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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 %
LSA
401
Lansing Street Advisors
Pennsylvania
$223K +$223K +9,040 New
BWL
402
Bogart Wealth LLC
Virginia
$220K -$29.5K -1,192 -12%
SB
403
Strategic Blueprint
Georgia
$219K -$109K -4,388 -33%
LCM
404
Logan Capital Management
Pennsylvania
$219K +$54.2K +2,184 +33%
CCM
405
Crabel Capital Management
California
$218K -$213K -8,616 -49%
BFG
406
Berger Financial Group
Minnesota
$217K
EVM
407
Eaton Vance Management
Massachusetts
$216K +$44.5K +1,800 +26%
JFGLC
408
Johnson Financial Group LLC (Colorado)
Colorado
$215K +$11.7K +474 +6%
BCWM
409
Bartlett & Co Wealth Management
Ohio
$213K -$114K -4,600 -35%
BC
410
Bartlett & Co
Ohio
$213K -$114K -4,600 -35%
GMA
411
Goldstein Munger & Associates
California
$213K +$213K +8,600 New
BAMG
412
Brand Asset Management Group
Missouri
$212K +$212K +8,564 New
CIA
413
Capital Investment Advisors
Georgia
$211K +$211K +8,526 New
KC
414
Kingfisher Capital
North Carolina
$210K -$5.95M -240,524 -97%
APCM
415
Alaska Permanent Capital Management
Alaska
$195K
GM
416
GeoWealth Management
Illinois
$194K -$19.7K -798 -9%
LB
417
Legacy Bridge
Iowa
$185K
CHA
418
Carmichael Hill & Associates
Maryland
$185K +$892 +36 +0.5%
Northwestern Mutual Wealth Management
419
Northwestern Mutual Wealth Management
Wisconsin
$183K -$174K -6,994 -49%
WBC
420
West Branch Capital
Massachusetts
$176K +$149 +6 +0.1%
SBL
421
Sargent Bickham Lagudis
Colorado
$163K -$929K -37,496 -85%
US Bancorp
422
US Bancorp
Minnesota
$151K -$24.4K -980 -14%
SC
423
Schubert & Co
Texas
$149K -$297 -12 -0.2%
RCC
424
Red Cedar Capital
Nebraska
$135K +$99 +4 +0.1%
ST
425
Smithfield Trust
Pennsylvania
$129K