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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 %
MCA
526
Maryland Capital Advisors
Maryland
$20.8K
CI
527
Cordant Inc
Oregon
$20.7K -$829 -34 -4%
NIC
528
Northwest Investment Counselors
Oregon
$20.4K
DAM
529
Delta Asset Management
Tennessee
$19.8K
AIA
530
Arcadia Investment Advisors
Idaho
$18.3K
Franklin Resources
531
Franklin Resources
California
$16.2K
HR
532
Howe & Rusling
New York
$15.5K +$15.5K +634 New
CA
533
Crewe Advisors
Utah
$15.2K +$15.2K +624 New
TWA
534
TCI Wealth Advisors
Arizona
$14.6K -$73.2K -3,000 -83%
FHA
535
First Horizon Advisors
Tennessee
$14.5K -$12.4K -510 -46%
DI
536
Disciplined Investments
Oklahoma
$14.2K
BFO
537
Biltmore Family Office
North Carolina
$14.1K +$14.1K +580 New
AWM
538
Aspire Wealth Management
Massachusetts
$13.9K +$13.9K +568 New
Fifth Third Bancorp
539
Fifth Third Bancorp
Ohio
$11.9K -$97.5K -3,996 -89%
SPIA
540
Steward Partners Investment Advisory
New York
$11.5K -$13.5K -552 -54%
BF
541
BOK Financial
Oklahoma
$10K +$10K +410 New
GEA
542
Glen Eagle Advisors
New Jersey
$9.76K
SIC
543
Salem Investment Counselors
North Carolina
$9.76K
MRCM
544
M&R Capital Management
New Jersey
$8.73K
GWM
545
Guardian Wealth Management
Illinois
$7.99K -$438 -18 -5%
GI
546
Gradient Investments
Minnesota
$7.92K +$2.64K +108 +50%
MWM
547
Mascoma Wealth Management
New Hampshire
$7.9K
QCG
548
Quadrant Capital Group
Ohio
$7.81K
Fidelity Investments
549
Fidelity Investments
Massachusetts
$7.63K -$24.9K -1,020 -77%
WIM
550
Westside Investment Management
California
$7.37K