.37M +$867K +18,327 +172%
CST
6
Charles Schwab Trust
Nevada
$1.32M -$1.53M -32,088 -54%
AHSSHC
7
Adventist Health System Sunbelt Healthcare Corp
Florida
$1.22M +$197K +4,163 +19%
Jane Street
8
Jane Street
New York
$1.16M +$1.16M +24,584 New
DSAM
9
Dock Street Asset Management
Florida
$517K -$51.7K -1,091 -9%
DIM
10
Delta Investment Management
California
$481K +$481K +10,164 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$412K +$412K +8,704 New
CSIA
12
Charles Schwab Investment Advisory
California
$339K -$191K -4,035 -36%
OMC
13
Old Mission Capital
Illinois
$334K +$334K +7,058 New
Bank of New York Mellon
14
Bank of New York Mellon
New York
$316K +$316K +6,683 New
CMO
15
Covenant Multifamily Offices
Texas
$271K +$271K +5,733 New
SWM
16
SeaCrest Wealth Management
New York
$229K +$10.4K +220 +5%
UBS AM
17
UBS AM
Illinois
$214K
Osaic Holdings
18
Osaic Holdings
Arizona
$193K +$193K +4,083 New
NFG
19
Next Financial Group
Texas
$177K +$177K +3,735 New
UBS Group
20
UBS Group
Switzerland
$140K +$140K +2,969 New
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$9K +187 New
AF
22
Advisornet Financial
Minnesota
$3K +$857 +16 +40%
CWA
23
Clearview Wealth Advisors
Oregon
$2K +$2K +39 New
APWA
24
Atlas Private Wealth Advisors
New Jersey
$1K +$1K +31 New
Charles Schwab
25
Charles Schwab
California
-$19.5M -356,233 Closed