SCHO icon

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 %
MSFS
276
Main Street Financial Solutions
Pennsylvania
$698K -$49.3K -1,988 -7%
SBH
277
Segall Bryant & Hamill
Illinois
$693K +$693K +27,982 New
PWA
278
Providence Wealth Advisors
Illinois
$689K +$14K +566 +2%
AHC
279
Anderson Hoagland & Co
Missouri
$677K +$36.5K +1,476 +6%
DG
280
DMC Group
Alabama
$676K -$242K -9,820 -26%
LFS
281
Lutz Financial Services
Nebraska
$675K +$46.8K +1,888 +7%
RFN
282
RDA Financial Network
Iowa
$672K +$672K +27,146 New
SFG
283
Sovereign Financial Group
Connecticut
$662K -$1.19M -48,078 -64%
RIA
284
Realta Investment Advisors
Delaware
$658K -$40.5K -1,636 -6%
GLLW
285
Graves Light Lenhart Wealth
Virginia
$635K -$3.42K -138 -0.5%
SWA
286
Sightline Wealth Advisors
Connecticut
$633K
CPA
287
Cardiff Park Advisors
California
$633K +$297 +12 +0%
AWS
288
AJ Wealth Strategies
New York
$629K
VC
289
Veery Capital
Delaware
$623K +$22.8K +920 +4%
HCM
290
Hilton Capital Management
New York
$622K
DI
291
Diligent Investors
California
$621K +$52.1K +2,104 +9%
GAM
292
Gemmer Asset Management
California
$619K -$85.1K -3,440 -12%
CAN
293
Cetera Advisor Networks
California
$605K -$12.1K -490 -2%
CAAS
294
Capital Asset Advisory Services
Michigan
$603K +$561K +22,660 +1,341%
JCM
295
Jacobsen Capital Management
Utah
$591K -$113K -4,576 -16%
MI
296
Moneywise Inc
Virginia
$585K -$62.9K -2,540 -10%
UB
297
UMB Bank
Missouri
$584K -$122K -4,926 -17%
MBFW
298
Morton Brown Family Wealth
Pennsylvania
$582K -$285K -11,506 -33%
SIAG
299
Signet Investment Advisory Group
Rhode Island
$581K +$82.7K +3,338 +17%
FNC
300
First National Corp
Massachusetts
$568K +$352K +14,206 +163%