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Schwab Short-Term US Treasury ETF

581 hedge funds and large institutions have $8.03B invested in Schwab Short-Term US Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 238 increasing their positions, 221 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
-16
Holders Change %
-2.68%
% of All Funds
8.45%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.61%
New
55
Increased
238
Reduced
221
Closed
62
Calls
$2.02M
Puts
$1.63M
Net Calls
+$389K
Net Calls Change
+$698K
Name Holding Trade Value Shares
Change
Shares
Change %
RSWA
201
Robinson Smith Wealth Advisors
Maine
$1.76M +$35.1K +1,458 +2%
BAM
202
Belpointe Asset Management
Nevada
$1.76M -$137K -5,712 -7%
SWM
203
SigFig Wealth Management
California
$1.75M +$146K +7,114 +9%
BOM
204
Bank of Marin
California
$1.71M +$79.1K +3,288 +5%
AWM
205
Avitas Wealth Management
California
$1.71M +$69.8K +2,902 +4%
PPW
206
Pasadena Private Wealth
California
$1.69M -$152K -6,332 -8%
KF
207
Krilogy Financial
Missouri
$1.68M -$84.7K -3,518 -5%
CAG
208
Csenge Advisory Group
Florida
$1.66M -$394K -16,380 -19%
SAM
209
SignalPoint Asset Management
Missouri
$1.63M +$70.9K +2,946 +5%
SEIA
210
Signature Estate & Investment Advisors
California
$1.6M +$1.6M +66,648 New
VA
211
Valmark Advisers
Ohio
$1.6M -$6.55K -272 -0.4%
Koshinski Asset Management
212
Koshinski Asset Management
Illinois
$1.58M -$756K -31,428 -32%
Baird Financial Group
213
Baird Financial Group
Wisconsin
$1.57M -$300K -12,478 -16%
FCH
214
Freestone Capital Holdings
Washington
$1.57M -$110K -4,564 -7%
PGAM
215
Princeton Global Asset Management
New Jersey
$1.56M -$1.59K -66 -0.1%
PRS
216
Pinkerton Retirement Specialists
Idaho
$1.56M +$83K +3,450 +6%
MAM
217
McLean Asset Management
Virginia
$1.55M -$206K -8,580 -12%
EWM
218
Evermay Wealth Management
Virginia
$1.55M -$35.1M -1,458,600 -96%
FVWA
219
Foster Victor Wealth Advisors
South Carolina
$1.54M -$148K -6,108 -9%
DB
220
Dravo Bay
Delaware
$1.52M +$216K +8,962 +17%
WANY
221
Wealthspire Advisors (New York)
New York
$1.52M
SFA
222
Sequoia Financial Advisors
Ohio
$1.5M +$11.1K +462 +0.7%
AHC
223
Anderson Hoagland & Co
Missouri
$1.49M +$5.15K +214 +0.3%
DBRC
224
D.B. Root & Company
Pennsylvania
$1.47M -$785K -32,620 -35%
SIA
225
Soltis Investment Advisors
Utah
$1.44M -$210K -8,714 -13%