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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 %
GWP
451
Gateway Wealth Partners
Wisconsin
$223K +$223K +9,306 New
EFG
452
Ethos Financial Group
Pennsylvania
$222K
FPAS
453
Focus Partners Advisor Solutions
Missouri
$222K +$3.21K +134 +1%
AWM
454
Accurate Wealth Management
Florida
$222K -$222K -9,314 -50%
NHT
455
New Hampshire Trust
New Hampshire
$218K +$218K +9,108 New
AWM
456
Avaii Wealth Management
Wisconsin
$218K -$22.2K -928 -9%
CWM
457
Cabot Wealth Management
Massachusetts
$217K -$210K -8,800 -49%
FAIM
458
Financial Advocates Investment Management
Washington
$216K -$218K -9,098 -50%
MCM
459
Mengis Capital Management
Oregon
$214K -$27.5K -1,148 -11%
SG
460
StoneX Group
New York
$213K -$226K -9,428 -51%
CIA
461
Cape Investment Advisory
Georgia
$210K +$7.33K +306 +4%
AL
462
ACAS LLC
California
$207K -$2.59K -108 -1%
BDWCC
463
B&D White Capital Company
Texas
$206K -$4.6K -192 -2%
OFS
464
OneAscent Financial Services
Alabama
$204K +$204K +8,538 New
LCM
465
Logan Capital Management
Pennsylvania
$203K +$4.7K +196 +2%
SFM
466
Signet Financial Management
New Jersey
$200K -$98.5K -4,114 -33%
ACA
467
Atlas Capital Advisors
Wyoming
$200K +$4.6K +192 +2%
APCM
468
Alaska Permanent Capital Management
Alaska
$189K
WP
469
WealthShield Partners
North Carolina
$188K
WBC
470
West Branch Capital
Massachusetts
$176K +$1.77K +74 +1%
CIM
471
Contravisory Investment Management
Massachusetts
$154K -$119K -4,970 -44%
CAL
472
Capital Analysts LLC
Pennsylvania
$151K +$52.5K +2,200 +53%
CHA
473
Carmichael Hill & Associates
Maryland
$147K +$2.54K +106 +2%
WT
474
Washington Trust
Rhode Island
$129K
FA
475
Faithward Advisors
Pennsylvania
$120K -$10.7K -446 -8%