SCHO icon

Schwab Short-Term US Treasury ETF

583 hedge funds and large institutions have $8.8B invested in Schwab Short-Term US Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 244 increasing their positions, 213 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
+2
Holders Change %
+0.34%
% of All Funds
8.43%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.62%
New
57
Increased
244
Reduced
213
Closed
47
Calls
$3.64M
Puts
$1.51M
Net Calls
+$2.13M
Net Calls Change
+$1.74M
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
251
Asset Allocation Strategies
Michigan
$1.17M +$832K +33,974 +244%
KF
252
Krilogy Financial
Missouri
$1.16M -$549K -22,412 -32%
BSTWA
253
Blake Schutter Theil Wealth Advisors
Ohio
$1.13M +$1.13M +46,314 New
SAI
254
Savvy Advisors Inc
New York
$1.13M +$21.1K +860 +2%
FPAS
255
Focus Partners Advisor Solutions
Missouri
$1.12M +$1.12M +45,862 New
GWP
256
Gateway Wealth Partners
Wisconsin
$1.12M -$196K -7,984 -15%
PSCM
257
Per Stirling Capital Management
Texas
$1.11M +$216K +8,808 +24%
TCM
258
Towercrest Capital Management
Pennsylvania
$1.11M +$17.9K +732 +2%
CMBA
259
C.M. Bidwell & Associates
Hawaii
$1.1M +$66.5K +2,716 +6%
MA
260
McBroom & Associates
Nevada
$1.1M +$63.2K +2,580 +6%
LF
261
LifePlan Financial
Minnesota
$1.09M +$7.3K +298 +0.7%
AWMG
262
Alliance Wealth Management Group
New Jersey
$1.09M +$17.9K +732 +2%
PCM
263
Prelude Capital Management
New York
$1.05M +$1.05M +42,820 New
KWM
264
Kingsview Wealth Management
Oregon
$1.04M -$96.9K -3,956 -9%
EWA
265
EverSource Wealth Advisors
Alabama
$1.02M -$169K -6,890 -14%
FAM
266
Family Asset Management
South Carolina
$1.02M -$60K -2,450 -6%
SFA
267
Sequoia Financial Advisors
Ohio
$995K -$530K -21,660 -35%
GRP
268
Global Retirement Partners
California
$984K -$242K -9,892 -20%
CWM
269
Congress Wealth Management
Massachusetts
$981K +$7.49K +306 +0.8%
VFIC
270
Valley Forge Investment Consultants
Pennsylvania
$964K +$50.4K +2,058 +6%
KAS
271
Kestra Advisory Services
Texas
$958K -$45K -1,836 -4%
ATI
272
ARK & TLK Investments
Oklahoma
$956K -$300K -12,236 -24%
DP
273
Denver PWM
Colorado
$949K -$101K -4,144 -10%
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$938K +$266K +10,856 +40%
SPL
275
Smart Portfolios LLC
Washington
$932K