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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 %
LFS
301
Lutz Financial Services
Nebraska
$645K -$5.7K -224 -0.9%
HCM
302
Hilton Capital Management
New York
$638K +$184K +7,238 +41%
CAN
303
Cetera Advisor Networks
California
$633K -$190K -7,490 -23%
VC
304
Veery Capital
Delaware
$616K +$60.8K +2,392 +11%
LA
305
Latitude Advisors
Florida
$611K +$610 +24 +0.1%
EVC
306
Eidelman Virant Capital
Missouri
$606K
WA
307
Win Advisors
Florida
$593K +$593K +23,326 New
DI
308
Diligent Investors
California
$584K +$42K +1,652 +8%
RRC
309
Relaxing Retirement Coach
Massachusetts
$580K -$597K -23,480 -51%
UWM
310
USAdvisors Wealth Management
Minnesota
$576K -$113K -4,442 -16%
HI
311
Hendershot Investments
Virginia
$549K +$475K +18,660 +639%
Bank of New York Mellon
312
Bank of New York Mellon
New York
$545K -$113K -4,438 -17%
MWM
313
MBE Wealth Management
Wisconsin
$541K -$5.59K -220 -1%
VWA
314
Visionary Wealth Advisors
Illinois
$537K +$537K +21,132 New
LFA
315
Landmark Financial Advisors
Kentucky
$529K -$242K -9,528 -31%
SWA
316
SFMG Wealth Advisors
Texas
$524K -$549K -21,592 -51%
IA
317
IFP Advisors
Florida
$521K +$76.9K +3,012 +17%
TCM
318
Triumph Capital Management
Colorado
$518K -$24.7K -970 -5%
SIAG
319
Signet Investment Advisory Group
Rhode Island
$512K -$10.2K -400 -2%
NA
320
NewEdge Advisors
Louisiana
$510K +$510K +20,034 New
Citigroup
321
Citigroup
New York
$509K -$210K -8,254 -29%
BWM
322
Blossom Wealth Management
California
$507K -$158K -6,222 -24%
FWM
323
Focused Wealth Management
New York
$504K
CCM
324
Chilton Capital Management
Texas
$498K +$28.5K +1,120 +6%
Rockefeller Capital Management
325
Rockefeller Capital Management
New York
$494K -$72.1K -2,838 -13%