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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 %
Fifth Third Bancorp
526
Fifth Third Bancorp
Ohio
$45.8K +$45.8K +1,900 New
CTC
527
Central Trust Company
Missouri
$45.3K +$8.44K +350 +23%
GJIA
528
Glass Jacobson Investment Advisors
Maryland
$38.7K
CJ
529
Caitlin John
Michigan
$36.4K -$964 -40 -3%
OC
530
Oakworth Capital
Alabama
$33.4K -$143K -5,920 -81%
ADL
531
Asset Dedication LLC
California
$32K +$32K +1,320 New
HNB
532
Huntington National Bank
Ohio
$31.3K -$35.3K
M
533
MOTCO
Texas
$30.6K +$30.6K +1,270 New
AWM
534
AllSquare Wealth Management
New York
$26.3K -$4.82K -200 -15%
MBFW
535
Morton Brown Family Wealth
Pennsylvania
$25.9K -$12.2K -508 -32%
MLA
536
MB, Levis & Associates
Pennsylvania
$24.8K -$9.64K -400 -28%
PK
537
Pflug Koory
Nebraska
$23.5K +$338 +14 +1%
PFBT
538
Parkside Financial Bank & Trust
Missouri
$22.8K
BHWM
539
Beaird Harris Wealth Management
Texas
$21.7K
HI
540
Hendershot Investments
Virginia
$21.5K -$8.2K -340 -28%
NFSG
541
Newbridge Financial Services Group
Florida
$20.8K
BTI
542
Blue Trust Inc
Georgia
$20.6K -$88.8K -3,684 -81%
BBPWM
543
Blue Bell Private Wealth Management
Pennsylvania
$20.3K -$152K -6,300 -88%
DAM
544
Delta Asset Management
Tennessee
$19.5K
IGWM
545
ICA Group Wealth Management
Colorado
$19.4K +$3.95K +164 +26%
TRCT
546
Tower Research Capital (TRC)
New York
$19.3K +$12.8K +532 +199%
FHA
547
First Horizon Advisors
Tennessee
$18.9K
SIS
548
Sound Income Strategies
Florida
$18.2K +$5.45K +226 +43%
AIA
549
Arcadia Investment Advisors
Idaho
$18.1K
CFGS
550
Concourse Financial Group Securities
Alabama
$17.5K