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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 %
DAM
526
Delta Asset Management
Tennessee
$19.5K
FHA
527
First Horizon Advisors
Tennessee
$18.9K
1IA
528
1620 Investment Advisors
Massachusetts
$18.5K +$18.5K +770 New
AIA
529
Arcadia Investment Advisors
Idaho
$18.1K
Franklin Resources
530
Franklin Resources
California
$17.7K +$1.69K +70 +11%
CCP
531
Clarkston Capital Partners
Michigan
$15.2K
RWMG
532
Redwood Wealth Management Group
New Jersey
$14.9K +$14.9K +620 New
WWM
533
Wagner Wealth Management
South Carolina
$14.2K +$1.78K +74 +14%
PCM
534
Perritt Capital Management
Illinois
$13.1K -$47.9K -1,988 -79%
ME
535
McIlrath & Eck
Washington
$12.9K +$12.9K +538 New
LFA
536
LGT Financial Advisors
Texas
$12.8K -$172K -7,168 -93%
MLA
537
MB, Levis & Associates
Pennsylvania
$12.8K -$12K -500 -49%
FWP
538
FAS Wealth Partners
Kansas
$12.5K
PO
539
Private Ocean
California
$11.8K +$1.45K +60 +14%
FGA
540
Fortis Group Advisors
New Jersey
$9.67K
GEA
541
Glen Eagle Advisors
New Jersey
$9.63K
SPIA
542
Steward Partners Investment Advisory
New York
$9.58K -$1.06K -44 -10%
CA
543
Continuum Advisory
Idaho
$8.23K +$193 +8 +2%
HGA
544
Hobbs Group Advisors
South Carolina
$8.13K +$8.13K +338 New
MWM
545
Mascoma Wealth Management
New Hampshire
$7.8K
WIM
546
Westside Investment Management
California
$7.27K
PA
547
PSI Advisors
Florida
$7.03K +$7.03K +292 New
CI
548
Cordant Inc
Oregon
$6.84K +$96 +4 +1%
GWM
549
Guardian Wealth Management
Illinois
$6.66K -$193 -8 -3%
OC
550
Oakworth Capital
Alabama
$6.31K -$27K -1,122 -81%