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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 %
CA
376
Callahan Advisors
Texas
$329K -$22.1K -870 -6%
ZIM
377
Zacks Investment Management
Illinois
$324K
ECM
378
Exchange Capital Management
Michigan
$323K -$457 -18 -0.1%
CST
379
Charles Schwab Trust
Nevada
$318K -$81K -3,184 -20%
RPA
380
Rock Point Advisors
Vermont
$318K +$10.2K +400 +3%
CSIA
381
Charles Schwab Investment Advisory
California
$317K +$317K +12,480 New
NP
382
NorthRock Partners
Minnesota
$316K +$316K +12,432 New
SFM
383
Signet Financial Management
New Jersey
$314K +$153 +6 +0%
WS
384
Wedbush Securities
California
$314K +$28.5K +1,120 +10%
SFP
385
Strategic Financial Partners
Oregon
$312K
TSS
386
Two Sigma Securities
New York
$311K -$1.11M -43,520 -78%
AMIM
387
Aull & Monroe Investment Management
Alabama
$310K -$2.54K -100 -0.8%
ACM
388
Antonetti Capital Management
Florida
$309K -$166K -6,530 -35%
AP
389
Appleton Partners
Massachusetts
$309K
SFWA
390
Summit Financial Wealth Advisors
Louisiana
$306K +$1.02K +40 +0.3%
IWM
391
IHT Wealth Management
Illinois
$302K -$119K -4,674 -28%
William Blair & Company
392
William Blair & Company
Illinois
$297K +$297K +11,670 New
Wealth Enhancement Advisory Services
393
Wealth Enhancement Advisory Services
Minnesota
$294K +$63.2K +2,510 +27%
EAM
394
Empirical Asset Management
Massachusetts
$294K +$294K +11,544 New
AP
395
Adero Partners
California
$292K -$203 -8 -0.1%
CIM
396
Contravisory Investment Management
Massachusetts
$290K
SA
397
SRH Advisors
Kansas
$288K
TFCP
398
Twin Focus Capital Partners
Massachusetts
$283K
PA
399
Procyon Advisors
Connecticut
$280K -$331K -13,000 -54%
WI
400
WBI Investments
New Jersey
$279K +$1.15K +46 +0.4%