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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 %
NCM
251
Northwest Capital Management
Oregon
$921K -$147K -5,976 -14%
JWCA
252
J.W. Cole Advisors
Florida
$921K +$591 +24 +0.1%
KFS
253
Kaizen Financial Strategies
California
$904K +$512K +20,804 +131%
PFA
254
Pure Financial Advisors
California
$882K +$2.41K +98 +0.3%
VVP
255
Venture Visionary Partners
Ohio
$870K -$617K -25,088 -41%
CA
256
Cambridge Advisors
Nebraska
$870K -$394 -16 -0%
PIMG
257
Patriot Investment Management Group
Tennessee
$864K +$90.3K +3,676 +12%
BPA
258
Beacon Pointe Advisors
California
$851K -$126K -5,128 -13%
FOA
259
Five Oceans Advisors
California
$849K +$849K +34,510 New
Prudential Financial
260
Prudential Financial
New Jersey
$836K +$106K +4,338 +15%
UC
261
Unio Capital
New Jersey
$833K -$715K -29,062 -46%
LHWM
262
Lake Hills Wealth Management
Texas
$823K +$823K +33,462 New
SG
263
Somerset Group
Minnesota
$806K
HA
264
HC Advisors
Georgia
$795K -$321K -13,040 -29%
LFS
265
Lutz Financial Services
Nebraska
$791K +$121K +4,908 +18%
1WM
266
1900 Wealth Management
Texas
$789K -$316K -12,860 -29%
WANY
267
Wealthspire Advisors (New York)
New York
$772K +$772K +31,372 New
CIP
268
Capital Insight Partners
Arizona
$761K -$291K -11,824 -28%
WP
269
WealthShield Partners
North Carolina
$759K -$20.7K -842 -3%
LAIC
270
Lederer & Associates Investment Counsel
California
$759K +$55.3K +2,246 +8%
WWM
271
WT Wealth Management
Arizona
$753K +$15.1K +616 +2%
IWN
272
Independent Wealth Network
Iowa
$732K +$323K +13,120 +79%
BDF
273
Black Diamond Financial
Maryland
$718K -$8.91K -362 -1%
TCM
274
Tradewinds Capital Management
Washington
$713K -$65.9M -2,680,148 -99%
BAM
275
Bayshore Asset Management
Florida
$696K +$696K +28,310 New