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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 %
WAM
351
Weatherly Asset Management
California
$455K
LAIC
352
Lederer & Associates Investment Counsel
California
$450K -$92.9K -3,878 -17%
FC
353
Financial Consulate
Maryland
$444K +$5.8K +242 +1%
GCA
354
Genesee Capital Advisors
New York
$442K -$81.1K -3,388 -15%
GFP
355
Guardian Financial Partners
California
$440K +$440K +18,364 New
IWN
356
Independent Wealth Network
Iowa
$438K +$3.11K +130 +0.7%
TFA
357
Toth Financial Advisory
Virginia
$437K -$11.5K -480 -3%
PFGIA
358
Patriot Financial Group Insurance Agency
Massachusetts
$435K +$4.17K +174 +1%
AWM
359
Adams Wealth Management
Utah
$432K +$73.6K +3,072 +21%
BCI
360
Brinker Capital Investments
Pennsylvania
$430K -$7.47K -312 -2%
OPS
361
Orion Portfolio Solutions
Nebraska
$430K -$7.47K -312 -2%
V
362
ViaWealth
Kansas
$423K -$19.2K -800 -4%
RWM
363
Revisor Wealth Management
Ohio
$423K +$142K +5,932 +51%
BFM
364
Boothbay Fund Management
New York
$417K +$417K +17,400 New
CIP
365
Capital Insight Partners
Arizona
$412K -$58.6K -2,446 -12%
VA
366
Vident Advisory
Georgia
$409K +$409K +17,084 New
HFS
367
Howard Financial Services
Texas
$408K -$21.8K -912 -5%
IW
368
Imprint Wealth
South Carolina
$408K -$7.42K -310 -2%
JFGLC
369
Johnson Financial Group LLC (Colorado)
Colorado
$402K +$6.99K +292 +2%
RFA
370
Resurgent Financial Advisors
Georgia
$398K -$53.2K -2,222 -12%
CNWM
371
Clay Northam Wealth Management
California
$398K
CAM
372
Cresset Asset Management
Illinois
$394K -$184K -7,668 -32%
CFD
373
Creative Financial Designs
Indiana
$392K +$95K +3,966 +32%
PCA
374
Pallas Capital Advisors
Massachusetts
$392K -$910 -38 -0.2%
LFA
375
Landmark Financial Advisors
Kentucky
$387K -$7.42K -310 -2%