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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 %
JWCA
251
J.W. Cole Advisors
Florida
$927K +$500K +20,184 +117%
RWM
252
Reston Wealth Management
Virginia
$906K -$61.5K -2,480 -6%
LA
253
Latitude Advisors
Florida
$894K +$298K +12,040 +50%
PFA
254
Pure Financial Advisors
California
$886K +$27.8K +1,122 +3%
CA
255
Cambridge Advisors
Nebraska
$876K
SCM
256
Seascape Capital Management
New Hampshire
$833K -$39.3K -1,588 -5%
AFP
257
Ausdal Financial Partners
Iowa
$833K +$66.5K +2,686 +9%
SG
258
Somerset Group
Minnesota
$812K -$6.69K -270 -0.8%
PWM
259
Perigon Wealth Management
California
$806K -$19.8K -800 -2%
Citadel Advisors
260
Citadel Advisors
Florida
$793K -$18.8M -759,002 -96%
WP
261
WealthShield Partners
North Carolina
$785K +$785K +31,698 New
PIMG
262
Patriot Investment Management Group
Tennessee
$779K -$37.4K -1,512 -5%
NRI
263
NFP Retirement Inc
California
$764K -$12.4K -502 -2%
RW
264
REDW Wealth
New Mexico
$750K +$45.5K +1,836 +6%
RPG
265
Resource Planning Group
Georgia
$743K -$146K -5,888 -16%
WWM
266
WT Wealth Management
Arizona
$743K +$21.8K +882 +3%
CPFP
267
Clear Perspectives Financial Planning
Ohio
$740K -$752K -30,346 -50%
LTL
268
Lowery Thomas LLC
California
$737K -$82.6K -3,336 -10%
Prudential Financial
269
Prudential Financial
New Jersey
$736K +$395K +15,934 +116%
BDF
270
Black Diamond Financial
Maryland
$732K -$50.1K -2,022 -6%
WA
271
Win Advisors
Florida
$722K +$144K +5,802 +25%
WSTAM
272
Wilbanks Smith & Thomas Asset Management
Virginia
$712K +$4.33K +176 +0.6%
LAIC
273
Lederer & Associates Investment Counsel
California
$709K +$50 +2 +0%
FW
274
FirstPurpose Wealth
Utah
$705K +$250K +10,102 +55%
EWA
275
EP Wealth Advisors
California
$700K +$700K +28,278 New