SCHO icon

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 %
DWM
276
Dopkins Wealth Management
New York
$876K -$36.1K -1,508 -4%
WFA
277
Websterrogers Financial Advisors
South Carolina
$874K +$6.08K +254 +0.7%
NFW
278
Noble Family Wealth
Florida
$873K -$191K -7,956 -18%
NA
279
NewEdge Advisors
Louisiana
$870K +$467K +19,516 +116%
RG
280
Retirement Group
California
$854K -$66.7K -2,786 -7%
BAM
281
Belpointe Asset Management
Nevada
$851K -$32.6K -1,360 -4%
CA
282
Cambridge Advisors
Nebraska
$818K -$4.79K -200 -0.6%
CGL
283
Clarius Group LLC
Washington
$812K -$29.4K -1,226 -3%
OFG
284
OmniStar Financial Group
North Carolina
$809K -$36.5K -1,524 -4%
FW
285
FirstPurpose Wealth
Utah
$805K -$95.5K -3,990 -11%
PSCM
286
Per Stirling Capital Management
Texas
$804K +$34.7K +1,450 +5%
TW
287
TrinityPoint Wealth
Connecticut
$804K +$30.6K +1,278 +4%
VVP
288
Venture Visionary Partners
Ohio
$790K -$70.1K -2,926 -8%
PWM
289
Perigon Wealth Management
California
$771K -$51.7K -2,160 -6%
FTS
290
Fifth Third Securities
Ohio
$762K +$199K +8,310 +35%
Financial Engines Advisors
291
Financial Engines Advisors
California
$758K -$1.66M -69,176 -69%
GRP
292
Global Retirement Partners
California
$746K -$27.5K -1,152 -4%
WWM
293
Western Wealth Management
Colorado
$743K +$112K +4,658 +18%
CAMG
294
CWA Asset Management Group
Florida
$740K +$31.7K +1,324 +4%
PS
295
Planned Solutions
California
$733K -$12.7K -530 -2%
RWA
296
Roberts Wealth Advisors
California
$719K +$17.5K +734 +3%
VC
297
Veery Capital
Delaware
$715K +$1.01K +42 +0.1%
SPIO
298
Seven Post Investment Office
California
$714K -$48.8K -2,038 -6%
GBWM
299
Granite Bay Wealth Management
New Hampshire
$709K +$709K +29,586 New
NCM
300
Nelson Capital Management
California
$703K -$527 -22 -0.1%