SCHO icon

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 %
BWM
326
Blossom Wealth Management
California
$570K +$3.88K +162 +0.7%
EWA
327
EverSource Wealth Advisors
Alabama
$552K +$53.5K +2,234 +11%
BPA
328
Beacon Pointe Advisors
California
$551K +$318K +13,298 +137%
FFBTD
329
First Financial Bank - Trust Division
Ohio
$547K +$547K +22,858 New
MFG
330
Mendota Financial Group
Wisconsin
$537K +$537K +22,424 New
RIA
331
Realta Investment Advisors
Delaware
$529K
MGIA
332
Moneta Group Investment Advisors
Missouri
$525K +$46.3K +1,934 +10%
HSA
333
HBK Sorce Advisory
Pennsylvania
$517K +$22.6K +944 +5%
FF
334
Friedenthal Financial
New Jersey
$512K -$44.3K -1,850 -8%
RIM
335
Rockbridge Investment Management
New York
$511K +$2.97K +124 +0.6%
LSAG
336
Lake Street Advisors Group
New Hampshire
$510K
CMBA
337
C.M. Bidwell & Associates
Hawaii
$506K +$3.78K +158 +0.8%
CCM
338
Crabel Capital Management
California
$505K +$505K +21,106 New
AWM
339
Axxcess Wealth Management
California
$495K +$495K +20,666 New
RI
340
Ridgewood Investments
New Jersey
$493K -$12K -500 -2%
BA
341
Bridge Advisory
California
$492K -$28.7K -1,198 -6%
CAAS
342
Capital Asset Advisory Services
Michigan
$487K -$30.2K -1,262 -6%
JTWM
343
Jackson Thornton Wealth Management
Alabama
$485K +$485K +20,256 New
NCM
344
Northwest Capital Management
Oregon
$484K +$48 +2 +0%
FWM
345
Focused Wealth Management
New York
$475K
SIAG
346
Signet Investment Advisory Group
Rhode Island
$472K -$9.15K -382 -2%
SPA
347
Sentinel Pension Advisors
Massachusetts
$467K +$56.5K +2,358 +14%
TSS
348
Two Sigma Securities
New York
$460K +$460K +19,228 New
BWM
349
BCS Wealth Management
Tennessee
$456K +$456K +19,022 New
JCM
350
Jacobsen Capital Management
Utah
$456K +$6.99K +292 +2%