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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 %
FC
326
Financial Consulate
Maryland
$440K +$739 +30 +0.2%
HCM
327
Hilton Capital Management
New York
$439K -$178K -7,238 -29%
ATPW
328
Ashton Thomas Private Wealth
Arizona
$439K +$137K +5,586 +46%
MWM
329
MBE Wealth Management
Wisconsin
$434K -$34.9K -1,420 -7%
RRC
330
Relaxing Retirement Coach
Massachusetts
$433K -$107K -4,346 -20%
RWM
331
Reston Wealth Management
Virginia
$432K -$467K -18,996 -52%
AAM
332
Austin Asset Management
Texas
$429K +$9.59K +390 +2%
SWM
333
Silverlake Wealth Management
Vermont
$429K -$21.7K -882 -5%
BJL
334
Brighton Jones LLC
Washington
$424K -$30.7K -1,250 -7%
LFA
335
Landmark Financial Advisors
Kentucky
$423K -$1.33K -54 -0.3%
CA
336
Callahan Advisors
Texas
$420K +$52.2K +2,120 +14%
Janney Montgomery Scott
337
Janney Montgomery Scott
Pennsylvania
$419K -$66.7K -2,722 -14%
AWM
338
AE Wealth Management
Kansas
$412K +$125K +5,096 +44%
HNW
339
High Note Wealth
Minnesota
$405K
CCM
340
Chilton Capital Management
Texas
$404K -$73.3K -2,978 -15%
HCM
341
Hengehold Capital Management
Ohio
$401K
BWM
342
BCS Wealth Management
Tennessee
$391K -$6.79K -276 -2%
FAM
343
Frontier Asset Management
Wyoming
$390K -$4.09M -166,148 -91%
VWA
344
Visionary Wealth Advisors
Illinois
$390K +$103K +4,166 +36%
CA
345
Cetera Advisors
Colorado
$389K +$389K +15,816 New
CFD
346
Creative Financial Designs
Indiana
$385K -$3.63M -147,610 -90%
ALWM
347
Andrews Lucia Wealth Management
California
$381K -$964K -38,954 -72%
SC
348
Savant Capital
Illinois
$379K +$379K +15,398 New
CCG
349
Ceeto Capital Group
Florida
$369K
WWM
350
Western Wealth Management
Colorado
$367K -$9.7K -396 -3%