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Schwab Short-Term US Treasury ETF

572 hedge funds and large institutions have $10.6B invested in Schwab Short-Term US Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 210 increasing their positions, 213 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+9
Holders Change %
+1.6%
% of All Funds
9.15%
Holding in Top 10
58
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.44%
% of All Funds
0.93%
New
77
Increased
210
Reduced
213
Closed
54
Calls
$2.07M
Puts
$5K
Net Calls
+$2.06M
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CIM
426
Contravisory Investment Management
Massachusetts
$278K
SA
427
SRH Advisors
Kansas
$276K
MGIA
428
Moneta Group Investment Advisors
Missouri
$275K +$275K +11,266 New
AWM
429
Avaii Wealth Management
Wisconsin
$274K -$5.76K -236 -2%
SCM
430
Seascape Capital Management
New Hampshire
$272K -$79.4K -3,248 -23%
FA
431
Faithward Advisors
Pennsylvania
$271K
MI
432
Moneywise Inc
Virginia
$269K +$1.61K +66 +0.6%
DAC
433
Dividend Assets Capital
South Carolina
$265K
WS
434
Wedbush Securities
California
$265K +$3.12K +128 +1%
SFG
435
StrategIQ Financial Group
Indiana
$262K +$262K +10,758 New
AP
436
Appleton Partners
Massachusetts
$262K -$6.11K -250 -2%
BC
437
Bartlett & Co
Ohio
$259K +$21K +860 +9%
BCWM
438
Bartlett & Co Wealth Management
Ohio
$259K +$21K +860 +9%
MWM
439
Meridian Wealth Management
Kentucky
$256K -$140K -5,746 -35%
PWM
440
PBMares Wealth Management
Virginia
$256K
GWM
441
GSB Wealth Management
Connecticut
$254K +$254K +10,512 New
SPW
442
Sonoma Private Wealth
California
$251K +$251K +10,282 New
KPWS
443
Kestra Private Wealth Services
Texas
$251K -$84.4K -3,460 -25%
CRI
444
Colonial River Investments
Virginia
$250K +$250K +10,250 New
GCWM
445
Graham Capital Wealth Management
District of Columbia
$249K +$249K +1,020 New
FWA
446
Freedom Wealth Alliance
Wisconsin
$248K -$8.29K -340 -3%
AL
447
ACAS LLC
California
$246K -$9.61K -394 -4%
PCS
448
Personal CFO Solutions
New Jersey
$242K +$242K +9,928 New
GFG
449
Goldstone Financial Group
Illinois
$237K +$237K +9,724 New
PWP
450
Private Wealth Partners
California
$237K +$237K +9,700 New