SCHO icon

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 %
LGWM
451
Litman Gregory Wealth Management
California
$245K +$13.5K +560 +6%
AAS
452
Ameritas Advisory Services
Nebraska
$242K +$6.93K +288 +3%
AWM
453
Avaii Wealth Management
Wisconsin
$241K -$6.06K -252 -2%
CHA
454
Carmichael Hill & Associates
Maryland
$239K +$71.3K +2,964 +42%
JCM
455
Jacobi Capital Management
Pennsylvania
$232K +$232K +9,652 New
CCM
456
Carlson Capital Management
Minnesota
$232K -$144 -6 -0.1%
SWA
457
SFMG Wealth Advisors
Texas
$230K
AR
458
Apeiron RIA
Texas
$230K +$3.51K +146 +2%
LIA
459
Lynx Investment Advisory
District of Columbia
$227K +$227K +9,428 New
PIMG
460
Patriot Investment Management Group
Tennessee
$227K -$4K -166 -2%
D
461
Diversified
Delaware
$226K +$226K +9,374 New
PMG
462
ProVise Management Group
Florida
$225K +$144 +6 +0.1%
SCM
463
Seascape Capital Management
New Hampshire
$224K -$3.65K -152 -2%
VAS
464
Vestmark Advisory Solutions
Massachusetts
$223K -$5.39K -224 -2%
FM
465
Foster & Motley
Ohio
$221K +$3.37K +140 +2%
RJT
466
Raymond James Trust
Florida
$220K
IWM
467
IHT Wealth Management
Illinois
$220K +$529 +22 +0.2%
CAM
468
Cresset Asset Management
Illinois
$219K +$219K +9,094 New
SSB
469
Sandy Spring Bank
Maryland
$219K +$110K +4,586 +102%
DI
470
Diligent Investors
California
$219K -$54.5K -2,266 -20%
KPP
471
Kings Path Partners
Texas
$216K +$216K +8,974 New
CA
472
Callahan Advisors
Texas
$213K -$52.8K -2,194 -20%
AWA
473
Arete Wealth Advisors
Illinois
$212K +$212K +8,802 New
LCM
474
Logan Capital Management
Pennsylvania
$210K
AWM
475
AE Wealth Management
Kansas
$208K +$208K +8,630 New