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Schwab Short-Term US Treasury ETF

581 hedge funds and large institutions have $8.03B invested in Schwab Short-Term US Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 238 increasing their positions, 221 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
-16
Holders Change %
-2.68%
% of All Funds
8.45%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.61%
New
55
Increased
238
Reduced
221
Closed
62
Calls
$2.02M
Puts
$1.63M
Net Calls
+$389K
Net Calls Change
+$698K
Name Holding Trade Value Shares
Change
Shares
Change %
GWWM
226
Great Waters Wealth Management
Minnesota
$1.41M -$99.6K -4,140 -7%
BFEC
227
Benjamin F. Edwards & Company
Missouri
$1.4M +$210K +8,724 +18%
AFP
228
Ausdal Financial Partners
Iowa
$1.35M -$58.5K -2,432 -4%
HPFG
229
Hart & Patterson Financial Group
Massachusetts
$1.3M +$3.61K +150 +0.3%
GWP
230
Gateway Wealth Partners
Wisconsin
$1.3M +$1.06M +43,848 +440%
AC
231
Avestar Capital
New York
$1.29M +$1.29M +53,800 New
HCP
232
Hexagon Capital Partners
Arkansas
$1.28M +$88K +3,656 +7%
BRIA
233
Balanced Rock Investment Advisors
Massachusetts
$1.26M +$69.9K +2,906 +6%
BFA
234
Beacon Financial Advisory
Ohio
$1.26M +$71.2K +2,960 +6%
FIB
235
First Interstate Bank
Montana
$1.24M
ATI
236
ARK & TLK Investments
Oklahoma
$1.23M +$785K +32,608 +175%
DG
237
DMC Group
Alabama
$1.23M -$76.5K -3,178 -6%
WAM
238
WNY Asset Management
New York
$1.21M +$1.21M +50,372 New
GRP
239
Global Retirement Partners
California
$1.21M +$154K +6,416 +15%
CCFCSB
240
Cape Cod Five Cents Savings Bank
Massachusetts
$1.18M -$57.9K -2,406 -5%
EWA
241
EverSource Wealth Advisors
Alabama
$1.18M +$337K +13,896 +40%
EWM
242
Elmwood Wealth Management
California
$1.16M
OIA
243
OneDigital Investment Advisors
Kansas
$1.14M +$72.8K +3,026 +7%
Envestnet Portfolio Solutions
244
Envestnet Portfolio Solutions
Illinois
$1.14M +$545K +22,660 +92%
NRI
245
NFP Retirement Inc
California
$1.12M +$156K +6,478 +16%
KWM
246
Kingsview Wealth Management
Oregon
$1.11M -$135K -5,606 -11%
SAI
247
Savvy Advisors Inc
New York
$1.09M +$93.3K +3,876 +9%
CWA
248
Clearview Wealth Advisors
Oregon
$1.08M +$1.08M +44,736 New
DWM
249
Diversify Wealth Management
Utah
$1.07M +$1.07M +43,970 New
TCM
250
Towercrest Capital Management
Pennsylvania
$1.07M +$40.6K +1,686 +4%