SCHO icon

Schwab Short-Term US Treasury ETF

526 hedge funds and large institutions have $6.46B invested in Schwab Short-Term US Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 168 increasing their positions, 219 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
526
Holders Change
+30
Holders Change %
+6.05%
% of All Funds
8.89%
Holding in Top 10
70
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+37.25%
% of All Funds
1.18%
New
80
Increased
168
Reduced
219
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TSS
226
Two Sigma Securities
New York
$1.12M +$1.12M +45,670 New
OIA
227
OneDigital Investment Advisors
Kansas
$1.12M -$207K -8,418 -16%
RF
228
RHS Financial
California
$1.12M +$169K +6,882 +18%
IAS
229
IMA Advisory Services
Colorado
$1.12M -$4.13K -168 -0.4%
AFP
230
Ausdal Financial Partners
Iowa
$1.11M +$280K +11,368 +34%
CCFCSB
231
Cape Cod Five Cents Savings Bank
Massachusetts
$1.1M +$1.1M +44,720 New
CCA
232
Cobblestone Capital Advisors
New York
$1.09M -$21.9K -890 -2%
DG
233
DMC Group
Alabama
$1.09M +$413K +16,768 +61%
SPA
234
Sentinel Pension Advisors
Massachusetts
$1.09M -$7.23K -294 -0.7%
PAM
235
Peak Asset Management
Colorado
$1.07M -$401K -16,288 -27%
MA
236
MUFG Americas
New York
$1.07M -$14.8K -600 -1%
IFA
237
Index Fund Advisors
California
$1.05M
TW
238
TrinityPoint Wealth
Connecticut
$1.04M -$155K -6,296 -13%
WSTAM
239
Wilbanks Smith & Thomas Asset Management
Virginia
$1.04M +$325K +13,234 +46%
TFA
240
Toth Financial Advisory
Virginia
$1.03M -$45.2K -1,838 -4%
PCIA
241
Prime Capital Investment Advisors
Kansas
$1.02M -$234K -9,496 -19%
AWMG
242
Alliance Wealth Management Group
New Jersey
$1.02M -$67K -2,724 -6%
TCM
243
Towercrest Capital Management
Pennsylvania
$1.02M -$67K -2,724 -6%
JWM
244
Janiczek Wealth Management
Colorado
$993K -$18.8K -762 -2%
CT
245
Cambridge Trust
Massachusetts
$988K -$2.17M -88,074 -69%
PWM
246
Perigon Wealth Management
California
$981K +$181K +7,344 +23%
IFS
247
Ifrah Financial Services
Arkansas
$973K +$35.5K +1,444 +4%
GCA
248
Genesee Capital Advisors
New York
$950K -$10.6K -430 -1%
AAS
249
Ameritas Advisory Services
Nebraska
$926K +$926K +37,648 New
SWM
250
SeaCrest Wealth Management
New York
$924K -$48.6K -1,976 -5%