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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 %
SFM
376
Signet Financial Management
New Jersey
$304K +$197 +8 +0.1%
William Blair & Company
377
William Blair & Company
Illinois
$301K +$9.34K +380 +3%
CWA
378
Clarity Wealth Advisors
California
$300K +$300K +12,220 New
DWM
379
Darwin Wealth Management
Florida
$298K +$298K +12,128 New
AMIM
380
Aull & Monroe Investment Management
Alabama
$297K -$737 -30 -0.2%
LA
381
Latitude Advisors
Florida
$296K -$591K -24,030 -67%
ECM
382
Exchange Capital Management
Michigan
$295K -$16.2K -660 -5%
SFP
383
Strategic Financial Partners
Oregon
$295K -$6.69K -272 -2%
IWM
384
IHT Wealth Management
Illinois
$294K +$9.25K +376 +3%
KOC
385
Koss-Olinger Consulting
Florida
$292K -$5.31K -216 -2%
AP
386
Adero Partners
California
$287K +$3.93K +160 +1%
EAM
387
Empirical Asset Management
Massachusetts
$284K
CIM
388
Contravisory Investment Management
Massachusetts
$280K
PMG
389
ProVise Management Group
Florida
$279K -$14.4K -584 -5%
SA
390
SRH Advisors
Kansas
$278K
GAM
391
Gould Asset Management
California
$277K +$277K +11,252 New
ACM
392
Antonetti Capital Management
Florida
$275K
ACI
393
Alpha Cubed Investments
California
$274K +$274K +11,132 New
DAC
394
Dividend Assets Capital
South Carolina
$271K -$39.4K -1,600 -13%
AP
395
Appleton Partners
Massachusetts
$270K -$29.5K -1,200 -10%
EWA
396
EP Wealth Advisors
California
$267K -$428K -17,410 -62%
CIA
397
Capital Investment Advisors
Georgia
$265K +$55K +2,234 +26%
PWM
398
PBMares Wealth Management
Virginia
$258K
LFA
399
Lauterbach Financial Advisors
Texas
$257K +$257K +10,458 New
EE
400
EWG Elevate
California
$254K -$26.7K -1,086 -10%