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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 %
LF
251
LifePlan Financial
Minnesota
$1.06M +$98.8K +4,104 +10%
FAM
252
Family Asset Management
South Carolina
$1.06M -$663K -27,536 -38%
AWMG
253
Alliance Wealth Management Group
New Jersey
$1.05M +$40.7K +1,692 +4%
DP
254
Denver PWM
Colorado
$1.03M -$158K -6,584 -13%
SA
255
Strategic Advocates
Utah
$1.02M -$1.3M -54,200 -56%
MA
256
McBroom & Associates
Nevada
$1.01M -$29.4K -1,222 -3%
CMBA
257
C.M. Bidwell & Associates
Hawaii
$1.01M +$495K +20,588 +96%
BDF
258
Black Diamond Financial
Maryland
$1.01M -$47.9K -1,990 -5%
PWA
259
Pillar Wealth Advisors
Pennsylvania
$1.01M -$511K -21,220 -34%
KAS
260
Kestra Advisory Services
Texas
$985K +$538K +22,354 +120%
BFM
261
Boothbay Fund Management
New York
$964K +$448K +18,600 +87%
CWM
262
Congress Wealth Management
Massachusetts
$957K +$10.5K +438 +1%
FIC
263
Family Investment Center
Missouri
$939K +$6.74K +280 +0.7%
KCIC
264
Kuhn & Co Investment Counsel
Illinois
$939K +$12.8K +530 +1%
PCIA
265
Prime Capital Investment Advisors
Kansas
$938K -$117K -4,848 -11%
APC
266
Asset Planning Corporation
Tennessee
$938K -$108K -4,496 -10%
TCM
267
Twele Capital Management
Minnesota
$925K +$3.51K +146 +0.4%
SPL
268
Smart Portfolios LLC
Washington
$916K +$14.9K +620 +2%
TLFA
269
True Link Financial Advisors
California
$912K -$189K -7,838 -17%
BFWM
270
Bright Futures Wealth Management
New York
$901K +$2.24K +92 +0.2%
VFIC
271
Valley Forge Investment Consultants
Pennsylvania
$898K +$184K +7,648 +26%
VBFP
272
Valtinson Bruner Financial Planning
Minnesota
$895K -$2.12M -87,990 -70%
JWM
273
Janiczek Wealth Management
Colorado
$890K +$50K +2,078 +6%
PFG
274
PAX Financial Group
Texas
$886K -$218K -9,044 -20%
PSCM
275
Per Stirling Capital Management
Texas
$883K +$81.1K +3,372 +10%