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Schwab Short-Term US Treasury ETF

527 hedge funds and large institutions have $7.07B invested in Schwab Short-Term US Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 177 increasing their positions, 232 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
9.11%
Holding in Top 10
72
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.86%
% of All Funds
1.25%
New
59
Increased
177
Reduced
232
Closed
51
Calls
$455K
Puts
Net Calls
+$455K
Net Calls Change
+$455K
Name Holding Trade Value Shares
Change
Shares
Change %
PAM
301
Peak Asset Management
Colorado
$514K -$535K -22,162 -51%
SWA
302
Sightline Wealth Advisors
Connecticut
$514K -$100K -4,154 -16%
UCMOK
303
United Capital Management of KS
Kansas
$514K +$49.6K +2,058 +11%
FW
304
FirstPurpose Wealth
Utah
$510K -$9.74K -404 -2%
BWM
305
Blossom Wealth Management
California
$507K -$26.1K -1,082 -5%
Millennium Management
306
Millennium Management
New York
$504K +$504K +20,868 New
GAM
307
Gemmer Asset Management
California
$502K -$46.6K -1,934 -9%
LA
308
LexAurum Advisors
Kansas
$497K +$497K +20,614 New
Rockefeller Capital Management
309
Rockefeller Capital Management
New York
$490K +$19.2K +796 +4%
HF
310
HRT Financial
New York
$484K -$3.39M -140,648 -88%
FWM
311
Focused Wealth Management
New York
$478K
BPWM
312
Badgley Phelps Wealth Managers
Washington
$472K -$7.47K -310 -2%
VWA
313
Visionary Wealth Advisors
Illinois
$467K +$84.6K +3,508 +22%
GFP
314
Guardian Financial Partners
California
$465K +$24K +994 +5%
WA
315
Win Advisors
Florida
$459K -$45.4K -1,882 -9%
WAM
316
Weatherly Asset Management
California
$459K
UWM
317
USAdvisors Wealth Management
Minnesota
$455K -$2.75K -114 -0.6%
SWA
318
SFMG Wealth Advisors
Texas
$451K -$45.1K -1,874 -9%
CIP
319
Capital Insight Partners
Arizona
$448K -$299K -12,372 -40%
HSA
320
HBK Sorce Advisory
Pennsylvania
$448K -$5.89K -244 -1%
US Bancorp
321
US Bancorp
Minnesota
$446K +$301K +12,488 +208%
GCA
322
Gradient Capital Advisors
California
$445K +$445K +18,430 New
RW
323
REDW Wealth
New Mexico
$440K -$101K -4,184 -19%
MI
324
Moneywise Inc
Virginia
$438K -$131K -5,432 -23%
William Blair & Company
325
William Blair & Company
Illinois
$438K +$142K +5,896 +48%