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Schwab Short-Term US Treasury ETF

597 hedge funds and large institutions have $8.1B invested in Schwab Short-Term US Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 239 increasing their positions, 226 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
8.65%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.57%
New
66
Increased
239
Reduced
226
Closed
54
Calls
$660K
Puts
$969K
Net Calls
-$309K
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
401
Sightline Wealth Advisors
Connecticut
$388K +$79.9K +3,314 +26%
FAG
402
Financial Architects (Georgia)
Georgia
$387K +$4.82K +200 +1%
GG
403
Gleason Group
Kentucky
$386K +$2.89K +120 +0.8%
SWP
404
Significant Wealth Partners
Illinois
$385K +$385K +15,954 New
V
405
ViaWealth
Kansas
$381K -$19.1K -794 -5%
WAP
406
Wealthcare Advisory Partners
Pennsylvania
$375K +$32.3K +1,340 +9%
CRC
407
Curi RMB Capital
Illinois
$365K +$365K +15,132 New
LRPA
408
L. Roy Papp & Associates
Arizona
$363K +$3.23K +134 +0.9%
CCG
409
Ceeto Capital Group
Florida
$362K
BF
410
BOK Financial
Oklahoma
$355K -$38.9K -1,622 -10%
CFS
411
CRA Financial Services
New Jersey
$353K +$20.2K +840 +6%
CAL
412
Capital Analysts LLC
Pennsylvania
$353K +$200K +8,296 +131%
AMIM
413
Aull & Monroe Investment Management
Alabama
$352K +$70.4K +2,920 +25%
EWP
414
Elevation Wealth Partners
California
$351K +$351K +14,564 New
LWM
415
Laidlaw Wealth Management
New York
$338K -$24.9K -1,034 -7%
ATPW
416
Ashton Thomas Private Wealth
Arizona
$334K +$241 +10 +0.1%
CFO
417
CVA Family Office
Colorado
$334K +$96 +4 +0%
BCI
418
Brinker Capital Investments
Pennsylvania
$328K -$228K -9,468 -41%
OPS
419
Orion Portfolio Solutions
Nebraska
$328K -$228K -9,468 -41%
BCWM
420
Bartlett & Co Wealth Management
Ohio
$326K +$40.7K +1,690 +14%
AOWM
421
Alpha Omega Wealth Management
Virginia
$326K -$69.3K -2,874 -18%
DWT
422
Dorsey & Whitney Trust
South Dakota
$326K -$214K -8,858 -40%
EAM
423
Empirical Asset Management
Massachusetts
$324K +$14.1K +586 +5%
PAI
424
Pittenger & Anderson Inc
Nebraska
$316K +$185K +7,658 +140%
ZIG
425
Zullo Investment Group
Pennsylvania
$314K -$17.1K -708 -5%