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Schwab Short-Term US Treasury ETF

597 hedge funds and large institutions have $8.1B invested in Schwab Short-Term US Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 239 increasing their positions, 226 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
8.65%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.57%
New
66
Increased
239
Reduced
226
Closed
54
Calls
$660K
Puts
$969K
Net Calls
-$309K
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Shares
Change %
EFG
476
Ethos Financial Group
Pennsylvania
$224K -$193K -8,004 -46%
IAA
477
Independent Advisor Alliance
North Carolina
$223K -$96.1K -3,988 -30%
RJT
478
Raymond James Trust
Florida
$221K
VI
479
VanderPol Investments
Michigan
$220K -$84.7K -3,514 -28%
IWM
480
IHT Wealth Management
Illinois
$219K -$12.8K -532 -6%
OFS
481
OneAscent Financial Services
Alabama
$219K -$32.6K -1,354 -13%
FM
482
Foster & Motley
Ohio
$218K -$145 -6 -0.1%
IAIM
483
International Assets Investment Management
Florida
$214K +$214K +8,920 New
CFGSD
484
Compass Financial Group (South Dakota)
South Dakota
$212K +$212K +8,800 New
PIA
485
Perennial Investment Advisors
California
$212K -$28.9K -1,200 -12%
CIBC Private Wealth Group
486
CIBC Private Wealth Group
Georgia
$211K +$211K +8,800 New
LCM
487
Logan Capital Management
Pennsylvania
$210K +$12.1K +504 +6%
BDWCC
488
B&D White Capital Company
Texas
$207K
CCFM
489
Clear Creek Financial Management
Washington
$205K +$205K +8,502 New
WAM
490
Weatherly Asset Management
California
$205K -$48 -2 -0%
SA
491
SRH Advisors
Kansas
$194K
APCM
492
Alaska Permanent Capital Management
Alaska
$190K
LFA
493
LGT Financial Advisors
Texas
$186K
CHA
494
Carmichael Hill & Associates
Maryland
$168K +$18.5K +768 +12%
SOS
495
Silver Oak Securities
Tennessee
$157K -$1.43M -59,464 -90%
CIM
496
Contravisory Investment Management
Massachusetts
$155K
FG
497
Fairman Group
Pennsylvania
$151K
CIA
498
Cape Investment Advisory
Georgia
$143K +$17.7K +736 +14%
PTC
499
Private Trust Company
Ohio
$133K -$13.1K -542 -9%
WT
500
Washington Trust
Rhode Island
$130K