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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 %
BBPWM
526
Blue Bell Private Wealth Management
Pennsylvania
$20.2K
CA
527
Cambridge Associates
Massachusetts
$19.4K
DAM
528
Delta Asset Management
Tennessee
$19.4K
AIA
529
Arcadia Investment Advisors
Idaho
$18K
Franklin Resources
530
Franklin Resources
California
$15.9K
NIC
531
Northwest Investment Counselors
Oregon
$14.6K
FHA
532
First Horizon Advisors
Tennessee
$14.2K
BFO
533
Biltmore Family Office
North Carolina
$13.9K +$13.9K +580 New
TCA
534
Trifecta Capital Advisors
Illinois
$11.5K -$7.18K -300 -38%
PCTC
535
Perkins Coie Trust Company
Washington
$10.4K +$10.4K +436 New
Fifth Third Bancorp
536
Fifth Third Bancorp
Ohio
$9.67K +$8.19K +342 +552%
FGA
537
Fortis Group Advisors
New Jersey
$9.63K +$9.63K +402 New
GEA
538
Glen Eagle Advisors
New Jersey
$9.58K
SIC
539
Salem Investment Counselors
North Carolina
$9.58K
IPW
540
Impact Partnership Wealth
Georgia
$9.39K
BNP Paribas Financial Markets
541
BNP Paribas Financial Markets
France
$8.76K +$8.76K +366 New
MRCM
542
M&R Capital Management
New Jersey
$8.57K
MWM
543
Mascoma Wealth Management
New Hampshire
$7.76K
HT
544
Headlands Technologies
Illinois
$7.62K +$7.62K +318 New
GWM
545
Guardian Wealth Management
Illinois
$7.36K -$96 -4 -1%
WIM
546
Westside Investment Management
California
$7.23K
First Manhattan
547
First Manhattan
New York
$7.09K +$7.09K +296 New
OC
548
Oakworth Capital
Alabama
$6.27K +$1.58K +66 +34%
BTI
549
Blue Trust Inc
Georgia
$6K
CI
550
Cordant Inc
Oregon
$5.7K -$6.9K -288 -55%