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Schwab Short-Term US Treasury ETF

521 hedge funds and large institutions have $6.5B invested in Schwab Short-Term US Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 160 increasing their positions, 202 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+37
Holders Change %
+7.64%
% of All Funds
8.05%
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.86%
New
91
Increased
160
Reduced
202
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IFS
251
Ifrah Financial Services
Arkansas
$1M +$18.1K +714 +2%
RWM
252
Reston Wealth Management
Virginia
$992K +$301K +11,832 +43%
JCIA
253
Jackson Creek Investment Advisors
Colorado
$971K -$486K -19,122 -33%
CAL
254
Capital Analysts LLC
Pennsylvania
$968K -$7.12K -280 -0.7%
DG
255
DMC Group
Alabama
$941K +$941K +37,286 New
GCA
256
Genesee Capital Advisors
New York
$931K -$181K -7,132 -16%
HWM
257
HB Wealth Management
Georgia
$919K +$919K +36,128 New
RPG
258
Resource Planning Group
Georgia
$912K -$3K -118 -0.3%
CA
259
Cambridge Advisors
Nebraska
$899K +$13.7K +540 +2%
SCM
260
Seascape Capital Management
New Hampshire
$895K -$38.1K -1,498 -4%
MBFW
261
Morton Brown Family Wealth
Pennsylvania
$890K +$890K +35,000 New
PFA
262
Pure Financial Advisors
California
$881K +$23.9K +940 +3%
CWM
263
Cabot Wealth Management
Massachusetts
$879K +$59.9K +2,358 +7%
PWM
264
Perigon Wealth Management
California
$848K -$497K -19,546 -37%
LTL
265
Lowery Thomas LLC
California
$842K +$842K +33,104 New
SG
266
Somerset Group
Minnesota
$840K +$7.22K +284 +0.9%
PIMG
267
Patriot Investment Management Group
Tennessee
$838K +$28.5K +1,122 +4%
NFG
268
Next Financial Group
Texas
$809K +$361K +14,214 +81%
RF
269
RHS Financial
California
$805K -$81.6K -3,208 -9%
BDF
270
Black Diamond Financial
Maryland
$803K +$261K +10,246 +48%
AWM
271
AE Wealth Management
Kansas
$797K -$573K -22,534 -42%
NRI
272
NFP Retirement Inc
California
$797K +$151K +5,948 +23%
AFP
273
Ausdal Financial Partners
Iowa
$787K +$68.6K +2,698 +10%
MSFS
274
Main Street Financial Solutions
Pennsylvania
$767K -$13.5K -530 -2%
AWS
275
Arkfeld Wealth Strategies
Nebraska
$763K -$264K -10,404 -26%