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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 %
Citigroup
351
Citigroup
New York
$348K -$148K -5,974 -30%
ADL
352
Asset Dedication LLC
California
$348K +$25K +1,010 +8%
WKSWA
353
White Knight Strategic Wealth Advisors
New Jersey
$338K -$124K -4,982 -27%
CIA
354
Choate Investment Advisors
Massachusetts
$327K -$1.24K -50 -0.4%
CAG
355
Csenge Advisory Group
Florida
$326K -$21.5K -868 -6%
SWP
356
Stratos Wealth Partners
Ohio
$324K
CSPIA
357
Cary Street Partners Investment Advisory
Virginia
$321K +$321K +12,962 New
KWM
358
Kingsview Wealth Management
Oregon
$321K -$21.6K -870 -6%
WS
359
Wedbush Securities
California
$318K +$12.8K +516 +4%
ZIM
360
Zacks Investment Management
Illinois
$315K
ECM
361
Exchange Capital Management
Michigan
$314K -$1.34K -54 -0.4%
DAC
362
Dividend Assets Capital
South Carolina
$312K -$677K -27,322 -68%
RPA
363
Rock Point Advisors
Vermont
$312K +$1.24K +50 +0.4%
SFM
364
Signet Financial Management
New Jersey
$306K +$50 +2 +0%
SFP
365
Strategic Financial Partners
Oregon
$304K
ATPW
366
Ashton Thomas Private Wealth
Arizona
$303K +$303K +12,248 New
AP
367
Appleton Partners
Massachusetts
$302K
AMIM
368
Aull & Monroe Investment Management
Alabama
$300K -$1.73K -70 -0.6%
KOC
369
Koss-Olinger Consulting
Florida
$300K +$300K +12,096 New
GHA
370
GW Henssler & Associates
Georgia
$299K -$63.7K -2,570 -18%
PMG
371
ProVise Management Group
Florida
$295K -$335K -13,522 -53%
WI
372
WBI Investments
New Jersey
$295K +$22.8K +936 +8%
William Blair & Company
373
William Blair & Company
Illinois
$294K +$5K +202 +2%
AWM
374
AE Wealth Management
Kansas
$289K -$487K -19,670 -63%
VWA
375
Visionary Wealth Advisors
Illinois
$289K -$234K -9,450 -45%