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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 %
ZIG
401
Zullo Investment Group
Pennsylvania
$327K +$327K +13,662 New
MWM
402
Modera Wealth Management
New Jersey
$326K +$84.2K +3,516 +35%
CCM
403
Chilton Capital Management
Texas
$322K -$46.9K -1,960 -13%
DI
404
Diligent Investors
California
$319K -$103K -4,304 -24%
PIMG
405
Patriot Investment Management Group
Tennessee
$318K -$211K -8,830 -40%
TAM
406
Titleist Asset Management
Texas
$316K -$12.9K -540 -4%
EAM
407
Empirical Asset Management
Massachusetts
$306K +$34K +1,418 +12%
EWA
408
Exencial Wealth Advisors
Oklahoma
$306K -$49.4K -2,064 -14%
CWM
409
Curi Wealth Management
North Carolina
$304K +$6.37K +266 +2%
LA
410
Latitude Advisors
Florida
$299K +$2.97K +124 +1%
AAM
411
Advisors Asset Management
Colorado
$298K +$122K +5,100 +70%
BBNA
412
Bremer Bank National Association
Minnesota
$297K
RPA
413
Rock Point Advisors
Vermont
$289K
Betterment LLC
414
Betterment LLC
New York
$287K +$8.48K +354 +3%
TCM
415
Triumph Capital Management
Colorado
$280K -$29.1K -1,214 -9%
AMIM
416
Aull & Monroe Investment Management
Alabama
$280K
PAS
417
Park Avenue Securities
New York
$279K -$660K -27,556 -70%
VWA
418
Visionary Wealth Advisors
Illinois
$275K -$89.6K -3,742 -25%
CFS
419
CRA Financial Services
New Jersey
$275K -$18.2K -762 -6%
SFG
420
Sovereign Financial Group
Connecticut
$273K
ECM
421
Exchange Capital Management
Michigan
$273K
SFP
422
Strategic Financial Partners
Oregon
$273K
HCP
423
Hexagon Capital Partners
Arkansas
$271K -$195K -8,124 -42%
SA
424
SRH Advisors
Kansas
$271K
WC
425
Waterloo Capital
Texas
$268K +$48 +2 +0%