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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 %
FAM
326
Frontier Asset Management
Wyoming
$521K +$136K +5,680 +35%
CAAS
327
Capital Asset Advisory Services
Michigan
$519K -$43.3K -1,800 -8%
WFS
328
Walker Financial Services
Kentucky
$518K -$400K -16,658 -44%
LSAG
329
Lake Street Advisors Group
New Hampshire
$511K +$511K +21,278 New
RIM
330
Rockbridge Investment Management
New York
$509K +$1.06K +44 +0.2%
NWMG
331
National Wealth Management Group
Ohio
$508K +$49.6K +2,068 +11%
RI
332
Ridgewood Investments
New Jersey
$507K +$106K +4,400 +26%
CMBA
333
C.M. Bidwell & Associates
Hawaii
$504K +$81K +3,370 +19%
EWA
334
EverSource Wealth Advisors
Alabama
$500K +$66.4K +2,764 +15%
HSA
335
HBK Sorce Advisory
Pennsylvania
$496K +$4.04K +168 +0.8%
NCM
336
Northwest Capital Management
Oregon
$485K +$96 +4 +0%
LOPW
337
Live Oak Private Wealth
North Carolina
$485K +$18.8K +782 +4%
IWM
338
IHT Wealth Management
Illinois
$484K +$42.3K +1,762 +10%
SIAG
339
Signet Investment Advisory Group
Rhode Island
$483K -$30.8K -1,282 -6%
MGIA
340
Moneta Group Investment Advisors
Missouri
$480K +$209K +8,718 +77%
FWM
341
Focused Wealth Management
New York
$476K
AHC
342
Anderson Hoagland & Co
Missouri
$473K +$473K +19,672 New
CIP
343
Capital Insight Partners
Arizona
$472K +$2.16K +90 +0.5%
HCP
344
Hexagon Capital Partners
Arkansas
$468K -$37.9K -1,578 -8%
EWA
345
ERTS Wealth Advisors
Michigan
$464K -$1.45M -60,414 -76%
SWA
346
Sightline Wealth Advisors
Connecticut
$458K
WAM
347
Weatherly Asset Management
California
$457K
RFA
348
Resurgent Financial Advisors
Georgia
$453K -$37.2K -1,550 -8%
TFA
349
Toth Financial Advisory
Virginia
$451K -$72.6K -3,020 -14%
JCM
350
Jacobsen Capital Management
Utah
$450K +$5.58K +232 +1%