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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 %
IA
176
IFP Advisors
Florida
$2.67M +$154K +6,438 +6%
CWM
177
Cedar Wealth Management
California
$2.65M -$1.2M -50,040 -31%
LEFP
178
Leading Edge Financial Planning
Tennessee
$2.63M -$124K -5,180 -5%
FFA
179
Farther Finance Advisors
California
$2.54M -$67.9K -2,836 -3%
PP
180
PrairieView Partners
Minnesota
$2.51M +$1.04M +43,540 +71%
BIA
181
Bigelow Investment Advisors
Maine
$2.44M -$190K -7,938 -7%
Koshinski Asset Management
182
Koshinski Asset Management
Illinois
$2.42M -$31.5K -1,316 -1%
WCFA
183
Walkner Condon Financial Advisors
Wisconsin
$2.41M +$914K +38,170 +61%
LWM
184
Ledge Wealth Management
Minnesota
$2.39M +$218K +9,114 +10%
KWM
185
Kingsview Wealth Management
Oregon
$2.36M -$384K -16,024 -14%
FA
186
Fortis Advisors
Pennsylvania
$2.26M +$22.5K +940 +1%
LA
187
Lifeworks Advisors
Michigan
$2.26M -$65.7K -2,742 -3%
MIS
188
Morningstar Investment Services
Illinois
$2.22M -$12.6K -526 -0.6%
RWB
189
RMR Wealth Builders
New Jersey
$2.16M +$162K +6,750 +8%
Citadel Advisors
190
Citadel Advisors
Florida
$2.15M +$2.15M +89,698 +32,265%
Kovitz Investment Group Partners
191
Kovitz Investment Group Partners
Illinois
$2.11M -$728K -30,416 -26%
AssetMark Inc
192
AssetMark Inc
California
$2.08M -$5.38M -224,826 -72%
SAM
193
SignalPoint Asset Management
Missouri
$2.06M -$188K -7,852 -8%
JCIA
194
Jackson Creek Investment Advisors
Colorado
$2.05M +$3.78K +158 +0.2%
BA
195
Bluesphere Advisors
Pennsylvania
$1.99M
FVWA
196
Foster Victor Wealth Advisors
South Carolina
$1.98M -$559K -23,416 -22%
MWM
197
Maltin Wealth Management
New Jersey
$1.97M +$1.97M +82,364 New
BOM
198
Bank of Marin
California
$1.96M +$136K +5,662 +7%
CAN
199
Cetera Advisor Networks
California
$1.95M -$2.03M -84,714 -51%
TCM
200
Towercrest Capital Management
Pennsylvania
$1.92M +$26.7K +1,114 +1%