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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 %
NA
351
NewEdge Advisors
Louisiana
$366K +$366K +14,886 New
CFO
352
CVA Family Office
Colorado
$364K -$984 -40 -0.3%
RFN
353
RDA Financial Network
Iowa
$359K -$308K -12,546 -46%
AL
354
ACAS LLC
California
$359K -$45.4K -1,838 -11%
FCH
355
Freestone Capital Holdings
Washington
$359K +$359K +14,594 New
ECM
356
Evergreen Capital Management
Washington
$355K -$779K -31,674 -69%
AIM
357
AMI Investment Management
Indiana
$354K -$87.8K -3,570 -20%
Citigroup
358
Citigroup
New York
$354K +$8.95K +364 +3%
Northwestern Mutual Wealth Management
359
Northwestern Mutual Wealth Management
Wisconsin
$350K +$169K +6,858 +93%
KWM
360
Kingsview Wealth Management
Oregon
$348K +$29.6K +1,204 +9%
TWP
361
Total Wealth Planning
Ohio
$344K -$23.3K -946 -6%
CYG
362
Clean Yield Group
Vermont
$344K +$344K +14,000 New
RI
363
Ridgewood Investments
New Jersey
$330K -$33.2K -1,350 -9%
TCWM
364
Total Clarity Wealth Management
Illinois
$330K +$330K +13,408 New
RPG
365
Resource Planning Group
Georgia
$325K -$412K -16,752 -56%
SWP
366
Stratos Wealth Partners
Ohio
$322K -$591 -24 -0.2%
WS
367
Wedbush Securities
California
$321K +$5.21K +212 +2%
WKSWA
368
White Knight Strategic Wealth Advisors
New Jersey
$318K -$17.7K -718 -5%
SFG
369
Sovereign Financial Group
Connecticut
$315K -$342K -13,914 -52%
SWM
370
Shelton Wealth Management
Texas
$314K -$6.3M -256,008 -95%
JWM
371
JFG Wealth Management
Colorado
$313K +$90.2K +3,674 +41%
KWM
372
KerberRose Wealth Management
Wisconsin
$313K +$313K +12,728 New
PCS
373
Personal CFO Solutions
New Jersey
$311K +$311K +12,634 New
FWM
374
Finer Wealth Management
Massachusetts
$310K -$86.4K -3,516 -22%
RPA
375
Rock Point Advisors
Vermont
$307K -$1.97K -80 -0.6%