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Schwab Short-Term US Treasury ETF

573 hedge funds and large institutions have $10B invested in Schwab Short-Term US Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 209 increasing their positions, 224 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-6
Holders Change %
-1.04%
% of All Funds
9.14%
Holding in Top 10
47
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.62%
% of All Funds
0.75%
New
56
Increased
209
Reduced
224
Closed
57
Calls
$412K
Puts
$5K
Net Calls
+$407K
Net Calls Change
-$627K
Name Holding Trade Value Shares
Change
Shares
Change %
PGAM
226
Princeton Global Asset Management
New Jersey
$1.41M -$132K -5,492 -9%
AI
227
Atria Investments
North Carolina
$1.4M -$546K -22,792 -28%
FTUS
228
Flow Traders U.S.
New York
$1.4M +$1.1M +45,962 +373%
DG
229
DMC Group
Alabama
$1.38M -$78.9K -3,294 -5%
William Blair & Company
230
William Blair & Company
Illinois
$1.38M +$110K +4,612 +9%
PRS
231
Pinkerton Retirement Specialists
Idaho
$1.35M +$54.5K +2,274 +4%
WANY
232
Wealthspire Advisors (New York)
New York
$1.34M -$623 -26 -0%
SFS
233
Solitude Financial Services
Virginia
$1.33M +$419K +17,490 +46%
TLFA
234
True Link Financial Advisors
California
$1.33M +$565K +23,584 +74%
CIR
235
Clear Investment Research
Georgia
$1.32M -$70.6K -2,948 -5%
BCM
236
Brookstone Capital Management
Illinois
$1.3M -$76K -3,182 -6%
FIB
237
First Interstate Bank
Montana
$1.24M -$125K -5,200 -9%
AWS
238
Arkfeld Wealth Strategies
Nebraska
$1.23M +$6.94K +290 +0.6%
DB
239
Dravo Bay
Delaware
$1.23M +$43.4K +1,812 +4%
FAM
240
Family Asset Management
South Carolina
$1.23M +$1.02M +42,514 +474%
KPWS
241
Kestra Private Wealth Services
Texas
$1.22M +$959K +40,048 +370%
MA
242
McBroom & Associates
Nevada
$1.19M -$189K -7,874 -14%
SFA
243
Sequoia Financial Advisors
Ohio
$1.16M -$347K -14,484 -23%
EWM
244
Elmwood Wealth Management
California
$1.15M
Envestnet Portfolio Solutions
245
Envestnet Portfolio Solutions
Illinois
$1.15M +$1.15M +47,828 New
Corient Private Wealth
246
Corient Private Wealth
Florida
$1.14M -$49.3K -2,058 -4%
AAS
247
Ameritas Advisory Services
Nebraska
$1.13M +$1.13M +47,060 New
WFS
248
Weitzel Financial Services
Iowa
$1.12M +$7.4K +310 +0.7%
WWM
249
WT Wealth Management
Arizona
$1.12M -$25.9K -1,080 -2%
B
250
Bensler
Washington
$1.11M -$124K -5,198 -10%