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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 %
IWM
376
IHT Wealth Management
Illinois
$287K -$7.09K -286 -2%
EAM
377
Empirical Asset Management
Massachusetts
$286K
AP
378
Adero Partners
California
$286K +$844 +34 +0.3%
EE
379
EWG Elevate
California
$283K +$27.4K +1,106 +11%
CIM
380
Contravisory Investment Management
Massachusetts
$282K
SA
381
SRH Advisors
Kansas
$280K
ACM
382
Antonetti Capital Management
Florida
$277K -$24.8K -1,000 -8%
MOS
383
MGO One Seven
Ohio
$272K +$61.9K +2,498 +29%
PWM
384
PBMares Wealth Management
Virginia
$260K
SW
385
SVB Wealth
Massachusetts
$252K -$164K -6,632 -39%
VPIM
386
Vanguard Personalized Indexing Management
California
$251K +$198 +8 +0.1%
CFS
387
CRA Financial Services
New Jersey
$249K -$9.9K -400 -4%
SHWM
388
Silicon Hills Wealth Management
Texas
$243K
AIP
389
Almanack Investment Partners
Pennsylvania
$242K -$841 -34 -0.3%
RPWA
390
Regent Peak Wealth Advisors
Georgia
$241K
ACG
391
Allen Capital Group
Nebraska
$240K -$4.45M -179,212 -95%
PL
392
Plancorp LLC
Missouri
$238K -$2.97K -120 -1%
CF
393
Centaurus Financial
California
$235K -$1.34M -54,142 -85%
SC
394
Sierra Capital
Florida
$235K
GRP
395
Global Retirement Partners
California
$235K +$235K +9,500 New
CB
396
Commerce Bank
Missouri
$232K -$476K -19,232 -67%
GIA
397
Gladstone Institutional Advisory
Florida
$231K -$91.4K -3,684 -28%
IAA
398
Independent Advisor Alliance
North Carolina
$226K
Betterment LLC
399
Betterment LLC
New York
$226K +$226K +9,116 New
JWM
400
JFG Wealth Management
Colorado
$225K -$101K -4,080 -31%