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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 %
AWM
351
Accurate Wealth Management
Florida
$448K -$529 -22 -0.1%
Lido Advisors
352
Lido Advisors
California
$447K +$447K +18,600 New
V
353
ViaWealth
Kansas
$444K +$444K +18,464 New
FC
354
Financial Consulate
Maryland
$440K +$3.89K +162 +0.9%
SG
355
StoneX Group
New York
$440K +$440K +18,310 New
BCP
356
Blackhawk Capital Partners
Wisconsin
$439K -$7.11K -296 -2%
BCI
357
Brinker Capital Investments
Pennsylvania
$439K +$154K +6,390 +54%
OPS
358
Orion Portfolio Solutions
Nebraska
$439K +$154K +6,390 +54%
IWN
359
Independent Wealth Network
Iowa
$437K +$14.3K +594 +3%
FAIM
360
Financial Advocates Investment Management
Washington
$435K +$161K +6,698 +59%
TA
361
TFB Advisors
Kansas
$434K +$434K +18,080 New
PFGIA
362
Patriot Financial Group Insurance Agency
Massachusetts
$432K -$10.9K -452 -2%
HFS
363
Howard Financial Services
Texas
$432K +$29.7K +1,234 +7%
CWM
364
Cabot Wealth Management
Massachusetts
$430K -$1.57M -65,214 -78%
DI
365
Diligent Investors
California
$423K -$35.5K -1,476 -8%
IW
366
Imprint Wealth
South Carolina
$417K +$417K +17,350 New
VFIC
367
Valley Forge Investment Consultants
Pennsylvania
$415K +$192 +8 +0%
CCM
368
Coldstream Capital Management
Washington
$413K -$36.4K -1,514 -8%
SPA
369
Sentinel Pension Advisors
Massachusetts
$412K -$22K -914 -5%
CA
370
Callahan Advisors
Texas
$409K -$311K -12,950 -43%
NA
371
NewEdge Advisors
Louisiana
$404K +$4.47K +186 +1%
CNWM
372
Clay Northam Wealth Management
California
$399K +$48.1K +2,000 +14%
JFGLC
373
Johnson Financial Group LLC (Colorado)
Colorado
$397K +$31.4K +1,306 +9%
HCM
374
Hengehold Capital Management
Ohio
$396K +$3.8K +158 +1%
LFA
375
Landmark Financial Advisors
Kentucky
$396K +$7.98K +332 +2%