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Schwab Short-Term US Treasury ETF

597 hedge funds and large institutions have $8.1B invested in Schwab Short-Term US Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 239 increasing their positions, 226 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
8.65%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.57%
New
66
Increased
239
Reduced
226
Closed
54
Calls
$660K
Puts
$969K
Net Calls
-$309K
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
301
Cambridge Advisors
Nebraska
$795K
GVAG
302
Great Valley Advisor Group
Delaware
$793K -$731K -30,292 -48%
HSA
303
HBK Sorce Advisory
Pennsylvania
$790K +$218K +9,044 +38%
GFP
304
Guardian Financial Partners
California
$782K +$86.1K +3,570 +12%
NCM
305
Nelson Capital Management
California
$773K -$67.7K -2,810 -8%
RG
306
Retirement Group
California
$767K -$73.1K -3,034 -9%
TW
307
TrinityPoint Wealth
Connecticut
$763K +$8.15K +338 +1%
CGL
308
Clarius Group LLC
Washington
$748K -$15.8K -654 -2%
NHT
309
New Hampshire Trust
New Hampshire
$746K +$142K +5,872 +23%
PS
310
Planned Solutions
California
$745K +$34.3K +1,422 +5%
VVP
311
Venture Visionary Partners
Ohio
$744K -$530 -22 -0.1%
B
312
Bensler
Washington
$740K -$276K -11,436 -27%
NFW
313
Noble Family Wealth
Florida
$732K -$87.6K -3,636 -11%
TWP
314
Tempus Wealth Planning
California
$728K +$94.3K +3,910 +15%
SWM
315
SeaCrest Wealth Management
New York
$722K -$64.1K -2,658 -8%
WFS
316
Weitzel Financial Services
Iowa
$717K -$276K -11,490 -28%
RWA
317
Roberts Wealth Advisors
California
$716K -$3.83K -160 -0.5%
VFIC
318
Valley Forge Investment Consultants
Pennsylvania
$715K +$25.6K +1,060 +4%
PSP
319
Pacific Sage Partners
Washington
$714K -$341K -14,146 -32%
RFA
320
Resurgent Financial Advisors
Georgia
$712K +$357K +14,820 +101%
PWM
321
Perigon Wealth Management
California
$701K +$63.5K +2,636 +10%
GAA
322
Global Assets Advisory
Florida
$699K +$699K +67,048 New
UB
323
UMB Bank
Missouri
$695K
EFS
324
Econ Financial Services
Pennsylvania
$688K -$304K -12,594 -31%
MSFS
325
Main Street Financial Solutions
Pennsylvania
$673K +$104K +4,330 +18%