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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 %
FGAM
501
Financial Gravity Asset Management
Texas
$130K +$10.6K +438 +9%
EWA
502
EP Wealth Advisors
California
$123K +$123K +5,096 New
CPA
503
Clear Point Advisors
New York
$118K -$35.8K -1,486 -23%
LB
504
Legacy Bridge
Iowa
$111K
SRCM
505
Signature Resources Capital Management
California
$110K
SSB
506
Sandy Spring Bank
Maryland
$108K +$289 +12 +0.3%
Fidelity Investments
507
Fidelity Investments
Massachusetts
$107K -$34K -1,410 -24%
LFG
508
Larson Financial Group
Missouri
$105K +$241 +10 +0.2%
AIM
509
Anchor Investment Management
South Carolina
$104K
FDCDDQ
510
Federation des caisses Desjardins du Quebec
Quebec, Canada
$95.6K +$2.46K +102 +3%
CPG
511
Custom Portfolio Group
Colorado
$95.1K
NB
512
NBT Bank
New York
$90.4K
ACA
513
Aptus Capital Advisors
Alabama
$89.8K +$89.8K +3,726 New
FFA
514
Founders Financial Alliance
North Carolina
$84.9K +$23K +954 +37%
BWL
515
Bogart Wealth LLC
Virginia
$79.3K -$29.4K -1,218 -27%
DCM
516
Davis Capital Management
Florida
$66.3K
SWM
517
Spire Wealth Management
Virginia
$63.2K +$9.54K +396 +18%
PCM
518
Perritt Capital Management
Illinois
$61K +$482 +20 +0.8%
HGERS
519
Householder Group Estate & Retirement Specialist
Arizona
$56.1K -$5.69K -236 -9%
NP
520
NorthRock Partners
Minnesota
$55.3K
FRA
521
Front Row Advisors
California
$54.9K
TCM
522
Tradewinds Capital Management
Washington
$54.4K -$62K -2,574 -53%
VNA
523
Valley National Advisers
Pennsylvania
$51K -$19.5K -820 -28%
FFWM
524
Future Financial Wealth Management
Ohio
$49.6K +$49.6K +2,058 New
MCM
525
MidAtlantic Capital Management
Virginia
$47.8K