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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 %
BF
401
BOK Financial
Oklahoma
$356K
TF
402
Trek Financial
Arizona
$348K +$348K +14,458 New
BJL
403
Brighton Jones LLC
Washington
$348K +$47.5K +1,972 +16%
RFA
404
Resurgent Financial Advisors
Georgia
$347K -$364K -15,114 -51%
CFS
405
CRA Financial Services
New Jersey
$347K -$5.92K -246 -2%
MS
406
Madden Securities
Texas
$344K +$344K +14,284 New
HA
407
HC Advisors
Georgia
$341K -$1.92M -79,794 -85%
AAS
408
Asset Allocation Strategies
Michigan
$335K +$335K +13,912 New
BCWM
409
Bartlett & Co Wealth Management
Ohio
$331K +$5.44K +226 +2%
Goldman Sachs
410
Goldman Sachs
New York
$327K -$231K -9,614 -41%
FAG
411
Financial Architects (Georgia)
Georgia
$326K -$60.2K -2,500 -16%
EAM
412
Empirical Asset Management
Massachusetts
$324K +$433 +18 +0.1%
CFO
413
CVA Family Office
Colorado
$319K -$14.8K -616 -4%
AOWM
414
Alpha Omega Wealth Management
Virginia
$318K -$7.22K -300 -2%
BMCM
415
Burns Matteson Capital Management
New York
$318K +$9.1K +378 +3%
LFAS
416
Level Four Advisory Services
Texas
$318K -$1.49M -61,928 -82%
CYG
417
Clean Yield Group
Vermont
$313K
LA
418
Latitude Advisors
Florida
$310K +$3.32K +138 +1%
ZIG
419
Zullo Investment Group
Pennsylvania
$307K -$6.64K -276 -2%
HWM
420
HB Wealth Management
Georgia
$302K -$3.47K -144 -1%
CIP
421
Capital Insight Partners
Arizona
$301K -$1.88K -78 -0.6%
HCM
422
Hengehold Capital Management
Ohio
$300K +$144 +6 +0%
CRC
423
Curi RMB Capital
Illinois
$298K -$66.3K -2,756 -18%
REMPR
424
Roof Eidam Maycock Peralta (REMP)
California
$291K
Cerity Partners
425
Cerity Partners
New York
$291K +$3.37K +140 +1%