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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 %
CCP
501
Clarkston Capital Partners
Michigan
$43.7K
SWA
502
Sutton Wealth Advisors
Florida
$43.1K
Fidelity Investments
503
Fidelity Investments
Massachusetts
$42.5K -$35.4K -1,478 -45%
GJIA
504
Glass Jacobson Investment Advisors
Maryland
$38.4K
SCA
505
Stonebridge Capital Advisors
Minnesota
$38.4K
WWM
506
Wagner Wealth Management
South Carolina
$38.4K +$4.26K +178 +13%
LWANC
507
Laurel Wealth Advisors (North Carolina)
North Carolina
$38K
Toronto Dominion Bank
508
Toronto Dominion Bank
Ontario, Canada
$37.6K +$37.6K +1,572 New
BWL
509
Bogart Wealth LLC
Virginia
$36.7K -$29.6K -1,234 -45%
CTC
510
Central Trust Company
Missouri
$36.6K
AWM
511
AllSquare Wealth Management
New York
$30.9K
BIA
512
Bell Investment Advisors
California
$30.3K -$40.9M -1,707,420 -100%
Bank of Montreal
513
Bank of Montreal
Ontario, Canada
$29.9K -$42.1K -1,760 -58%
HI
514
Hendershot Investments
Virginia
$29.5K -$11.1K -462 -27%
SWA
515
SOA Wealth Advisors
New York
$29.4K +$29.4K +1,226 New
BF
516
BOK Financial
Oklahoma
$28.2K +$18.3K +766 +187%
Bessemer Group
517
Bessemer Group
New Jersey
$28K +$28K +1,164 New
TRCT
518
Tower Research Capital (TRC)
New York
$25.7K +$24.7K +1,030 +2,341%
CSPIA
519
Cary Street Partners Investment Advisory
Virginia
$25.3K -$1.31M -54,618 -98%
PFBT
520
Parkside Financial Bank & Trust
Missouri
$22.7K
IRC
521
Investors Research Corp
Georgia
$22.3K
Deutsche Bank
522
Deutsche Bank
Germany
$21.9K
BHWM
523
Beaird Harris Wealth Management
Texas
$21.6K
PK
524
Pflug Koory
Nebraska
$21.6K
NFSG
525
Newbridge Financial Services Group
Florida
$20.7K