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Schwab Short-Term US Treasury ETF

597 hedge funds and large institutions have $8.1B invested in Schwab Short-Term US Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 239 increasing their positions, 226 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
8.65%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.57%
New
66
Increased
239
Reduced
226
Closed
54
Calls
$660K
Puts
$969K
Net Calls
-$309K
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Shares
Change %
DP
251
Denver PWM
Colorado
$1.19M -$438K -18,242 -27%
BFA
252
Beacon Financial Advisory
Ohio
$1.19M +$130K +5,398 +12%
TCWM
253
Total Clarity Wealth Management
Illinois
$1.18M -$40.9K -1,698 -3%
EWM
254
Elmwood Wealth Management
California
$1.16M +$2.8K +116 +0.2%
SFS
255
Solitude Financial Services
Virginia
$1.11M -$149K -6,180 -12%
PFG
256
PAX Financial Group
Texas
$1.11M -$146K -6,076 -12%
TLFA
257
True Link Financial Advisors
California
$1.1M +$62.9K +2,608 +6%
NA
258
NewEdge Advisors
Louisiana
$1.1M -$52.3K -2,170 -5%
IA
259
Inspire Advisors
Idaho
$1.07M +$76.6K +3,178 +8%
OIA
260
OneDigital Investment Advisors
Kansas
$1.07M -$197K -8,170 -16%
BDF
261
Black Diamond Financial
Maryland
$1.07M
PCIA
262
Prime Capital Investment Advisors
Kansas
$1.06M +$62.6K +2,596 +6%
GRP
263
Global Retirement Partners
California
$1.05M +$65.5K +2,716 +7%
APC
264
Asset Planning Corporation
Tennessee
$1.05M +$5.3K +220 +0.5%
MA
265
McBroom & Associates
Nevada
$1.05M +$105K +4,336 +11%
TCM
266
Towercrest Capital Management
Pennsylvania
$1.03M -$844K -35,020 -45%
Bank of Montreal
267
Bank of Montreal
Ontario, Canada
$1.03M +$989K +40,998 +2,518%
AWS
268
Arkfeld Wealth Strategies
Nebraska
$1.02M -$215K -8,978 -17%
AWMG
269
Alliance Wealth Management Group
New Jersey
$1.01M -$846K -35,086 -46%
SAI
270
Savvy Advisors Inc
New York
$1M +$479K +19,876 +92%
MAG
271
Members Advisory Group
New York
$1,000K -$913K -37,874 -48%
LF
272
LifePlan Financial
Minnesota
$966K +$35.4K +1,468 +4%
M
273
MYeCFO
California
$964K -$414K -17,188 -30%
NRI
274
NFP Retirement Inc
California
$964K -$17.6K -732 -2%
LEFP
275
Leading Edge Financial Planning
Tennessee
$954K -$972K -40,314 -50%