SCHO icon

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 %
HFS
276
Howard Financial Services
Texas
$760K -$11.6K -458 -2%
AWA
277
Amplius Wealth Advisors
Pennsylvania
$750K +$750K +29,528 New
WWM
278
WT Wealth Management
Arizona
$741K -$330K -12,970 -31%
WSTAM
279
Wilbanks Smith & Thomas Asset Management
Virginia
$731K +$8.03K +316 +1%
LAIC
280
Lederer & Associates Investment Counsel
California
$727K +$79.6K +3,132 +12%
CB
281
Commerce Bank
Missouri
$727K +$727K +28,612 New
UB
282
UMB Bank
Missouri
$725K +$14.8K +580 +2%
JCM
283
Jacobsen Capital Management
Utah
$723K +$4.17K +164 +0.6%
GAM
284
Gemmer Asset Management
California
$723K +$36.6K +1,442 +5%
RW
285
REDW Wealth
New Mexico
$723K +$40K +1,574 +6%
RIA
286
Realta Investment Advisors
Delaware
$717K -$111K -4,350 -13%
LNC
287
Lincoln National Corp
Pennsylvania
$701K -$17.8K -698 -2%
AIM
288
AMI Investment Management
Indiana
$697K -$169K -6,648 -20%
PWA
289
Providence Wealth Advisors
Illinois
$693K +$85.6K +3,376 +14%
FWM
290
Frontier Wealth Management
Missouri
$683K -$20.5K -808 -3%
MI
291
Moneywise Inc
Virginia
$665K -$47.8K -1,878 -7%
AHC
292
Anderson Hoagland & Co
Missouri
$655K -$353K -13,962 -35%
GLLW
293
Graves Light Lenhart Wealth
Virginia
$655K
BCM
294
Brookstone Capital Management
Illinois
$651K -$137K -5,402 -17%
CPA
295
Cardiff Park Advisors
California
$650K +$650K +25,552 New
SSB
296
Sandy Spring Bank
Maryland
$649K -$98.3K -3,870 -13%
SWA
297
Sightline Wealth Advisors
Connecticut
$649K +$51 +2 +0%
UCMOK
298
United Capital Management of KS
Kansas
$648K -$84.8K -3,336 -12%
PMG
299
ProVise Management Group
Florida
$647K -$172K -6,760 -21%
AWS
300
AJ Wealth Strategies
New York
$646K