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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 %
SIS
476
Sound Income Strategies
Florida
$119K
TCM
477
Tradewinds Capital Management
Washington
$115K -$78.4K -3,276 -41%
PTC
478
Private Trust Company
Ohio
$113K -$2.25K -94 -2%
LB
479
Legacy Bridge
Iowa
$110K
PAI
480
Pittenger & Anderson Inc
Nebraska
$108K +$2.97K +124 +3%
SSB
481
Sandy Spring Bank
Maryland
$107K +$33K +1,380 +45%
AIM
482
Anchor Investment Management
South Carolina
$104K
LFG
483
Larson Financial Group
Missouri
$104K +$575 +24 +0.6%
AC
484
AlphaCore Capital
California
$101K -$73.8K -3,082 -42%
MFA
485
McClarren Financial Advisors
Pennsylvania
$101K -$257K -10,740 -72%
FDCDDQ
486
Federation des caisses Desjardins du Quebec
Quebec, Canada
$92.6K
ADL
487
Asset Dedication LLC
California
$91K
OFG
488
Oxford Financial Group
Indiana
$84.8K +$84.8K +3,540 New
VNA
489
Valley National Advisers
Pennsylvania
$83K -$526 -22 -0.6%
FGAM
490
Financial Gravity Asset Management
Texas
$80.1K +$77.8K +3,246 +3,381%
IAS
491
IMA Advisory Services
Colorado
$68.5K -$218K -9,102 -76%
PA
492
Parallel Advisors
California
$64.6K -$1.68K -70 -3%
NSG
493
Nalls Sherbakoff Group
Tennessee
$62.6K
HGERS
494
Householder Group Estate & Retirement Specialist
Arizona
$61.3K +$61.3K +2,562 New
FFA
495
Founders Financial Alliance
North Carolina
$61K -$36.3K -1,516 -37%
PCM
496
Perritt Capital Management
Illinois
$59.7K
MBFW
497
Morton Brown Family Wealth
Pennsylvania
$59.2K -$272K -11,356 -82%
FRA
498
Front Row Advisors
California
$54.5K
MFA
499
Morling Financial Advisors
California
$48.1K
SWM
500
Spire Wealth Management
Virginia
$46K +$16.7K +696 +57%