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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 %
FTS
326
Fifth Third Securities
Ohio
$566K -$674K -27,960 -54%
MBFW
327
Morton Brown Family Wealth
Pennsylvania
$553K -$18.9K -784 -3%
FF
328
Friedenthal Financial
New Jersey
$551K -$40K -1,656 -7%
RIM
329
Rockbridge Investment Management
New York
$546K -$4.2K -174 -0.8%
BWM
330
Blossom Wealth Management
California
$545K +$38.1K +1,580 +8%
Rockefeller Capital Management
331
Rockefeller Capital Management
New York
$543K +$52.9K +2,196 +11%
William Blair & Company
332
William Blair & Company
Illinois
$543K +$105K +4,346 +24%
BBNA
333
Bremer Bank National Association
Minnesota
$540K +$540K +22,406 New
RIA
334
Realta Investment Advisors
Delaware
$539K -$11.9K -492 -2%
WP
335
WealthSource Partners
California
$537K -$112K -4,658 -17%
MAM
336
Marquette Asset Management
Minnesota
$531K
AWM
337
AE Wealth Management
Kansas
$521K +$156K +6,474 +43%
LOPW
338
Live Oak Private Wealth
North Carolina
$519K -$28.5K -1,180 -5%
DI
339
Diligent Investors
California
$516K -$5.21K -216 -1%
HCP
340
Hexagon Capital Partners
Arkansas
$515K +$337K +13,958 +189%
SWA
341
Sightline Wealth Advisors
Connecticut
$515K +$965 +40 +0.2%
UB
342
UMB Bank
Missouri
$511K -$17.5K -726 -3%
WMWM
343
Whitaker-Myers Wealth Managers
Ohio
$511K +$511K +21,182 New
AF
344
Advisornet Financial
Minnesota
$509K -$257K -10,668 -34%
FAIM
345
Financial Advocates Investment Management
Washington
$503K -$83.6K -3,466 -14%
NCM
346
Northwest Capital Management
Oregon
$499K -$294K -12,190 -37%
AWS
347
Atria Wealth Solutions
New York
$495K -$1.41M -58,502 -74%
HA
348
HC Advisors
Georgia
$478K +$179K +7,430 +60%
FWM
349
Focused Wealth Management
New York
$478K
SPA
350
Sentinel Pension Advisors
Massachusetts
$475K -$301K -12,490 -39%