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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 %
PWM
401
PBMares Wealth Management
Virginia
$267K -$50.9K -2,000 -16%
KPWS
402
Kestra Private Wealth Services
Texas
$267K +$23.1K +908 +9%
CFS
403
CRA Financial Services
New Jersey
$266K -$508 -20 -0.2%
EE
404
EWG Elevate
California
$262K +$153 +6 +0.1%
DWM
405
Darwin Wealth Management
Florida
$260K -$99.1K -3,928 -28%
CWM
406
Cedar Wealth Management
California
$258K +$92.7K +3,650 +56%
VPIM
407
Vanguard Personalized Indexing Management
California
$257K +$254 +10 +0.1%
BWL
408
Bogart Wealth LLC
Virginia
$256K +$69.9K +2,754 +38%
AIP
409
Almanack Investment Partners
Pennsylvania
$250K +$250K +9,816 New
SHWM
410
Silicon Hills Wealth Management
Texas
$249K -$42K -1,652 -14%
RP
411
Riverwater Partners
Wisconsin
$248K +$248K +9,772 New
RPWA
412
Regent Peak Wealth Advisors
Georgia
$247K -$40.8K -1,606 -14%
PL
413
Plancorp LLC
Missouri
$247K
NC
414
NovaPoint Capital
Georgia
$246K +$246K +9,668 New
AWM
415
Apollon Wealth Management
South Carolina
$245K +$245K +9,628 New
SC
416
Sierra Capital
Florida
$241K +$241K +9,488 New
IAA
417
Independent Advisor Alliance
North Carolina
$232K -$59.4K -2,334 -20%
CCM
418
Carlson Capital Management
Minnesota
$223K -$46.1K -1,814 -17%
BFG
419
Berger Financial Group
Minnesota
$223K +$223K +8,754 New
FNC
420
First National Corp
Massachusetts
$221K +$221K +8,710 New
GM
421
GeoWealth Management
Illinois
$219K -$71.4K -2,818 -25%
MFG
422
MidWestOne Financial Group
Iowa
$218K
MOS
423
MGO One Seven
Ohio
$216K +$216K +8,480 New
IF
424
Intrua Financial
Texas
$212K +$212K +8,334 New
CA
425
Cetera Advisors
Colorado
$211K -$7.62K -300 -3%