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Schwab Short-Term US Treasury ETF

572 hedge funds and large institutions have $10.6B invested in Schwab Short-Term US Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 210 increasing their positions, 213 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+9
Holders Change %
+1.6%
% of All Funds
9.15%
Holding in Top 10
58
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.44%
% of All Funds
0.93%
New
77
Increased
210
Reduced
213
Closed
54
Calls
$2.07M
Puts
$5K
Net Calls
+$2.06M
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Shares
Change %
DP
201
Denver PWM
Colorado
$1.76M +$296K +12,164 +20%
BDFN
202
Bond & Devick Financial Network
Minnesota
$1.75M -$838K -34,370 -32%
ZIMP
203
Zimmermann Investment Management & Planning
Pennsylvania
$1.74M -$2.45M -100,470 -58%
SWM
204
SeaCrest Wealth Management
New York
$1.73M +$10.2K +418 +0.6%
DT
205
Diversified Trust
Tennessee
$1.73M -$1.21M -49,644 -41%
CCFCSB
206
Cape Cod Five Cents Savings Bank
Massachusetts
$1.72M -$937K -38,428 -35%
AFP
207
Ausdal Financial Partners
Iowa
$1.71M +$105K +4,324 +7%
RWB
208
RMR Wealth Builders
New Jersey
$1.69M +$831K +34,048 +97%
Financial Engines Advisors
209
Financial Engines Advisors
California
$1.67M +$405K +16,600 +32%
CAG
210
Csenge Advisory Group
Florida
$1.65M +$59.8K +2,450 +4%
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$1.63M +$1.57M +64,388 +2,531%
Bank of New York Mellon
212
Bank of New York Mellon
New York
$1.63M +$442K +18,126 +37%
PGAM
213
Princeton Global Asset Management
New Jersey
$1.61M -$98 -4 -0%
MA
214
McBroom & Associates
Nevada
$1.61M -$494K -20,234 -24%
SWM
215
SigFig Wealth Management
California
$1.58M -$54.7K -2,264 -3%
CIR
216
Clear Investment Research
Georgia
$1.53M -$34.9K -1,432 -2%
B
217
Bensler
Washington
$1.45M -$18.9K -776 -1%
BCM
218
Brookstone Capital Management
Illinois
$1.45M +$739K +30,410 +104%
EWM
219
Elmwood Wealth Management
California
$1.44M
DG
220
DMC Group
Alabama
$1.44M +$285K +11,696 +25%
SFA
221
Sequoia Financial Advisors
Ohio
$1.44M -$86.8K -3,560 -6%
WCFA
222
Walkner Condon Financial Advisors
Wisconsin
$1.42M +$144K +5,920 +11%
AWM
223
Avitas Wealth Management
California
$1.4M -$21.1K -866 -1%
IA
224
Inspire Advisors
Idaho
$1.38M +$81.7K +3,348 +6%
FANJ
225
Financial Architects (New Jersey)
New Jersey
$1.38M +$226K +9,264 +20%