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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 %
JCM
326
Jacobsen Capital Management
Utah
$437K -$40.8K -1,694 -9%
FC
327
Financial Consulate
Maryland
$433K +$1.5K +62 +0.3%
BJL
328
Brighton Jones LLC
Washington
$431K +$14.9K +618 +4%
HFS
329
Howard Financial Services
Texas
$427K -$13.6K -564 -3%
SW
330
SVB Wealth
Massachusetts
$423K +$177K +7,354 +72%
MWM
331
MBE Wealth Management
Wisconsin
$420K -$5.35K -222 -1%
IWM
332
IHT Wealth Management
Illinois
$415K +$127K +5,250 +44%
AAM
333
Austin Asset Management
Texas
$412K -$9.42K -390 -2%
LFA
334
Landmark Financial Advisors
Kentucky
$407K -$7.52K -312 -2%
CFA
335
Cahill Financial Advisors
Minnesota
$404K +$188K +7,800 +87%
HNW
336
High Note Wealth
Minnesota
$398K
HCM
337
Hengehold Capital Management
Ohio
$394K +$48 +2 +0%
CFD
338
Creative Financial Designs
Indiana
$394K +$16.2K +670 +4%
TCM
339
Tradewinds Capital Management
Washington
$383K -$316K -13,102 -45%
LRPA
340
L. Roy Papp & Associates
Arizona
$382K -$96.6K -4,000 -20%
CA
341
Cetera Advisors
Colorado
$382K
JF
342
Joule Financial
Kentucky
$374K +$374K +15,500 New
SC
343
Savant Capital
Illinois
$373K +$1.26K +52 +0.3%
BWM
344
BCS Wealth Management
Tennessee
$370K -$13.1K -544 -3%
AHC
345
Anderson Hoagland & Co
Missouri
$368K -$291K -12,078 -44%
AWM
346
AE Wealth Management
Kansas
$365K -$39.2K -1,628 -10%
TFCP
347
Twin Focus Capital Partners
Massachusetts
$364K +$364K +15,082 New
CCG
348
Ceeto Capital Group
Florida
$362K
S
349
Surevest
California
$360K -$82.4K -3,410 -19%
ATPW
350
Ashton Thomas Private Wealth
Arizona
$358K -$72.1K -2,990 -17%