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Schwab Short-Term US Treasury ETF

583 hedge funds and large institutions have $8.8B invested in Schwab Short-Term US Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 244 increasing their positions, 213 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
+2
Holders Change %
+0.34%
% of All Funds
8.43%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.62%
New
57
Increased
244
Reduced
213
Closed
47
Calls
$3.64M
Puts
$1.51M
Net Calls
+$2.13M
Net Calls Change
+$1.74M
Name Holding Trade Value Shares
Change
Shares
Change %
FCM
501
Fourpath Capital Management
Oklahoma
$73.5K +$73.5K +3,000 New
BWL
502
Bogart Wealth LLC
Virginia
$72.6K +$1.52K +62 +2%
VWM
503
Venturi Wealth Management
Texas
$67.6K +$67.6K +2,760 New
WWP
504
WR Wealth Planners
Missouri
$59.3K +$59.3K +2,420 New
NB
505
NBT Bank
New York
$58.4K -$25.8K -1,052 -31%
MAM
506
Marquette Asset Management
Minnesota
$58.1K +$58.1K +2,372 New
FFA
507
Founders Financial Alliance
North Carolina
$57.8K -$5.93K -242 -9%
HGERS
508
Householder Group Estate & Retirement Specialist
Arizona
$56K
FRA
509
Front Row Advisors
California
$55.7K
TCM
510
Tradewinds Capital Management
Washington
$55.4K +$98 +4 +0.2%
DCM
511
Davis Capital Management
Florida
$54.7K -$9.06K -370 -14%
FFWM
512
Future Financial Wealth Management
Ohio
$51.1K +$51.1K +2,086 New
MCM
513
MidAtlantic Capital Management
Virginia
$48.6K
CTC
514
Central Trust Company
Missouri
$46K
NP
515
NorthRock Partners
Minnesota
$44.2K -$3.48K -146 -7%
Fidelity Investments
516
Fidelity Investments
Massachusetts
$40.9K -$61.6K -2,516 -60%
CA
517
CoreCap Advisors
Michigan
$39.4K +$39.4K +1,608 New
GJIA
518
Glass Jacobson Investment Advisors
Maryland
$39.3K
WSFS
519
Wilmington Savings Fund Society
Delaware
$37K +$37K +1,512 New
Simplex Trading
520
Simplex Trading
Illinois
$37K +$37K +1,540 New
CJ
521
Caitlin John
Michigan
$36.5K +$18.3K +1,512 +100%
VNA
522
Valley National Advisers
Pennsylvania
$33K
AW
523
Avion Wealth
Texas
$32K -$5.09K -208 -14%
SWM
524
Spire Wealth Management
Virginia
$30K
SAM
525
Smartleaf Asset Management
Massachusetts
$28.9K +$24.5K +1,000 +556%