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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 %
SWM
426
Selective Wealth Management
Virginia
$209K +$99.5K +4,054 +91%
SC
427
Sierra Capital
Florida
$206K -$27.1K -1,102 -12%
CBFP
428
Cedar Brook Financial Partners
Ohio
$204K -$2.04M -82,944 -91%
CF
429
Corrigan Financial
Rhode Island
$204K +$204K +8,290 New
PCM
430
Penserra Capital Management
California
$198K +$198K +8,060 New
APCM
431
Alaska Permanent Capital Management
Alaska
$194K
BWL
432
Bogart Wealth LLC
Virginia
$189K -$29.6K -1,204 -14%
LCM
433
Logan Capital Management
Pennsylvania
$188K -$28.9K -1,178 -13%
LB
434
Legacy Bridge
Iowa
$184K
WBC
435
West Branch Capital
Massachusetts
$175K +$246 +10 +0.1%
SSB
436
Sandy Spring Bank
Maryland
$163K -$210K -8,530 -56%
CHA
437
Carmichael Hill & Associates
Maryland
$161K -$22.6K -918 -12%
SBL
438
Sargent Bickham Lagudis
Colorado
$161K -$589 -24 -0.4%
CIA
439
Choate Investment Advisors
Massachusetts
$147K -$177K -7,206 -55%
US Bancorp
440
US Bancorp
Minnesota
$147K -$1.67K -68 -1%
RCC
441
Red Cedar Capital
Nebraska
$134K +$246 +10 +0.2%
ST
442
Smithfield Trust
Pennsylvania
$128K
OIA
443
Optimum Investment Advisors
Illinois
$122K
SC
444
Schubert & Co
Texas
$113K -$34.7K -1,418 -24%
Carson Wealth (CWM LLC)
445
Carson Wealth (CWM LLC)
Nebraska
$109K +$87.9K +3,570 +417%
AIM
446
Anchor Investment Management
South Carolina
$106K
BHWM
447
Beaird Harris Wealth Management
Texas
$98K -$832 -34 -0.8%
FDCDDQ
448
Federation des caisses Desjardins du Quebec
Quebec, Canada
$95.1K
HDIM
449
Hanson & Doremus Investment Management
Vermont
$93K
VCM
450
Versant Capital Management
Arizona
$93K +$2.45K +100 +3%