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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 %
DAC
426
Dividend Assets Capital
South Carolina
$263K
PIA
427
Perennial Investment Advisors
California
$262K +$3.83K +160 +1%
BCWM
428
Bartlett & Co Wealth Management
Ohio
$261K +$6.71K +280 +3%
BC
429
Bartlett & Co
Ohio
$261K +$6.7K +280 +3%
CFGS
430
Concourse Financial Group Securities
Alabama
$259K -$1.45M -60,466 -85%
CCM
431
Coldstream Capital Management
Washington
$259K -$153K -6,378 -37%
CCM
432
Carlson Capital Management
Minnesota
$258K +$258K +10,768 New
SWA
433
Sightline Wealth Advisors
Connecticut
$256K -$194K -8,094 -43%
SCM
434
Seascape Capital Management
New Hampshire
$252K -$15.7K -654 -6%
PWM
435
PBMares Wealth Management
Virginia
$251K
TIA
436
Tiemann Investment Advisors
California
$250K +$250K +10,450 New
Lido Advisors
437
Lido Advisors
California
$249K -$196K -8,190 -44%
AP
438
Appleton Partners
Massachusetts
$249K
CBFP
439
Cedar Brook Financial Partners
Ohio
$249K -$46.9K -1,958 -16%
BJL
440
Brighton Jones LLC
Washington
$247K -$495K -20,664 -67%
SPW
441
Sonoma Private Wealth
California
$246K
VCM
442
Versant Capital Management
Arizona
$237K +$102K +4,264 +76%
KAS
443
Kestra Advisory Services
Texas
$234K -$66.4K -2,774 -22%
HA
444
Herold Advisors
New York
$231K
LFA
445
Lauterbach Financial Advisors
Texas
$231K +$6.95K +290 +3%
MI
446
Moneywise Inc
Virginia
$228K +$2.4K +100 +1%
PMG
447
ProVise Management Group
Florida
$227K +$48 +2 +0%
PVI
448
Pine Valley Investments
New Jersey
$224K +$224K +9,374 New
CA
449
Calton & Associates
Florida
$224K +$224K +9,338 New
LFS
450
Lutz Financial Services
Nebraska
$223K -$13.5K -562 -6%