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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 %
AAP
576
Arax Advisory Partners
Colorado
$3.64K
CSWM
577
Cassady Schiller Wealth Management
Ohio
$3.18K
CWP
578
Concord Wealth Partners
Virginia
$2.94K
QCG
579
Quadrant Capital Group
Ohio
$1.96K
GPFA
580
Game Plan Financial Advisors
Ohio
$1.7K +$49 +2 +3%
MWA
581
Moser Wealth Advisors
Washington
$1.59K
KFI
582
Key Financial Inc
Pennsylvania
$1.57K
TFA
583
Transamerica Financial Advisors
Florida
$1K
CA
584
Claris Advisors
Missouri
$637 +$637 +26 New
IAS
585
IMA Advisory Services
Colorado
$8
Charles Schwab
586
Charles Schwab
California
-$137M -5,700,306 Closed
Toronto Dominion Bank
587
Toronto Dominion Bank
Ontario, Canada
-$9.63M -400,000 Closed
RWA
588
Redhawk Wealth Advisors
Minnesota
-$4.91M -204,108 Closed
SW
589
Simplicity Wealth
New Jersey
-$4.33M -179,948 Closed
FIM
590
Freedom Investment Management
Connecticut
-$2.05M -85,222 Closed
SFC
591
Strategic Financial Concepts
Texas
-$695 -67,318 Closed
DB
592
Dravo Bay
Delaware
-$1.52M -63,132 Closed
PWA
593
Pillar Wealth Advisors
Pennsylvania
-$1.01M -41,924 Closed
BFM
594
Boothbay Fund Management
New York
-$964K -40,058 Closed
SWP
595
Stratos Wealth Partners
Ohio
-$864K -35,918 Closed
VA
596
Vident Advisory
Georgia
-$778K -32,346 Closed
VVP
597
Venture Visionary Partners
Ohio
-$730K -30,310 Closed
BP
598
Ballentine Partners
Massachusetts
-$511K -21,252 Closed
EWM
599
Evercore Wealth Management
New York
-$466K -19,352 Closed
AFG
600
ABLE Financial Group
Arizona
-$462K -19,192 Closed