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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 %
PCA
376
Pallas Capital Advisors
Massachusetts
$394K
MWM
377
MBE Wealth Management
Wisconsin
$388K -$14.9K -620 -4%
ATPW
378
Ashton Thomas Private Wealth
Arizona
$387K -$31.8K -1,324 -8%
ECM
379
Evergreen Capital Management
Washington
$383K -$1.2K -50 -0.3%
AIP
380
Almanack Investment Partners
Pennsylvania
$382K -$299K -12,428 -44%
LRPA
381
L. Roy Papp & Associates
Arizona
$380K
TI
382
Trexquant Investment
Connecticut
$377K +$377K +15,672 New
ACP
383
Aveo Capital Partners
Colorado
$374K -$7.21K -300 -2%
SWA
384
SFMG Wealth Advisors
Texas
$374K -$52.8K -2,196 -12%
DE
385
Day & Ennis
Georgia
$372K
LJAC
386
L.J. Altfest & Co
New York
$371K +$28.5K +1,184 +8%
CCM
387
Chilton Capital Management
Texas
$371K +$81.3K +3,382 +28%
JFG
388
JMG Financial Group
Illinois
$368K +$368K +15,310 New
WP
389
WealthSource Partners
California
$368K +$5.62K +234 +2%
VWA
390
Visionary Wealth Advisors
Illinois
$366K -$221K -9,216 -38%
CCG
391
Ceeto Capital Group
Florida
$360K
AWM
392
Adams Wealth Management
Utah
$359K -$2.88K -120 -0.8%
MFA
393
McClarren Financial Advisors
Pennsylvania
$359K +$359K +14,962 New
EWA
394
Exencial Wealth Advisors
Oklahoma
$357K +$357K +14,844 New
TFA
395
Tobias Financial Advisors
Florida
$339K +$339K +14,094 New
CFO
396
CVA Family Office
Colorado
$333K -$1.87K -78 -0.6%
MBFW
397
Morton Brown Family Wealth
Pennsylvania
$332K -$140K -5,840 -30%
TAM
398
Titleist Asset Management
Texas
$330K +$330K +13,744 New
EE
399
EWG Elevate
California
$330K +$26.1K +1,084 +9%
AOWM
400
Alpha Omega Wealth Management
Virginia
$330K -$19.9K -830 -6%