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Schwab Short-Term US Treasury ETF

573 hedge funds and large institutions have $10B invested in Schwab Short-Term US Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 209 increasing their positions, 224 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-6
Holders Change %
-1.04%
% of All Funds
9.14%
Holding in Top 10
47
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.62%
% of All Funds
0.75%
New
56
Increased
209
Reduced
224
Closed
57
Calls
$412K
Puts
$5K
Net Calls
+$407K
Net Calls Change
-$627K
Name Holding Trade Value Shares
Change
Shares
Change %
SEP
151
Southland Equity Partners
Missouri
$3.92M -$17K -708 -0.4%
CCWA
152
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.91M +$176K +7,348 +5%
HCM
153
Hutchinson Capital Management
California
$3.82M -$230K -9,590 -6%
SSWM
154
Sheets Smith Wealth Management
North Carolina
$3.76M +$7.81K +326 +0.2%
CP
155
Capital Planning
Washington
$3.71M +$2.45M +102,114 +193%
MAM
156
McLean Asset Management
Virginia
$3.64M -$18.3K -764 -0.5%
AIM
157
AHL Investment Management
Florida
$3.56M -$22K -918 -0.6%
SIM
158
Studio Investment Management
Illinois
$3.51M +$2.42M +100,946 +222%
HC
159
Hamilton Capital
Ohio
$3.35M -$75.4M -3,149,414 -96%
SWA
160
Stratos Wealth Advisors
Ohio
$3.24M -$1.42M -59,242 -30%
CA
161
Cetera Advisors
Colorado
$3.18M +$614K +25,646 +24%
REMPR
162
Roof Eidam Maycock Peralta (REMP)
California
$3.17M -$80.2K -3,350 -2%
JWS
163
Juncture Wealth Strategies
Arizona
$3.14M -$3M -125,198 -49%
AWS
164
Aspen Wealth Strategies
Colorado
$3.04M +$71.5K +2,988 +2%
MML Investors Services
165
MML Investors Services
Massachusetts
$3.02M -$4.86M -202,780 -62%
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$2.93M -$839K -35,044 -22%
ZIMP
167
Zimmermann Investment Management & Planning
Pennsylvania
$2.93M +$1.17M +48,958 +67%
FTA
168
Financial & Tax Architects
Missouri
$2.87M -$2.26M -94,584 -44%
MFG
169
Merit Financial Group
Georgia
$2.85M +$97.2K +4,058 +4%
CIC
170
Carnegie Investment Counsel
Ohio
$2.8M -$1.6M -66,708 -36%
SS
171
Simplicity Solutions
Minnesota
$2.74M -$494K -20,614 -15%
BFG
172
Bleakley Financial Group
New Jersey
$2.74M -$494K -20,614 -15%
CMA
173
Cedar Mountain Advisors
Oregon
$2.74M -$292K -12,184 -10%
ICM
174
Islay Capital Management
Texas
$2.73M -$849K -35,454 -24%
WA
175
WBH Advisory
Maryland
$2.71M +$552K +23,062 +26%