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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 %
FWP
551
FAS Wealth Partners
Kansas
$12.7K
ACA
552
Aptus Capital Advisors
Alabama
$11.1K +$10.1K +828 +1,062%
Fifth Third Bancorp
553
Fifth Third Bancorp
Ohio
$10.5K -$47.5K -1,938 -82%
CA
554
Continuum Advisory
Idaho
$10.2K +$6.08K +504 +147%
FGA
555
Fortis Group Advisors
New Jersey
$9.85K
GEA
556
Glen Eagle Advisors
New Jersey
$9.8K
National Bank of Canada
557
National Bank of Canada
Quebec, Canada
$9.16K -$186K -15,182 -95%
Franklin Resources
558
Franklin Resources
California
$8.94K +$24 +2 +0.3%
PA
559
PSI Advisors
Florida
$8.67K +$1.52K +62 +21%
HGA
560
Hobbs Group Advisors
South Carolina
$8.28K
CI
561
Cordant Inc
Oregon
$7.79K +$833 +34 +12%
GM
562
GeoWealth Management
Illinois
$7.54K +$7.49K +306 +15,300%
WIM
563
Westside Investment Management
California
$7.4K
OC
564
Oakworth Capital
Alabama
$6.42K
GWM
565
Guardian Wealth Management
Illinois
$5.88K -$882 -36 -13%
WB
566
Webster Bank
Connecticut
$5.44K
BCMLT
567
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.09K
PA
568
Parallel Advisors
California
$5K
FPFS
569
First Personal Financial Services
North Carolina
$4.7K
BIA
570
Bell Investment Advisors
California
$4.58K +$49 +2 +1%
BBHC
571
Brown Brothers Harriman & Co
New York
$4.56K +$4.56K +186 New
FGC
572
Financial Gravity Companies
Texas
$4.51K +$4.51K +184 New
MLA
573
MB, Levis & Associates
Pennsylvania
$4.16K -$8.82K -360 -68%
ADL
574
Asset Dedication LLC
California
$4.08K
QCMNJ
575
Quantum Capital Management (New Jersey)
New Jersey
$3.82K