SCHO icon

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 %
BlackRock
551
BlackRock
New York
$5.92K -$2.56M -106,522 -100%
WB
552
Webster Bank
Connecticut
$5.34K
BCMLT
553
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.01K
PA
554
Parallel Advisors
California
$4.91K
FPFS
555
First Personal Financial Services
North Carolina
$4.62K
CP
556
Camelot Portfolios
Ohio
$4.57K +$4.57K +190 New
BIA
557
Bell Investment Advisors
California
$4.46K +$48 +2 +1%
SAM
558
Smartleaf Asset Management
Massachusetts
$4.33K -$7.07K -294 -62%
CAS
559
Coppell Advisory Solutions
Texas
$4.09K +$4.09K +170 New
ADL
560
Asset Dedication LLC
California
$3.98K -$27.7K -1,154 -87%
QCMNJ
561
Quantum Capital Management (New Jersey)
New Jersey
$3.75K
FGAM
562
Financial Gravity Asset Management
Texas
$3.61K -$126K -5,224 -97%
AAP
563
Arax Advisory Partners
Colorado
$3.54K +$48 +2 +1%
CSWM
564
Cassady Schiller Wealth Management
Ohio
$3.13K
CWP
565
Concord Wealth Partners
Virginia
$2.91K
HWA
566
HHM Wealth Advisors
Tennessee
$2.6K +$2.6K +108 New
RIL
567
Rothschild Investment LLC
Illinois
$2.39K -$668 -28 -22%
GWM
568
Geneos Wealth Management
Colorado
$2.07K
QCG
569
Quadrant Capital Group
Ohio
$1.93K
ACA
570
Aptus Capital Advisors
Alabama
$1.88K -$87.8K -3,648 -98%
GPFA
571
Game Plan Financial Advisors
Ohio
$1.66K
MWA
572
Moser Wealth Advisors
Washington
$1.55K
KFI
573
Key Financial Inc
Pennsylvania
$1.54K
BAM
574
Bellevue Asset Management
Washington
$1.35K
TFA
575
Transamerica Financial Advisors
Florida
$1K