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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 %
PAS
401
Park Avenue Securities
New York
$303K +$57.7K +2,394 +24%
RW
402
REDW Wealth
New Mexico
$302K -$138K -5,720 -31%
WCM
403
Wealthcare Capital Management
Virginia
$302K +$302K +12,500 New
SFM
404
Signet Financial Management
New Jersey
$299K +$868 +36 +0.3%
FAM
405
Frontier Asset Management
Wyoming
$299K -$10.1K -418 -3%
EWA
406
EverSource Wealth Advisors
Alabama
$298K +$190K +7,866 +175%
LA
407
Latitude Advisors
Florida
$294K +$2.12K +88 +0.7%
SW
408
SVB Wealth
Massachusetts
$293K -$130K -5,378 -31%
AMIM
409
Aull & Monroe Investment Management
Alabama
$284K
PFGIA
410
Patriot Financial Group Insurance Agency
Massachusetts
$280K -$43.5K -1,802 -13%
AWM
411
Avaii Wealth Management
Wisconsin
$276K +$276K +11,460 New
Betterment LLC
412
Betterment LLC
New York
$276K +$276K +11,442 New
EAM
413
Empirical Asset Management
Massachusetts
$276K -$1.21K -50 -0.4%
SFG
414
Sovereign Financial Group
Connecticut
$275K
SFP
415
Strategic Financial Partners
Oregon
$275K
ECM
416
Exchange Capital Management
Michigan
$275K
CIM
417
Contravisory Investment Management
Massachusetts
$275K
FM
418
Foster & Motley
Ohio
$274K +$10K +414 +4%
SA
419
SRH Advisors
Kansas
$273K
SWP
420
Stratos Wealth Partners
Ohio
$272K
WKSWA
421
White Knight Strategic Wealth Advisors
New Jersey
$268K -$30.5K -1,264 -10%
FA
422
Faithward Advisors
Pennsylvania
$268K -$54.1K -2,244 -17%
DAC
423
Dividend Assets Capital
South Carolina
$265K
AP
424
Appleton Partners
Massachusetts
$265K
AP
425
Adero Partners
California
$265K -$15.5K -642 -6%