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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 %
BDWCC
476
B&D White Capital Company
Texas
$207K
FFA
477
Florida Financial Advisors
Florida
$207K +$207K +8,596 New
SPA
478
Sentinel Pension Advisors
Massachusetts
$205K -$20.8K -866 -9%
MCM
479
Mengis Capital Management
Oregon
$205K -$37K -1,538 -15%
WAM
480
Weatherly Asset Management
California
$205K
GS
481
GTS Securities
New York
$202K -$295K -12,250 -59%
SA
482
SRH Advisors
Kansas
$194K
CIM
483
Contravisory Investment Management
Massachusetts
$154K
FG
484
Fairman Group
Pennsylvania
$150K
CIA
485
Cape Investment Advisory
Georgia
$145K +$2.31K +96 +2%
LFG
486
Larson Financial Group
Missouri
$145K +$39.7K +1,650 +38%
PTC
487
Private Trust Company
Ohio
$143K +$10.7K +444 +8%
CAL
488
Capital Analysts LLC
Pennsylvania
$136K -$215K -8,956 -61%
SOS
489
Silver Oak Securities
Tennessee
$132K -$24.7K -1,028 -16%
WT
490
Washington Trust
Rhode Island
$130K
BTI
491
Blue Trust Inc
Georgia
$117K +$96K +3,982 +465%
SRCM
492
Signature Resources Capital Management
California
$111K +$1.4K +58 +1%
LB
493
Legacy Bridge
Iowa
$111K
AIM
494
Anchor Investment Management
South Carolina
$104K
Fidelity Investments
495
Fidelity Investments
Massachusetts
$101K -$6.55K -272 -6%
FDCDDQ
496
Federation des caisses Desjardins du Quebec
Quebec, Canada
$95.5K
CPG
497
Custom Portfolio Group
Colorado
$94.9K
NB
498
NBT Bank
New York
$82.7K -$7.56K -314 -8%
IAIM
499
International Assets Investment Management
Florida
$75.7K -$139K -5,772 -65%
BWL
500
Bogart Wealth LLC
Virginia
$69.8K -$9.38K -390 -12%