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Schwab Short-Term US Treasury ETF

527 hedge funds and large institutions have $7.07B invested in Schwab Short-Term US Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 177 increasing their positions, 232 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
9.11%
Holding in Top 10
72
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.86%
% of All Funds
1.25%
New
59
Increased
177
Reduced
232
Closed
51
Calls
$455K
Puts
Net Calls
+$455K
Net Calls Change
+$455K
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
426
Gladstone Institutional Advisory
Florida
$207K +$207K +8,572 New
ML
427
McAdam LLC
Pennsylvania
$207K +$207K +8,578 New
HCM
428
Hilton Capital Management
New York
$206K -$224K -9,310 -52%
WFA
429
Websterrogers Financial Advisors
South Carolina
$203K -$957K -39,740 -83%
SWM
430
Selective Wealth Management
Virginia
$197K -$8.95K -370 -4%
APCM
431
Alaska Permanent Capital Management
Alaska
$190K
LCM
432
Logan Capital Management
Pennsylvania
$185K
LB
433
Legacy Bridge
Iowa
$180K
ADL
434
Asset Dedication LLC
California
$178K +$178K +7,390 New
HCP
435
Hexagon Capital Partners
Arkansas
$178K +$178K +7,392 New
CHA
436
Carmichael Hill & Associates
Maryland
$174K +$15.8K +656 +10%
WBC
437
West Branch Capital
Massachusetts
$172K +$627 +26 +0.4%
LSA
438
Lansing Street Advisors
Pennsylvania
$166K -$51.8K -2,152 -24%
BWL
439
Bogart Wealth LLC
Virginia
$156K -$28.9K -1,202 -16%
SSB
440
Sandy Spring Bank
Maryland
$146K -$13.6K -566 -9%
Carson Wealth (CWM LLC)
441
Carson Wealth (CWM LLC)
Nebraska
$139K +$32.5K +1,348 +30%
RCC
442
Red Cedar Capital
Nebraska
$132K +$434 +18 +0.3%
VCM
443
Versant Capital Management
Arizona
$131K +$39.8K +1,654 +44%
CA
444
Crewe Advisors
Utah
$127K +$127K +5,270 New
EWA
445
EverSource Wealth Advisors
Alabama
$108K +$108K +4,484 New
AIM
446
Anchor Investment Management
South Carolina
$104K
SC
447
Schubert & Co
Texas
$101K -$9.8K -408 -9%
BHWM
448
Beaird Harris Wealth Management
Texas
$100K +$3K +124 +3%
OIA
449
Optimum Investment Advisors
Illinois
$96K -$24.1K -1,000 -20%
FDCDDQ
450
Federation des caisses Desjardins du Quebec
Quebec, Canada
$93.3K