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Schwab Short-Term US Treasury ETF

579 hedge funds and large institutions have $11.8B invested in Schwab Short-Term US Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 224 increasing their positions, 212 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
9.13%
Holding in Top 10
52
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.34%
% of All Funds
0.82%
New
68
Increased
224
Reduced
212
Closed
56
Calls
$1.17M
Puts
$139K
Net Calls
+$1.03M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
301
Summit Asset Management
Tennessee
$684K -$14.9K -620 -2%
BAM
302
Bayshore Asset Management
Florida
$677K -$14.7K -610 -2%
AG
303
Advocate Group
Minnesota
$670K -$2.51M -104,464 -79%
MSFS
304
Main Street Financial Solutions
Pennsylvania
$669K +$5K +208 +0.8%
CLG
305
Cooperman Leon G
$666K +$331K +13,786 +99%
NRI
306
NFP Retirement Inc
California
$654K -$48.6K -2,022 -7%
RW
307
REDW Wealth
New Mexico
$635K +$327K +13,606 +106%
WWM
308
Western Wealth Management
Colorado
$633K +$244K +10,140 +63%
SBH
309
Segall Bryant & Hamill
Illinois
$608K -$28.8K -1,200 -5%
Wealth Enhancement Advisory Services
310
Wealth Enhancement Advisory Services
Minnesota
$601K +$95K +3,952 +19%
GSWM
311
Greenup Street Wealth Management
Michigan
$591K +$3.89K +162 +0.7%
CAM
312
Cresset Asset Management
Illinois
$580K +$580K +24,140 New
HA
313
HC Advisors
Georgia
$578K +$1.92K +80 +0.3%
BWM
314
Blossom Wealth Management
California
$569K +$55K +2,288 +11%
BDFN
315
Bond & Devick Financial Network
Minnesota
$567K -$1.16M -48,188 -67%
FTS
316
Fifth Third Securities
Ohio
$565K +$89.9K +3,740 +19%
AAS
317
Avantax Advisory Services
Texas
$561K +$97.3K +4,048 +21%
FF
318
Friedenthal Financial
New Jersey
$558K +$8.03K +334 +1%
LAIC
319
Lederer & Associates Investment Counsel
California
$544K -$72.7K -3,030 -12%
WMWM
320
Whitaker-Myers Wealth Managers
Ohio
$535K +$529 +22 +0.1%
PIMG
321
Patriot Investment Management Group
Tennessee
$531K -$37.2K -1,548 -7%
RIA
322
Realta Investment Advisors
Delaware
$529K -$7.93K -330 -1%
MAM
323
Marquette Asset Management
Minnesota
$529K
GCA
324
Genesee Capital Advisors
New York
$525K -$404K -16,798 -43%
BA
325
Bridge Advisory
California
$523K -$23.2K -966 -4%