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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 %
CWM
251
Congress Wealth Management
Massachusetts
$1.11M -$175K -7,298 -14%
PCIA
252
Prime Capital Investment Advisors
Kansas
$1.11M -$44.6K -1,864 -4%
Brown Advisory
253
Brown Advisory
Maryland
$1.1M +$1.1M +45,830 New
TWM
254
Tradition Wealth Management
Minnesota
$1.09M -$2.34M -97,774 -68%
Citigroup
255
Citigroup
New York
$1.07M -$68.6K -2,866 -6%
TCM
256
Twele Capital Management
Minnesota
$1.07M -$232K -9,686 -18%
NRI
257
NFP Retirement Inc
California
$1.06M +$405K +16,894 +62%
BFEC
258
Benjamin F. Edwards & Company
Missouri
$1.03M +$161K +6,730 +19%
CYG
259
Clean Yield Group
Vermont
$1.02M +$4.31K +180 +0.4%
JWCA
260
J.W. Cole Advisors
Florida
$1,000K -$22.2K -928 -2%
WA
261
Win Advisors
Florida
$999K +$999K +41,700 New
Prudential Financial
262
Prudential Financial
New Jersey
$994K +$65.2K +2,724 +7%
BDF
263
Black Diamond Financial
Maryland
$992K +$36.2K +1,512 +4%
AHC
264
Anderson Hoagland & Co
Missouri
$988K +$517K +21,598 +110%
EFS
265
Econ Financial Services
Pennsylvania
$975K +$975K +40,708 New
CS
266
Comerica Securities
Michigan
$969K -$99.1K -4,140 -9%
CT
267
Cambridge Trust
Massachusetts
$926K +$72K +3,006 +8%
TPW
268
Transatlantique Private Wealth
New York
$916K +$89.9K +3,756 +11%
FIC
269
Family Investment Center
Missouri
$915K +$6.03K +252 +0.7%
RF
270
RHS Financial
California
$913K +$161K +6,736 +21%
CFA
271
Cahill Financial Advisors
Minnesota
$910K +$65.7K +2,744 +8%
JWM
272
Janiczek Wealth Management
Colorado
$902K +$33.7K +1,408 +4%
EAM
273
Evanson Asset Management
California
$894K -$91.4K -3,818 -9%
VA
274
Valmark Advisers
Ohio
$886K -$54.2K -2,264 -6%
WAM
275
Worth Asset Management
Texas
$876K +$171K +7,122 +24%