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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 %
HCM
376
Hengehold Capital Management
Ohio
$394K +$145 +6 +0%
CFA
377
Cahill Financial Advisors
Minnesota
$393K -$11.1K -460 -3%
MWM
378
Meridian Wealth Management
Kentucky
$392K +$93.2K +3,862 +31%
LRPA
379
L. Roy Papp & Associates
Arizona
$381K
FW
380
FirstPurpose Wealth
Utah
$381K -$129K -5,354 -25%
JF
381
Joule Financial
Kentucky
$374K
AOWM
382
Alpha Omega Wealth Management
Virginia
$372K +$24.9K +1,032 +7%
HFS
383
Howard Financial Services
Texas
$366K -$60.5K -2,510 -14%
CCG
384
Ceeto Capital Group
Florida
$362K
BWM
385
BCS Wealth Management
Tennessee
$354K -$15.9K -658 -4%
SC
386
Savant Capital
Illinois
$353K -$19.3K -800 -5%
ECM
387
Evergreen Capital Management
Washington
$348K
SCM
388
Seascape Capital Management
New Hampshire
$347K -$4.3K -178 -1%
LJAC
389
L.J. Altfest & Co
New York
$346K -$172K -7,148 -33%
SPC
390
Sigma Planning Corp
Michigan
$345K +$19.2K +796 +6%
BFM
391
Boston Financial Management
Massachusetts
$338K
VFIC
392
Valley Forge Investment Consultants
Pennsylvania
$336K +$83.3K +3,454 +33%
KPWS
393
Kestra Private Wealth Services
Texas
$331K +$331K +13,734 New
RPA
394
Rock Point Advisors
Vermont
$330K
CFO
395
CVA Family Office
Colorado
$329K -$18.4K -762 -5%
FMC
396
First Merchants Corp
Indiana
$328K -$236K -9,772 -42%
CCM
397
Chilton Capital Management
Texas
$317K -$34.9K -1,448 -10%
TF
398
Trek Financial
Arizona
$313K +$313K +12,978 New
TFCP
399
Twin Focus Capital Partners
Massachusetts
$309K -$55.1K -2,286 -15%
RRC
400
Relaxing Retirement Coach
Massachusetts
$309K -$41.1K -1,704 -12%