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Schwab Short-Term US Treasury ETF

563 hedge funds and large institutions have $7.7B invested in Schwab Short-Term US Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 195 increasing their positions, 211 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+36
Holders Change %
+6.83%
% of All Funds
9.08%
Holding in Top 10
72
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.16%
New
99
Increased
195
Reduced
211
Closed
59
Calls
$15.4M
Puts
$19K
Net Calls
+$15.4M
Net Calls Change
+$14.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PFG
276
PAX Financial Group
Texas
$927K +$62.2K +2,580 +7%
CA
277
Callahan Advisors
Texas
$924K +$65.1K +2,698 +8%
HSA
278
HBK Sorce Advisory
Pennsylvania
$920K +$472K +19,570 +105%
PWM
279
Perigon Wealth Management
California
$916K +$108K +4,484 +13%
FIC
280
Family Investment Center
Missouri
$907K +$907K +37,620 New
UWM
281
USAdvisors Wealth Management
Minnesota
$866K +$411K +17,050 +90%
VVP
282
Venture Visionary Partners
Ohio
$861K +$5.31K +220 +0.6%
CA
283
Cambridge Advisors
Nebraska
$853K
RWB
284
RMR Wealth Builders
New Jersey
$849K +$849K +35,204 New
WLIM
285
White Lighthouse Investment Management
Massachusetts
$842K +$842K +34,900 New
CGL
286
Clarius Group LLC
Washington
$823K +$42.5K +1,760 +5%
SG
287
Somerset Group
Minnesota
$798K +$4.82K +200 +0.6%
JWS
288
Juncture Wealth Strategies
Arizona
$775K -$198K -8,202 -20%
VA
289
Valmark Advisers
Ohio
$773K +$773K +32,052 New
LA
290
Lindenwold Advisors
Pennsylvania
$770K +$48.3K +2,004 +7%
1WM
291
1900 Wealth Management
Texas
$755K
TW
292
TrinityPoint Wealth
Connecticut
$748K -$289K -11,970 -28%
NCM
293
Nelson Capital Management
California
$747K -$2.89K -120 -0.4%
RWA
294
Roberts Wealth Advisors
California
$722K -$654K -27,088 -48%
TSS
295
Two Sigma Securities
New York
$719K -$466K -19,312 -39%
CCM
296
Crabel Capital Management
California
$717K +$717K +29,738 New
BCM
297
Brookstone Capital Management
Illinois
$707K -$802K -33,114 -53%
CIP
298
Capital Insight Partners
Arizona
$705K +$258K +10,690 +58%
SAM
299
Summit Asset Management
Tennessee
$701K -$318K -13,170 -31%
BDF
300
Black Diamond Financial
Maryland
$699K +$96 +4 +0%