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Schwab Short-Term US Treasury ETF

527 hedge funds and large institutions have $7.07B invested in Schwab Short-Term US Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 177 increasing their positions, 232 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
9.11%
Holding in Top 10
72
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.86%
% of All Funds
1.25%
New
59
Increased
177
Reduced
232
Closed
51
Calls
$455K
Puts
Net Calls
+$455K
Net Calls Change
+$455K
Name Holding Trade Value Shares
Change
Shares
Change %
PFG
251
PAX Financial Group
Texas
$865K +$865K +35,856 New
CA
252
Callahan Advisors
Texas
$859K +$447K +18,544 +109%
VVP
253
Venture Visionary Partners
Ohio
$855K +$1.69K +70 +0.2%
CA
254
Cambridge Advisors
Nebraska
$853K
Prudential Financial
255
Prudential Financial
New Jersey
$850K +$27K +1,116 +3%
WANY
256
Wealthspire Advisors (New York)
New York
$847K +$90.1K +3,734 +12%
NRI
257
NFP Retirement Inc
California
$836K +$153K +6,360 +22%
PWM
258
Perigon Wealth Management
California
$808K -$155K -6,410 -16%
PIMG
259
Patriot Investment Management Group
Tennessee
$802K -$45.5K -1,886 -5%
NCM
260
Northwest Capital Management
Oregon
$793K -$110K -4,570 -12%
SG
261
Somerset Group
Minnesota
$793K +$2.36K +98 +0.3%
ABC
262
Associated Banc-Corp
Wisconsin
$788K +$788K +32,660 New
CGL
263
Clarius Group LLC
Washington
$781K -$812K -33,634 -51%
SPA
264
Sentinel Pension Advisors
Massachusetts
$776K -$288K -11,946 -27%
AF
265
Advisornet Financial
Minnesota
$766K -$946K -39,246 -55%
1WM
266
1900 Wealth Management
Texas
$755K -$19.3K -800 -2%
NCM
267
Nelson Capital Management
California
$750K -$1.02M -42,244 -58%
WP
268
WealthShield Partners
North Carolina
$736K -$8.15K -338 -1%
LAIC
269
Lederer & Associates Investment Counsel
California
$735K -$9.26K -384 -1%
LA
270
Lindenwold Advisors
Pennsylvania
$721K +$721K +29,900 New
LFS
271
Lutz Financial Services
Nebraska
$712K -$64K -2,652 -8%
BDF
272
Black Diamond Financial
Maryland
$699K -$4.82K -200 -0.7%
IWN
273
Independent Wealth Network
Iowa
$697K -$21.1K -872 -3%
BAM
274
Bayshore Asset Management
Florida
$683K
WPA
275
West Paces Advisors
Georgia
$678K +$678K +28,090 New