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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 %
CA
376
Callahan Advisors
Texas
$386K -$21.4K -894 -5%
HCM
377
Hengehold Capital Management
Ohio
$383K -$11.8K -494 -3%
ECM
378
Evergreen Capital Management
Washington
$382K
AOWM
379
Alpha Omega Wealth Management
Virginia
$379K +$50.1K +2,092 +15%
SIC
380
Sigma Investment Counselors
Michigan
$378K +$378K +15,772 New
GG
381
Gleason Group
Kentucky
$375K +$375K +15,680 New
Bank of New York Mellon
382
Bank of New York Mellon
New York
$375K -$528K -22,050 -58%
SWA
383
SFMG Wealth Advisors
Texas
$373K
EWA
384
ERTS Wealth Advisors
Michigan
$372K -$90.8K -3,794 -20%
MWM
385
MBE Wealth Management
Wisconsin
$371K -$15.2K -634 -4%
DE
386
Day & Ennis
Georgia
$371K
WFS
387
Walker Financial Services
Kentucky
$369K -$147K -6,120 -28%
JFG
388
JMG Financial Group
Illinois
$369K +$1.96K +82 +0.5%
WMWM
389
Whitaker-Myers Wealth Managers
Ohio
$368K -$166K -6,914 -31%
WLIM
390
White Lighthouse Investment Management
Massachusetts
$366K -$390K -16,300 -52%
CCG
391
Ceeto Capital Group
Florida
$359K
LRPA
392
L. Roy Papp & Associates
Arizona
$357K -$21.6K -900 -6%
TF
393
Trek Financial
Arizona
$352K -$1.61M -67,282 -82%
EE
394
EWG Elevate
California
$347K +$18K +750 +5%
TI
395
Trexquant Investment
Connecticut
$344K -$31K -1,294 -8%
IWM
396
IHT Wealth Management
Illinois
$337K -$145K -6,044 -30%
HWM
397
HB Wealth Management
Georgia
$334K -$743K -31,020 -69%
TGAM
398
TBH Global Asset Management
Tennessee
$333K +$333K +13,886 New
ATPW
399
Ashton Thomas Private Wealth
Arizona
$332K -$54.4K -2,270 -14%
CFO
400
CVA Family Office
Colorado
$332K +$96 +4 +0%