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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 %
FFA
501
Founders Financial Alliance
North Carolina
$62.6K -$22.2K -922 -26%
DCM
502
Davis Capital Management
Florida
$62.4K -$3.93K -164 -6%
Jones Financial Companies
503
Jones Financial Companies
Missouri
$60.8K +$50.5K +2,100 +491%
Fifth Third Bancorp
504
Fifth Third Bancorp
Ohio
$57K +$11.3K +468 +25%
HGERS
505
Householder Group Estate & Retirement Specialist
Arizona
$55K
FRA
506
Front Row Advisors
California
$54.8K
TCM
507
Tradewinds Capital Management
Washington
$54.4K +$48 +2 +0.1%
SIS
508
Strategic Investment Solutions
Illinois
$51.3K +$51.3K +2,000 New
MCM
509
MidAtlantic Capital Management
Virginia
$47.7K
NP
510
NorthRock Partners
Minnesota
$46.9K -$8.07K -344 -15%
CTC
511
Central Trust Company
Missouri
$45.2K
TRCT
512
Tower Research Capital (TRC)
New York
$40.5K +$21.2K +882 +110%
GJIA
513
Glass Jacobson Investment Advisors
Maryland
$38.6K
CJ
514
Caitlin John
Michigan
$36.4K
AW
515
Avion Wealth
Texas
$36K +$35.8K +1,506 +15,060%
VNA
516
Valley National Advisers
Pennsylvania
$32K -$18.8K -794 -37%
SWM
517
Spire Wealth Management
Virginia
$29.5K -$33.7K -1,400 -53%
AWM
518
AllSquare Wealth Management
New York
$26.3K
MBFW
519
Morton Brown Family Wealth
Pennsylvania
$25.9K
CFGS
520
Concourse Financial Group Securities
Alabama
$21.9K +$4.48K +186 +26%
BHWM
521
Beaird Harris Wealth Management
Texas
$21.7K
HI
522
Hendershot Investments
Virginia
$21.4K
FVIM
523
Fort Vancouver Investment Management
Washington
$20.9K +$20.9K +868 New
NFSG
524
Newbridge Financial Services Group
Florida
$20.8K
BBPWM
525
Blue Bell Private Wealth Management
Pennsylvania
$20.3K