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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 %
CFGSD
351
Compass Financial Group (South Dakota)
South Dakota
$497K +$285K +11,858 +135%
FWM
352
Focused Wealth Management
New York
$493K +$5.73K +238 +1%
WG
353
Wealth Group
North Carolina
$491K +$37.2K +1,546 +8%
VCA
354
Verdence Capital Advisors
Maryland
$491K +$491K +20,400 New
EWA
355
Exencial Wealth Advisors
Oklahoma
$488K -$96.4K -4,004 -16%
Citigroup
356
Citigroup
New York
$481K +$10.6K +440 +2%
VCM
357
Versant Capital Management
Arizona
$480K +$92.2K +3,830 +24%
EWM
358
Evercore Wealth Management
New York
$466K +$466K +19,352 New
SIAG
359
Signet Investment Advisory Group
Rhode Island
$465K +$8.9K +370 +2%
AFG
360
ABLE Financial Group
Arizona
$462K +$462K +19,192 New
FC
361
Financial Consulate
Maryland
$461K +$4.86K +202 +1%
BBNA
362
Bremer Bank National Association
Minnesota
$458K
IWN
363
Independent Wealth Network
Iowa
$443K +$10.4K +432 +2%
PPWM
364
Perissos Private Wealth Management
Oklahoma
$440K +$7.99K +332 +2%
NCM
365
Northwest Capital Management
Oregon
$434K -$102K -4,230 -19%
AWM
366
Axxcess Wealth Management
California
$431K -$18.5K -768 -4%
TA
367
TFB Advisors
Kansas
$431K -$5.92K -246 -1%
CAAS
368
Capital Asset Advisory Services
Michigan
$431K -$18.5K -768 -4%
GCA
369
Genesee Capital Advisors
New York
$428K -$4K -166 -0.9%
WAP
370
Wealthcare Advisory Partners
Pennsylvania
$427K +$53K +2,202 +14%
RWM
371
Revisor Wealth Management
Ohio
$426K -$173K -7,186 -29%
SF
372
Synovus Financial
Georgia
$426K -$2.98K -124 -0.7%
MGIA
373
Moneta Group Investment Advisors
Missouri
$418K -$46.8K -1,946 -10%
CIA
374
Concurrent Investment Advisors
Florida
$416K +$416K +17,274 New
LAIC
375
Lederer & Associates Investment Counsel
California
$415K +$721 +30 +0.2%