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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 %
CCM
351
Chilton Capital Management
Texas
$352K -$43.9K -1,818 -11%
SCM
352
Seascape Capital Management
New Hampshire
$351K -$256K -10,604 -42%
RRC
353
Relaxing Retirement Coach
Massachusetts
$350K -$75.2K -3,116 -18%
WWM
354
Western Wealth Management
Colorado
$348K -$13.4K -556 -4%
CFO
355
CVA Family Office
Colorado
$348K -$9.37K -388 -3%
ECM
356
Evergreen Capital Management
Washington
$348K
AOWM
357
Alpha Omega Wealth Management
Virginia
$347K +$124K +5,150 +56%
NA
358
NewEdge Advisors
Louisiana
$345K -$14.3K -592 -4%
KWM
359
Kingsview Wealth Management
Oregon
$339K -$2.95K -122 -0.9%
BFM
360
Boston Financial Management
Massachusetts
$338K -$768K -31,836 -69%
RWM
361
Reston Wealth Management
Virginia
$333K -$90.2K -3,742 -21%
RI
362
Ridgewood Investments
New Jersey
$333K +$9.65K +400 +3%
SL
363
SWMG LLC
Texas
$331K +$331K +13,708 New
RPA
364
Rock Point Advisors
Vermont
$330K +$28.9K +1,200 +10%
SPC
365
Sigma Planning Corp
Michigan
$326K +$326K +13,514 New
PFGIA
366
Patriot Financial Group Insurance Agency
Massachusetts
$323K -$1.05M -43,440 -76%
FA
367
Faithward Advisors
Pennsylvania
$322K -$14.4M -597,098 -98%
DWM
368
Darwin Wealth Management
Florida
$317K +$25.3K +1,054 +9%
ZIM
369
Zacks Investment Management
Illinois
$312K +$312K +12,940 New
FAM
370
Frontier Asset Management
Wyoming
$309K -$73.6K -3,052 -19%
PCS
371
Personal CFO Solutions
New Jersey
$305K
WS
372
Wedbush Securities
California
$300K -$15.1K -626 -5%
HA
373
HC Advisors
Georgia
$299K -$481K -19,930 -62%
WKSWA
374
White Knight Strategic Wealth Advisors
New Jersey
$299K -$12.9K -536 -4%
SFM
375
Signet Financial Management
New Jersey
$299K +$387 +16 +0.1%