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Schwab Short-Term US Treasury ETF

496 hedge funds and large institutions have $5.61B invested in Schwab Short-Term US Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 183 increasing their positions, 200 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
-25
Holders Change %
-4.8%
% of All Funds
7.85%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
0.81%
New
47
Increased
183
Reduced
200
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MA
226
MCF Advisors
Kentucky
$1.14M +$1.14M +45,932 New
IAS
227
IMA Advisory Services
Colorado
$1.13M +$70.9K +2,864 +7%
HA
228
HC Advisors
Georgia
$1.12M +$926K +37,362 +467%
Cerity Partners
229
Cerity Partners
New York
$1.12M -$396K -15,994 -26%
CCA
230
Cobblestone Capital Advisors
New York
$1.12M +$14.2K +574 +1%
1WM
231
1900 Wealth Management
Texas
$1.11M -$1.5M -60,388 -57%
KM
232
Kalos Management
Georgia
$1.11M +$1.11M +44,758 New
SPA
233
Sentinel Pension Advisors
Massachusetts
$1.1M -$68.3K -2,758 -6%
PFGIA
234
Patriot Financial Group Insurance Agency
Massachusetts
$1.1M +$25.3K +1,020 +2%
AWMG
235
Alliance Wealth Management Group
New Jersey
$1.09M +$42.2K +1,704 +4%
TCM
236
Towercrest Capital Management
Pennsylvania
$1.09M +$42.2K +1,704 +4%
MA
237
MUFG Americas
New York
$1.09M +$13K +526 +1%
TFA
238
Toth Financial Advisory
Virginia
$1.08M -$600K -24,220 -36%
NCM
239
Northwest Capital Management
Oregon
$1.08M -$125K -5,034 -10%
CIP
240
Capital Insight Partners
Arizona
$1.06M -$159K -6,420 -13%
IFA
241
Index Fund Advisors
California
$1.06M -$109K -4,406 -9%
AWS
242
Atria Wealth Solutions
New York
$1.04M +$1.04M +42,076 New
JWM
243
Janiczek Wealth Management
Colorado
$1.02M -$4.91K -198 -0.5%
MLA
244
My Legacy Advisors
Oregon
$999K +$999K +40,334 New
BPA
245
Beacon Pointe Advisors
California
$983K +$983K +39,664 New
SWM
246
SeaCrest Wealth Management
New York
$979K -$68.9K -2,784 -7%
FMC
247
First Merchants Corp
Indiana
$971K -$30K -1,210 -3%
GCA
248
Genesee Capital Advisors
New York
$967K +$59.7K +2,412 +7%
RF
249
RHS Financial
California
$960K +$176K +7,098 +22%
IFS
250
Ifrah Financial Services
Arkansas
$945K -$33.9K -1,368 -3%