SCHO icon

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 %
AWM
526
AllSquare Wealth Management
New York
$26.7K
KSB
527
Kennebec Savings Bank
Maine
$26.3K +$26.3K +1,072 New
1IA
528
1620 Investment Advisors
Massachusetts
$23.3K +$4.41K +180 +23%
HNB
529
Huntington National Bank
Ohio
$22.1K
BHWM
530
Beaird Harris Wealth Management
Texas
$22.1K
HI
531
Hendershot Investments
Virginia
$21.8K
WAG
532
Windsor Advisory Group
Ohio
$21.1K +$21.1K +860 New
BBPWM
533
Blue Bell Private Wealth Management
Pennsylvania
$20.7K
DAM
534
Delta Asset Management
Tennessee
$19.8K
SIS
535
Sound Income Strategies
Florida
$19.8K +$19.8K +810 New
FHA
536
First Horizon Advisors
Tennessee
$19.2K
TPCW
537
TD Private Client Wealth
New York
$19K -$2.07M -84,364 -99%
AIA
538
Arcadia Investment Advisors
Idaho
$18.4K
CFGS
539
Concourse Financial Group Securities
Alabama
$17.8K -$4.56K -186 -20%
CLOS
540
Compagnie Lombard Odier SCmA
Switzerland
$17.6K +$17.6K +720 New
WWM
541
Wagner Wealth Management
South Carolina
$16.6K +$2.16K +88 +15%
CCP
542
Clarkston Capital Partners
Michigan
$15.5K
RA
543
Rise Advisors
New York
$15.1K +$15.1K +618 New
GWM
544
GSB Wealth Management
Connecticut
$14.9K +$14.9K +608 New
NIC
545
Northwest Investment Counselors
Oregon
$14.6K +$14.6K +596 New
SJIM
546
St. Johns Investment Management
Florida
$14.4K +$14.4K +590 New
FVIM
547
Fort Vancouver Investment Management
Washington
$13.7K -$7.59K -310 -36%
ME
548
McIlrath & Eck
Washington
$13.2K
LFA
549
LGT Financial Advisors
Texas
$13K -$49 -2 -0.4%
CFB
550
Cullen/Frost Bankers
Texas
$12.7K +$12.7K +520 New