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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 %
CKAIS
151
Christensen King & Associates Investment Services
Washington
$3.75M -$125K -5,108 -3%
KPWS
152
Kestra Private Wealth Services
Texas
$3.73M +$183K +7,474 +5%
MFG
153
Mendota Financial Group
Wisconsin
$3.52M +$213K +8,704 +6%
BPA
154
Beacon Pointe Advisors
California
$3.5M +$570K +23,290 +19%
Focus Partners Wealth
155
Focus Partners Wealth
Massachusetts
$3.46M +$3.46M +141,218 New
DFC
156
DBK Financial Counsel
Ohio
$3.35M +$190K +7,750 +6%
NA
157
NewEdge Advisors
Louisiana
$3.14M -$156K -6,364 -5%
GI
158
GLOBALT Investments
Georgia
$3.12M -$82.2K -3,358 -3%
WA
159
WBH Advisory
Maryland
$3.11M -$173K -7,076 -5%
AIM
160
AHL Investment Management
Florida
$3.04M -$23.9K -976 -0.8%
AI
161
Atria Investments
North Carolina
$3.03M +$157K +6,430 +5%
Goldman Sachs
162
Goldman Sachs
New York
$2.9M +$2.57M +104,798 +771%
CWA
163
Cornerstone Wealth Advisors
Minnesota
$2.88M -$2.13M -86,944 -43%
ES
164
ETF Store
Kansas
$2.81M -$56K -2,286 -2%
PP
165
PrairieView Partners
Minnesota
$2.72M -$624K -25,486 -19%
RSWA
166
Robinson Smith Wealth Advisors
Maine
$2.72M +$925K +37,758 +52%
AIS
167
American Investment Services
Massachusetts
$2.71M +$149K +6,100 +6%
DA
168
Dover Advisors
Virginia
$2.67M +$2.67M +109,100 New
RW
169
Rede Wealth
Virginia
$2.66M +$174K +7,118 +7%
HF
170
HRT Financial
New York
$2.66M +$2.66M +108,484 New
CMA
171
Cedar Mountain Advisors
Oregon
$2.63M -$351K -14,318 -12%
VFG
172
Valley Financial Group
Pennsylvania
$2.63M -$9.04M -369,172 -77%
LA
173
Lifeworks Advisors
Michigan
$2.55M +$254K +10,358 +11%
VT
174
Vise Technologies
New York
$2.46M -$314K -12,824 -11%
JWS
175
Juncture Wealth Strategies
Arizona
$2.42M -$58.8K -2,402 -2%