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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 %
BAM
301
Bayshore Asset Management
Florida
$695K +$11.9K +492 +2%
AWM
302
Accurate Wealth Management
Florida
$680K +$680K +28,070 New
IWM
303
IHT Wealth Management
Illinois
$672K +$257K +10,640 +62%
MSFS
304
Main Street Financial Solutions
Pennsylvania
$667K +$1.98K +82 +0.3%
SBH
305
Segall Bryant & Hamill
Illinois
$644K -$30.4K -1,262 -5%
CMBA
306
C.M. Bidwell & Associates
Hawaii
$644K -$451K -18,714 -41%
LAIC
307
Lederer & Associates Investment Counsel
California
$643K -$92K -3,814 -13%
PIMG
308
Patriot Investment Management Group
Tennessee
$640K -$168K -6,914 -21%
CA
309
Cetera Advisors
Colorado
$637K +$256K +10,600 +67%
VWA
310
Visionary Wealth Advisors
Illinois
$636K +$169K +7,000 +36%
KAS
311
Kestra Advisory Services
Texas
$636K +$114K +4,706 +22%
SIAG
312
Signet Investment Advisory Group
Rhode Island
$624K -$3.47K -144 -0.6%
GSWM
313
Greenup Street Wealth Management
Michigan
$622K +$622K +25,806 New
PCWA
314
Pacific Capital Wealth Advisors
California
$622K -$455K -18,862 -42%
PWM
315
Pacific Wealth Management
California
$617K +$617K +25,588 New
CAAS
316
Capital Asset Advisory Services
Michigan
$615K +$615K +25,504 New
Janney Montgomery Scott
317
Janney Montgomery Scott
Pennsylvania
$615K +$615K +25,498 New
Prudential Financial
318
Prudential Financial
New Jersey
$609K -$239K -9,906 -28%
TFA
319
Toth Financial Advisory
Virginia
$609K -$373K -15,480 -38%
LFS
320
Lutz Financial Services
Nebraska
$599K -$113K -4,700 -16%
VC
321
Veery Capital
Delaware
$589K -$675 -28 -0.1%
SCM
322
SCS Capital Management
Massachusetts
$585K +$585K +24,268 New
DWM
323
Destination Wealth Management
California
$575K +$575K +23,822 New
FAM
324
Family Asset Management
South Carolina
$570K +$570K +23,622 New
PWA
325
Providence Wealth Advisors
Illinois
$566K -$4.83K -200 -0.8%