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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.

Holders
597
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
8.66%
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 %
Franklin Resources
551
Franklin Resources
California
$16K
CCP
552
Clarkston Capital Partners
Michigan
$15.2K -$8.87K -368 -37%
NIC
553
Northwest Investment Counselors
Oregon
$14.4K +$14.4K +598 New
FWP
554
FAS Wealth Partners
Kansas
$12.5K +$12.5K +518 New
WWM
555
Wagner Wealth Management
South Carolina
$12.4K -$28.4K -1,178 -70%
GI
556
Gradient Investments
Minnesota
$12.3K +$7.48K +310 +155%
SAM
557
Smartleaf Asset Management
Massachusetts
$11.4K +$7.09K +294 +163%
MIM
558
MTM Investment Management
South Carolina
$11K +$11K +456 New
SPIA
559
Steward Partners Investment Advisory
New York
$10.7K +$9.11K +378 +591%
PO
560
Private Ocean
California
$10.3K +$1.06K +44 +11%
Jones Financial Companies
561
Jones Financial Companies
Missouri
$10.3K +$10.3K +428 New
FGA
562
Fortis Group Advisors
New Jersey
$9.69K -$9.69K -402 -50%
GEA
563
Glen Eagle Advisors
New Jersey
$9.64K
PCMC
564
Private Capital Management (Colorado)
Colorado
$9.45K +$9.45K +392 New
CA
565
Continuum Advisory
Idaho
$8.01K +$8.01K +334 New
MWM
566
Mascoma Wealth Management
New Hampshire
$7.81K
GM
567
GeoWealth Management
Illinois
$7.42K -$16K -664 -68%
WIM
568
Westside Investment Management
California
$7.28K
GWM
569
Guardian Wealth Management
Illinois
$6.84K -$193 -8 -3%
CI
570
Cordant Inc
Oregon
$6.75K -$386 -16 -5%
SS
571
Sunbelt Securities
Texas
$6.61K +$6.61K +274 New
WB
572
Webster Bank
Connecticut
$5.35K
BCMLT
573
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.01K
PA
574
Parallel Advisors
California
$4.92K -$8.92K -370 -64%
SIC
575
Salem Investment Counselors
North Carolina
$4.82K