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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 %
UB
301
UMB Bank
Missouri
$690K +$6.85K +286 +1%
TWP
302
Tempus Wealth Planning
California
$686K -$109K -4,540 -14%
AG
303
Advocate Group
Minnesota
$676K +$8.72K +364 +1%
BAM
304
Bayshore Asset Management
Florida
$675K
CLG
305
Cooperman Leon G
$664K
MSFS
306
Main Street Financial Solutions
Pennsylvania
$662K -$4.45K -186 -0.7%
WP
307
WealthSource Partners
California
$657K +$290K +12,124 +79%
SG
308
Somerset Group
Minnesota
$647K -$136K -5,682 -17%
FAM
309
Frontier Asset Management
Wyoming
$640K +$120K +5,026 +23%
WSTAM
310
Wilbanks Smith & Thomas Asset Management
Virginia
$638K -$70.3K -2,934 -10%
SAM
311
Summit Asset Management
Tennessee
$632K -$49.8K -2,080 -7%
MAWAG
312
Mid-American Wealth Advisory Group
Missouri
$631K -$5.51M -230,032 -90%
RW
313
REDW Wealth
New Mexico
$630K -$3.21K -134 -0.5%
LWM
314
Laidlaw Wealth Management
New York
$618K -$1.74M -72,684 -74%
PFS
315
Prospera Financial Services
Texas
$614K +$614K +25,642 New
DWT
316
Dorsey & Whitney Trust
South Dakota
$608K -$260K -10,876 -30%
SBH
317
Segall Bryant & Hamill
Illinois
$606K
RFG
318
RFP Financial Group
Georgia
$601K +$594K +24,794 +8,669%
Comerica Bank
319
Comerica Bank
Texas
$600K +$600K +25,040 New
HA
320
HC Advisors
Georgia
$588K +$11.3K +470 +2%
NWMG
321
National Wealth Management Group
Ohio
$586K +$79.3K +3,312 +16%
LJAC
322
L.J. Altfest & Co
New York
$576K +$207K +8,638 +56%
VFIC
323
Valley Forge Investment Consultants
Pennsylvania
$573K +$159K +6,646 +38%
LOPW
324
Live Oak Private Wealth
North Carolina
$572K +$89.2K +3,726 +18%
AAS
325
Avantax Advisory Services
Texas
$571K +$12.2K +508 +2%