SCHO icon

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 %
SW
401
SVB Wealth
Massachusetts
$251K +$49 +2 +0%
OMC
402
Old Mission Capital
Illinois
$251K +$251K +10,198 New
VPIM
403
Vanguard Personalized Indexing Management
California
$249K +$393 +16 +0.2%
FM
404
Foster & Motley
Ohio
$249K +$249K +10,118 New
PL
405
Plancorp LLC
Missouri
$243K +$7.27K +296 +3%
MOS
406
MGO One Seven
Ohio
$242K -$28.3K -1,150 -10%
GRP
407
Global Retirement Partners
California
$241K +$7.23K +294 +3%
DSAM
408
Dock Street Asset Management
Florida
$239K -$1.48M -60,288 -86%
AIP
409
Almanack Investment Partners
Pennsylvania
$239K -$1.23K -50 -0.5%
GHA
410
GW Henssler & Associates
Georgia
$235K -$61.4K -2,500 -21%
VFIC
411
Valley Forge Investment Consultants
Pennsylvania
$230K +$230K +9,332 New
BAM
412
Belpointe Asset Management
Nevada
$229K +$105K +4,272 +84%
CSIC
413
Clifford Swan Investment Counsel
California
$229K +$229K +9,320 New
AOWM
414
Alpha Omega Wealth Management
Virginia
$227K +$227K +9,232 New
BCWM
415
Bartlett & Co Wealth Management
Ohio
$225K +$13.2K +536 +6%
BC
416
Bartlett & Co
Ohio
$225K +$13.2K +536 +6%
IAA
417
Independent Advisor Alliance
North Carolina
$224K
LSA
418
Lansing Street Advisors
Pennsylvania
$223K +$197 +8 +0.1%
CFS
419
CRA Financial Services
New Jersey
$222K -$25.3K -1,028 -10%
CFA
420
Cahill Financial Advisors
Minnesota
$220K -$8.69M -352,872 -98%
DP
421
DDD Partners
Washington
$216K -$9.39M -381,168 -98%
GM
422
GeoWealth Management
Illinois
$216K +$23.9K +978 +12%
CF
423
Centaurus Financial
California
$215K -$19.2K -780 -8%
BFG
424
Berger Financial Group
Minnesota
$215K
BAMG
425
Brand Asset Management Group
Missouri
$211K +$99 +4 +0%