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Schwab Short-Term US Treasury ETF

581 hedge funds and large institutions have $8.03B invested in Schwab Short-Term US Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 238 increasing their positions, 221 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
-16
Holders Change %
-2.68%
% of All Funds
8.45%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.61%
New
55
Increased
238
Reduced
221
Closed
62
Calls
$2.02M
Puts
$1.63M
Net Calls
+$389K
Net Calls Change
+$698K
Name Holding Trade Value Shares
Change
Shares
Change %
TWP
301
Tempus Wealth Planning
California
$717K -$9.48K -394 -1%
CGL
302
Clarius Group LLC
Washington
$716K -$30.9K -1,286 -4%
SWM
303
SeaCrest Wealth Management
New York
$702K -$18.9K -784 -3%
B
304
Bensler
Washington
$695K -$43.4K -1,802 -6%
UB
305
UMB Bank
Missouri
$694K
EFS
306
Econ Financial Services
Pennsylvania
$690K +$2.84K +118 +0.4%
CFA
307
Cahill Financial Advisors
Minnesota
$690K -$122K -5,060 -15%
RWA
308
Roberts Wealth Advisors
California
$682K -$37.8K -1,570 -5%
JFGLC
309
Johnson Financial Group LLC (Colorado)
Colorado
$681K -$14.8M -616,462 -96%
MSFS
310
Main Street Financial Solutions
Pennsylvania
$670K -$1.88K -78 -0.3%
MAG
311
Members Advisory Group
New York
$667K -$332K -13,776 -33%
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$660K +$13.1K +544 +2%
PWM
313
Perigon Wealth Management
California
$650K -$49.5K -2,056 -7%
CA
314
Clearstead Advisors
Ohio
$648K +$648K +26,916 New
JWM
315
JFG Wealth Management
Colorado
$646K -$3.38M -140,328 -84%
LJAC
316
L.J. Altfest & Co
New York
$644K +$30.2K +1,254 +5%
Comerica Bank
317
Comerica Bank
Texas
$633K +$126K +5,240 +25%
TSS
318
Two Sigma Securities
New York
$630K -$1.4M -58,350 -69%
RFG
319
RFP Financial Group
Georgia
$623K -$251K -10,432 -29%
BP
320
BNP Paribas
France
$623K +$91.2K +3,790 +17%
Financial Engines Advisors
321
Financial Engines Advisors
California
$619K -$15.9K -662 -3%
NFW
322
Noble Family Wealth
Florida
$619K -$112K -4,650 -15%
EE
323
EWG Elevate
California
$615K +$139K +5,796 +29%
AWM
324
Adams Wealth Management
Utah
$604K +$98K +4,074 +19%
CI
325
CacheTech Inc
Utah
$604K +$604K +25,082 New