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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 %
CWA
326
Cornerstone Wealth Advisors
Minnesota
$488K +$488K +19,194 New
NB
327
Nicolet Bankshares
Wisconsin
$485K +$17.3K +680 +4%
BCM
328
Blume Capital Management
California
$484K -$137K -5,408 -22%
LRPA
329
L. Roy Papp & Associates
Arizona
$483K -$20.3K -800 -4%
WAM
330
Weatherly Asset Management
California
$483K
CFO
331
CVA Family Office
Colorado
$483K +$40K +1,572 +9%
Janney Montgomery Scott
332
Janney Montgomery Scott
Pennsylvania
$481K +$67.5K +2,652 +16%
TIM
333
Tortoise Investment Management
New York
$476K +$1.93K +76 +0.4%
WKSWA
334
White Knight Strategic Wealth Advisors
New Jersey
$473K +$473K +18,614 New
IWN
335
Independent Wealth Network
Iowa
$472K +$254 +10 +0.1%
BJL
336
Brighton Jones LLC
Washington
$470K -$50.9K -2,002 -10%
BFPW
337
BOK Financial Private Wealth
Colorado
$470K
FW
338
FirstPurpose Wealth
Utah
$467K +$467K +18,370 New
FC
339
Financial Consulate
Maryland
$453K +$457 +18 +0.1%
BWM
340
BCS Wealth Management
Tennessee
$450K +$139K +5,480 +45%
CCM
341
Crabel Capital Management
California
$443K -$150K -5,890 -25%
KFS
342
Kaizen Financial Strategies
California
$441K -$101K -3,956 -19%
JWCA
343
J.W. Cole Advisors
Florida
$438K +$438K +17,222 New
SW
344
SVB Wealth
Massachusetts
$428K -$33.6K -1,322 -7%
AL
345
ACAS LLC
California
$424K -$37.7K -1,484 -8%
Susquehanna International Group
346
Susquehanna International Group
Pennsylvania
$424K +$424K +16,684 New
MSWMA
347
Market Street Wealth Management Advisors
Indiana
$420K
HCM
348
Hengehold Capital Management
Ohio
$411K +$51 +2 +0%
FWM
349
Finer Wealth Management
Massachusetts
$410K +$410K +16,130 New
ALWM
350
Andrews Lucia Wealth Management
California
$387K +$387K +15,230 New