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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 %
GFP
351
Guardian Financial Partners
California
$383K +$383K +15,046 New
AIA
352
Arcadia Investment Advisors
Idaho
$382K -$153 -6 -0%
CCG
353
Ceeto Capital Group
Florida
$381K
RG
354
Retirement Group
California
$376K -$41.6K -1,638 -10%
RI
355
Ridgewood Investments
New Jersey
$375K +$5.09K +200 +1%
TWP
356
Total Wealth Planning
Ohio
$373K -$6.62K -264 -2%
GHA
357
GW Henssler & Associates
Georgia
$372K +$372K +14,640 New
Northwestern Mutual Wealth Management
358
Northwestern Mutual Wealth Management
Wisconsin
$366K +$184K +7,220 +101%
LJAC
359
L.J. Altfest & Co
New York
$365K -$2.79K -110 -0.8%
SW
360
SteelPeak Wealth
California
$360K -$340K -13,376 -49%
CAG
361
Csenge Advisory Group
Florida
$360K +$20.8K +810 +6%
PFA
362
Paradigm Financial Advisors
Missouri
$357K
Prudential Financial
363
Prudential Financial
New Jersey
$352K -$37.8K -1,482 -10%
RA
364
RFG Advisory
Alabama
$352K +$352K +13,850 New
KWM
365
Kingsview Wealth Management
Oregon
$351K -$54.6K -2,150 -13%
BFG
366
Bouchey Financial Group
New York
$348K -$314K -12,364 -47%
Goldman Sachs
367
Goldman Sachs
New York
$337K +$14.3K +564 +4%
BCWM
368
Bartlett & Co Wealth Management
Ohio
$336K
SB
369
Strategic Blueprint
Georgia
$336K -$182K -7,152 -35%
BC
370
Bartlett & Co
Ohio
$336K
CIA
371
Choate Investment Advisors
Massachusetts
$336K +$335K +13,184 +26,368%
JWM
372
JFG Wealth Management
Colorado
$334K -$46.8K -1,844 -12%
SWP
373
Stratos Wealth Partners
Ohio
$333K
ADL
374
Asset Dedication LLC
California
$332K -$102 -4 -0%
GIA
375
Gladstone Institutional Advisory
Florida
$330K +$330K +12,990 New