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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 %
GFP
351
Guardian Financial Partners
California
$467K +$2.17K +90 +0.5%
AT
352
American Trust
Kentucky
$464K +$464K +19,220 New
WAM
353
Weatherly Asset Management
California
$459K
CCM
354
Coldstream Capital Management
Washington
$457K +$457K +18,938 New
ZIM
355
Zacks Investment Management
Illinois
$454K +$142K +5,878 +45%
IWN
356
Independent Wealth Network
Iowa
$454K -$243K -10,058 -35%
LA
357
LexAurum Advisors
Kansas
$448K -$49K -2,032 -10%
JCM
358
Jacobsen Capital Management
Utah
$437K -$628 -26 -0.1%
FC
359
Financial Consulate
Maryland
$436K +$3.14K +130 +0.7%
SBL
360
Sargent Bickham Lagudis
Colorado
$434K -$1.13M -46,644 -72%
BJL
361
Brighton Jones LLC
Washington
$429K -$2.12K -88 -0.5%
SWA
362
SFMG Wealth Advisors
Texas
$429K -$23.2K -960 -5%
MA
363
Modus Advisors
Minnesota
$426K -$4.64M -192,252 -92%
DE
364
Day & Ennis
Georgia
$422K +$422K +17,502 New
ATPW
365
Ashton Thomas Private Wealth
Arizona
$421K +$62.5K +2,592 +17%
MWM
366
MBE Wealth Management
Wisconsin
$420K
MCC
367
Money Concepts Capital
Florida
$416K +$415K +17,190 +29,638%
KWM
368
Kingsview Wealth Management
Oregon
$415K +$76.7K +3,178 +23%
AAM
369
Austin Asset Management
Texas
$412K
WA
370
Win Advisors
Florida
$410K -$48.5K -2,012 -11%
NA
371
NewEdge Advisors
Louisiana
$409K +$83.2K +3,654 +26%
RI
372
Ridgewood Investments
New Jersey
$403K +$69.9K +2,900 +21%
PCA
373
Pallas Capital Advisors
Massachusetts
$398K +$398K +16,382 New
LFA
374
Landmark Financial Advisors
Kentucky
$397K -$10.8K -446 -3%
HNW
375
High Note Wealth
Minnesota
$395K -$2.8K -116 -0.7%