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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 %
GAM
301
Gemmer Asset Management
California
$560K -$55.7K -2,262 -9%
GLLW
302
Graves Light Lenhart Wealth
Virginia
$559K -$71.8K -2,918 -11%
RW
303
REDW Wealth
New Mexico
$552K -$193K -7,834 -26%
CAN
304
Cetera Advisor Networks
California
$543K -$57.9K -2,352 -10%
BWM
305
Blossom Wealth Management
California
$543K +$16.6K +674 +3%
MAM
306
Marquette Asset Management
Minnesota
$541K -$1.09M -44,418 -67%
EAM
307
Evanson Asset Management
California
$535K -$7.93K -322 -1%
FW
308
FirstPurpose Wealth
Utah
$530K -$170K -6,920 -24%
LJAC
309
L.J. Altfest & Co
New York
$528K +$179K +7,268 +51%
WA
310
Win Advisors
Florida
$515K -$203K -8,224 -28%
SWA
311
SFMG Wealth Advisors
Texas
$507K
NB
312
Nicolet Bankshares
Wisconsin
$495K -$8.61K -350 -2%
BPWM
313
Badgley Phelps Wealth Managers
Washington
$489K +$489K +19,890 New
JCM
314
Jacobsen Capital Management
Utah
$488K -$99.1K -4,026 -17%
LRPA
315
L. Roy Papp & Associates
Arizona
$487K
FWM
316
Focused Wealth Management
New York
$487K
Rockefeller Capital Management
317
Rockefeller Capital Management
New York
$480K +$87K +3,540 +22%
UCMOK
318
United Capital Management of KS
Kansas
$473K +$147 +6 +0%
WAM
319
Weatherly Asset Management
California
$468K
UWM
320
USAdvisors Wealth Management
Minnesota
$466K -$3.15K -128 -0.7%
HSA
321
HBK Sorce Advisory
Pennsylvania
$463K -$1.83M -74,242 -80%
DWM
322
Destination Wealth Management
California
$453K +$453K +18,430 New
S
323
Surevest
California
$450K -$24.8K -1,008 -5%
HFS
324
Howard Financial Services
Texas
$449K -$87.6K -3,558 -16%
GFP
325
Guardian Financial Partners
California
$449K +$53.1K +2,158 +13%