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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 %
NRI
276
NFP Retirement Inc
California
$696K -$63K -2,560 -8%
MSFS
277
Main Street Financial Solutions
Pennsylvania
$694K +$935 +38 +0.1%
SBH
278
Segall Bryant & Hamill
Illinois
$688K +$49 +2 +0%
AHC
279
Anderson Hoagland & Co
Missouri
$672K
VNA
280
Valley National Advisers
Pennsylvania
$671K -$3.59M -146,362 -84%
CCM
281
Coldstream Capital Management
Washington
$670K +$670K +27,250 New
MBFW
282
Morton Brown Family Wealth
Pennsylvania
$661K +$83.3K +3,388 +14%
FAIM
283
Financial Advocates Investment Management
Washington
$647K -$540K -21,960 -46%
SIAG
284
Signet Investment Advisory Group
Rhode Island
$638K +$61.4K +2,500 +11%
LOPW
285
Live Oak Private Wealth
North Carolina
$628K +$628K +25,522 New
SWA
286
Sightline Wealth Advisors
Connecticut
$626K -$3.05K -124 -0.5%
DP
287
Denver PWM
Colorado
$626K +$626K +25,374 New
FF
288
Friedenthal Financial
New Jersey
$625K -$1.4M -56,788 -69%
SCM
289
Seascape Capital Management
New Hampshire
$619K -$208K -8,466 -25%
PWA
290
Providence Wealth Advisors
Illinois
$612K -$74.6K -3,030 -11%
VC
291
Veery Capital
Delaware
$611K -$7.28K -296 -1%
JFGLC
292
Johnson Financial Group LLC (Colorado)
Colorado
$605K +$391K +15,936 +183%
CAAS
293
Capital Asset Advisory Services
Michigan
$599K
UB
294
UMB Bank
Missouri
$598K +$18.2K +740 +3%
RIM
295
Rockbridge Investment Management
New York
$596K -$1.12M -45,486 -65%
LTL
296
Lowery Thomas LLC
California
$592K -$141K -5,714 -19%
RIA
297
Realta Investment Advisors
Delaware
$592K -$62.8K -2,548 -10%
MLA
298
My Legacy Advisors
Oregon
$580K -$410K -16,714 -41%
MI
299
Moneywise Inc
Virginia
$580K -$1.08K -44 -0.2%
DI
300
Diligent Investors
California
$562K -$54.8K -2,228 -9%