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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 %
FC
601
Financial Consulate
Maryland
-$461K -19,152 Closed
MAWAG
602
Mid-American Wealth Advisory Group
Missouri
-$394K -16,380 Closed
PFS
603
Prospera Financial Services
Texas
-$358K -14,892 Closed
LFAS
604
Level Four Advisory Services
Texas
-$318K -13,194 Closed
CYG
605
Clean Yield Group
Vermont
-$313K -13,000 Closed
HCM
606
Hengehold Capital Management
Ohio
-$300K -12,454 Closed
RIA
607
Realta Investment Advisors
Delaware
-$283K -11,760 Closed
HOWA
608
Heritage Oak Wealth Advisors
Florida
-$274K -11,388 Closed
FAM
609
Formidable Asset Management
Ohio
-$267K -11,098 Closed
RA
610
RFG Advisory
Alabama
-$261K -10,828 Closed
AWM
611
Avaii Wealth Management
Wisconsin
-$241K -9,998 Closed
SWA
612
SFMG Wealth Advisors
Texas
-$230K -9,564 Closed
PMG
613
ProVise Management Group
Florida
-$225K -9,350 Closed
VAS
614
Vestmark Advisory Solutions
Massachusetts
-$223K -9,270 Closed
AWA
615
Arete Wealth Advisors
Illinois
-$212K -8,802 Closed
AWM
616
AE Wealth Management
Kansas
-$208K -8,630 Closed
GS
617
GTS Securities
New York
-$202K -8,384 Closed
IAIM
618
International Assets Investment Management
Florida
-$75.7K -3,148 Closed
SIS
619
Strategic Investment Solutions
Illinois
-$51.3K -2,000 Closed
TRCT
620
Tower Research Capital (TRC)
New York
-$40.5K -1,682 Closed
MBFW
621
Morton Brown Family Wealth
Pennsylvania
-$25.9K -1,074 Closed
NFSG
622
Newbridge Financial Services Group
Florida
-$20.8K -864 Closed
RWMG
623
Redwood Wealth Management Group
New Jersey
-$14.9K -620 Closed
PCM
624
Perritt Capital Management
Illinois
-$13.1K -542 Closed
MWM
625
Mascoma Wealth Management
New Hampshire
-$7.8K -324 Closed