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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 %
JFGLC
426
Johnson Financial Group LLC (Colorado)
Colorado
$209K +$209K +8,218 New
WHG
427
Westwood Holdings Group
Texas
$203K
HA
428
HC Advisors
Georgia
$203K
CP
429
Camelot Portfolios
Ohio
$203K +$203K +7,988 New
OPS
430
Orion Portfolio Solutions
Nebraska
$202K +$202K +7,948 New
APCM
431
Alaska Permanent Capital Management
Alaska
$200K
BAM
432
Belpointe Asset Management
Nevada
$195K +$38K +1,498 +24%
LB
433
Legacy Bridge
Iowa
$190K -$81.9K -3,216 -30%
CHA
434
Carmichael Hill & Associates
Maryland
$189K +$458 +18 +0.2%
BAM
435
Bellevue Asset Management
Washington
$184K
WBC
436
West Branch Capital
Massachusetts
$180K -$180K -7,072 -50%
US Bancorp
437
US Bancorp
Minnesota
$179K +$4.27K +168 +2%
EVM
438
Eaton Vance Management
Massachusetts
$176K +$41.1K +1,620 +30%
LCM
439
Logan Capital Management
Pennsylvania
$169K
LWM
440
Liberty Wealth Management
California
$165K -$185K -7,292 -53%
AP
441
Arlington Partners
Alabama
$156K +$156K +6,152 New
SC
442
Schubert & Co
Texas
$154K +$154K +6,042 New
RCC
443
Red Cedar Capital
Nebraska
$138K +$101 +4 +0.1%
MCA
444
Maryland Capital Advisors
Maryland
$138K +$138K +5,420 New
ST
445
Smithfield Trust
Pennsylvania
$132K
AIM
446
Anchor Investment Management
South Carolina
$110K -$50.9K -2,000 -32%
OIA
447
Optimum Investment Advisors
Illinois
$101K
BHWM
448
Beaird Harris Wealth Management
Texas
$100K +$100K +3,922 New
FDCDDQ
449
Federation des caisses Desjardins du Quebec
Quebec, Canada
$98.3K
HDIM
450
Hanson & Doremus Investment Management
Vermont
$96K