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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 %
AAM
326
Austin Asset Management
Texas
$423K -$591K -23,840 -58%
RG
327
Retirement Group
California
$423K +$56.7K +2,290 +15%
MCC
328
Money Concepts Capital
Florida
$418K +$418K +16,856 New
CST
329
Charles Schwab Trust
Nevada
$416K +$106K +4,288 +34%
IWN
330
Independent Wealth Network
Iowa
$412K -$48K -1,938 -10%
HNW
331
High Note Wealth
Minnesota
$408K -$1.1M -44,452 -73%
AL
332
ACAS LLC
California
$406K -$7.78K -314 -2%
HCM
333
Hengehold Capital Management
Ohio
$404K +$3.86K +156 +1%
BWM
334
BCS Wealth Management
Tennessee
$401K -$37.7K -1,520 -9%
FWM
335
Finer Wealth Management
Massachusetts
$400K
Rockefeller Capital Management
336
Rockefeller Capital Management
New York
$396K -$85.1K -3,438 -18%
KFS
337
Kaizen Financial Strategies
California
$395K -$34.6K -1,396 -8%
GFP
338
Guardian Financial Partners
California
$392K +$25.7K +1,056 +7%
HWM
339
HB Wealth Management
Georgia
$391K -$503K -20,326 -56%
CWA
340
Cornerstone Wealth Advisors
Minnesota
$383K -$92.6K -3,738 -19%
WWM
341
Western Wealth Management
Colorado
$381K +$381K +15,380 New
CSIA
342
Charles Schwab Investment Advisory
California
$376K +$66.3K +2,674 +21%
SSB
343
Sandy Spring Bank
Maryland
$375K -$257K -10,388 -41%
CCG
344
Ceeto Capital Group
Florida
$372K
TWP
345
Total Wealth Planning
Ohio
$370K +$1.34K +54 +0.4%
CA
346
Callahan Advisors
Texas
$370K +$49.7K +2,008 +16%
CFO
347
CVA Family Office
Colorado
$368K -$103K -4,148 -22%
RI
348
Ridgewood Investments
New Jersey
$365K
EWA
349
ERTS Wealth Advisors
Michigan
$364K -$25.6M -1,035,194 -99%
LJAC
350
L.J. Altfest & Co
New York
$352K -$4.37K -176 -1%