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Schwab Short-Term US Treasury ETF

572 hedge funds and large institutions have $10.6B invested in Schwab Short-Term US Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 210 increasing their positions, 213 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+9
Holders Change %
+1.6%
% of All Funds
9.15%
Holding in Top 10
58
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.44%
% of All Funds
0.93%
New
77
Increased
210
Reduced
213
Closed
54
Calls
$2.07M
Puts
$5K
Net Calls
+$2.06M
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Shares
Change %
Barclays
501
Barclays
United Kingdom
$50K +$50K +2,048 New
CCP
502
Clarkston Capital Partners
Michigan
$49.1K +$98 +4 +0.2%
MFA
503
Morling Financial Advisors
California
$49K +$49K +2,008 New
EWM
504
Evermay Wealth Management
Virginia
$48.8K
GWM
505
Geneos Wealth Management
Colorado
$42.2K +$40.1K +1,644 +1,912%
FGAM
506
Financial Gravity Asset Management
Texas
$41.9K +$854 +2 +2%
HI
507
Hendershot Investments
Virginia
$41.3K
LWANC
508
Laurel Wealth Advisors (North Carolina)
North Carolina
$38.7K
CTC
509
Central Trust Company
Missouri
$38.5K +$38.4K +1,574 +26,233%
Citadel Advisors
510
Citadel Advisors
Florida
$37K -$4.79M -196,390 -99%
HT
511
Headlands Technologies
Illinois
$35.5K +$35.5K +1,454 New
WWM
512
Wagner Wealth Management
South Carolina
$32.5K +$927 +38 +3%
SL
513
Savior LLC
Massachusetts
$31.8K
AWM
514
AllSquare Wealth Management
New York
$31.5K
SCA
515
Stonebridge Capital Advisors
Minnesota
$31.2K -$21.7K -888 -41%
BFEC
516
Benjamin F. Edwards & Company
Missouri
$30K +$8.2K +332 +38%
SWM
517
Spire Wealth Management
Virginia
$29.9K +$19.4K +796 +185%
TFP
518
Tilia Fiduciary Partners
North Carolina
$28.9K -$8.39K -344 -22%
GWANC
519
Guardian Wealth Advisors (North Carolina)
North Carolina
$27.1K +$27.1K +1,110 New
ACA
520
Aptus Capital Advisors
Alabama
$27.1K +$27.1K +1,110 New
SIM
521
Studio Investment Management
Illinois
$23.2K +$23.2K +952 New
PFBT
522
Parkside Financial Bank & Trust
Missouri
$23.1K
IRC
523
Investors Research Corp
Georgia
$22.7K
PK
524
Pflug Koory
Nebraska
$22K
NFSG
525
Newbridge Financial Services Group
Florida
$21.1K