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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 %
EAM
301
Evanson Asset Management
California
$546K -$680K -27,472 -55%
RRC
302
Relaxing Retirement Coach
Massachusetts
$544K -$21.5K -868 -4%
HFS
303
Howard Financial Services
Texas
$540K -$201K -8,104 -27%
HI
304
Hendershot Investments
Virginia
$538K +$3.52K +142 +0.7%
BWM
305
Blossom Wealth Management
California
$531K +$36.4K +1,470 +7%
SWA
306
SFMG Wealth Advisors
Texas
$510K -$50 -2 -0%
NB
307
Nicolet Bankshares
Wisconsin
$507K +$34.9K +1,408 +7%
ACM
308
Armbruster Capital Management
New York
$495K -$6.15M -248,192 -93%
FWM
309
Focused Wealth Management
New York
$491K
LRPA
310
L. Roy Papp & Associates
Arizona
$491K +$19.8K +800 +4%
Janney Montgomery Scott
311
Janney Montgomery Scott
Pennsylvania
$491K +$22.6K +910 +5%
CCM
312
Chilton Capital Management
Texas
$480K -$4.95K -200 -1%
S
313
Surevest
California
$479K -$2.09M -84,136 -81%
CAG
314
Curtis Advisory Group
California
$479K +$479K +19,354 New
UCMOK
315
United Capital Management of KS
Kansas
$477K -$155K -6,242 -24%
UWM
316
USAdvisors Wealth Management
Minnesota
$473K -$88.1K -3,556 -16%
MWM
317
MBE Wealth Management
Wisconsin
$472K -$55.1K -2,226 -10%
WAM
318
Weatherly Asset Management
California
$471K
BJL
319
Brighton Jones LLC
Washington
$458K -$99 -4 -0%
BFPW
320
BOK Financial Private Wealth
Colorado
$458K
SWM
321
Silverlake Wealth Management
Vermont
$454K +$454K +18,320 New
AIM
322
AMI Investment Management
Indiana
$445K -$235K -9,466 -35%
LNC
323
Lincoln National Corp
Pennsylvania
$442K -$242K -9,758 -35%
FC
324
Financial Consulate
Maryland
$442K +$297 +12 +0.1%
LFA
325
Landmark Financial Advisors
Kentucky
$425K -$87.5K -3,550 -17%