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Schwab Short-Term US Treasury ETF

579 hedge funds and large institutions have $11.8B invested in Schwab Short-Term US Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 224 increasing their positions, 212 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
9.13%
Holding in Top 10
52
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.34%
% of All Funds
0.82%
New
68
Increased
224
Reduced
212
Closed
56
Calls
$1.17M
Puts
$139K
Net Calls
+$1.03M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Shares
Change %
CS
251
Comerica Securities
Michigan
$1.07M -$159K -6,632 -13%
NFW
252
Noble Family Wealth
Florida
$1.07M -$192K -8,000 -15%
CA
253
CoreCap Advisors
Michigan
$1.03M +$1.03M +43,036 New
JWCA
254
J.W. Cole Advisors
Florida
$1.03M +$2.64K +110 +0.3%
CYG
255
Clean Yield Group
Vermont
$1.02M -$202K -8,400 -17%
EAM
256
Evanson Asset Management
California
$989K +$428K +17,816 +76%
BDF
257
Black Diamond Financial
Maryland
$960K +$287K +11,932 +43%
VA
258
Valmark Advisers
Ohio
$944K -$111K -4,634 -11%
PAS
259
Park Avenue Securities
New York
$942K +$942K +39,206 New
Prudential Financial
260
Prudential Financial
New Jersey
$932K +$338K +14,056 +57%
RG
261
Retirement Group
California
$924K -$196K -8,156 -17%
DWM
262
Dopkins Wealth Management
New York
$915K -$976K -40,628 -52%
SFS
263
Solitude Financial Services
Virginia
$914K +$914K +38,050 New
FIC
264
Family Investment Center
Missouri
$912K +$5.34K +222 +0.6%
Bank of New York Mellon
265
Bank of New York Mellon
New York
$906K -$697K -28,996 -43%
FW
266
FirstPurpose Wealth
Utah
$903K +$413K +17,168 +84%
BAM
267
Belpointe Asset Management
Nevada
$887K +$768K +31,958 +646%
TFCP
268
Twin Focus Capital Partners
Massachusetts
$881K +$578K +24,046 +190%
DWT
269
Dorsey & Whitney Trust
South Dakota
$872K +$22.4K +932 +3%
JWM
270
Janiczek Wealth Management
Colorado
$872K +$14.9K +620 +2%
LFAS
271
Level Four Advisory Services
Texas
$871K +$871K +36,260 New
WFA
272
Websterrogers Financial Advisors
South Carolina
$871K +$871K +36,238 New
BFEC
273
Benjamin F. Edwards & Company
Missouri
$867K +$838K +34,880 +2,873%
VVP
274
Venture Visionary Partners
Ohio
$863K +$5.62K +234 +0.7%
CT
275
Cambridge Trust
Massachusetts
$857K +$122K +5,086 +17%