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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 %
EFG
376
Ethos Financial Group
Pennsylvania
$415K +$192K +7,960 +86%
DPI
377
Diversified Portfolios Inc
Michigan
$414K -$46.7K -1,940 -10%
PSP
378
Pacific Sage Partners
Washington
$408K -$304K -12,652 -43%
AIA
379
Angeles Investment Advisors
California
$407K +$407K +16,900 New
KBFS
380
Kohmann Bosshard Financial Services
Ohio
$407K +$407K +16,894 New
CA
381
CGN Advisors
Kansas
$403K -$770 -32 -0.2%
AAM
382
Advisors Asset Management
Colorado
$401K -$58.3K -2,424 -13%
MWM
383
MBE Wealth Management
Wisconsin
$400K +$4.28K +178 +1%
PAI
384
Pittenger & Anderson Inc
Nebraska
$400K +$84.3K +3,502 +27%
TFG
385
Team Financial Group
California
$399K +$4.28K +178 +1%
SWA
386
Sightline Wealth Advisors
Connecticut
$398K +$10.9K +454 +3%
MAWAG
387
Mid-American Wealth Advisory Group
Missouri
$394K -$62.8K -2,608 -14%
CIC
388
Carnegie Investment Counsel
Ohio
$391K -$12.4K -516 -3%
TFA
389
Toth Financial Advisory
Virginia
$391K -$44.8K -1,860 -10%
TAM
390
Titleist Asset Management
Texas
$390K -$18K -750 -4%
CNWM
391
Clay Northam Wealth Management
California
$385K -$14.4K -600 -4%
SAM
392
Summit Asset Management
Tennessee
$385K -$47.6K -1,980 -11%
TI
393
TrueMark Investments
Illinois
$385K +$385K +15,986 New
National Bank of Canada
394
National Bank of Canada
Quebec, Canada
$382K -$2.66M -110,800 -87%
HWAM
395
Hennion & Walsh Asset Management
New Jersey
$381K +$115K +4,784 +43%
BCI
396
Brinker Capital Investments
Pennsylvania
$367K +$40.2K +1,670 +12%
OPS
397
Orion Portfolio Solutions
Nebraska
$367K +$40.2K +1,670 +12%
HCP
398
Hardin Capital Partners
South Carolina
$361K +$361K +15,018 New
CCG
399
Ceeto Capital Group
Florida
$361K
PFS
400
Prospera Financial Services
Texas
$358K -$200K -8,302 -36%