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Schwab Short-Term US Treasury ETF

496 hedge funds and large institutions have $5.61B invested in Schwab Short-Term US Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 183 increasing their positions, 200 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
-25
Holders Change %
-4.8%
% of All Funds
7.85%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
0.81%
New
47
Increased
183
Reduced
200
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IRC
451
Investors Research Corp
Georgia
$41K
EWM
452
Evermay Wealth Management
Virginia
$41K
LWANC
453
Laurel Wealth Advisors (North Carolina)
North Carolina
$39K
SIC
454
SJS Investment Consulting
Ohio
$39K +$29K +1,180 +291%
AWM
455
AllSquare Wealth Management
New York
$37K
BFEC
456
Benjamin F. Edwards & Company
Missouri
$37K +$13.3K +536 +56%
PB
457
Pinnacle Bancorp
Nebraska
$36K
SL
458
Savior LLC
Massachusetts
$32K
LFG
459
Larson Financial Group
Missouri
$30K +$49 +2 +0.2%
S
460
SignatureFD
Georgia
$30K +$30K +1,192 New
NIC
461
Northwest Investment Counselors
Oregon
$23K -$7.52K -300 -25%
PFBT
462
Parkside Financial Bank & Trust
Missouri
$23K
Carson Wealth (CWM LLC)
463
Carson Wealth (CWM LLC)
Nebraska
$21K
GWM
464
Geneos Wealth Management
Colorado
$21K +$21K +882 New
BWM
465
Baystate Wealth Management
Massachusetts
$20K +$7.63K +302 +62%
DI
466
Disciplined Investments
Oklahoma
$17K
QCG
467
Quadrant Capital Group
Ohio
$16K
TWA
468
TCI Wealth Advisors
Arizona
$15K
SCA
469
Stonebridge Capital Advisors
Minnesota
$15K +$15K +596 New
ACA
470
Aptus Capital Advisors
Alabama
$13K +$200 +8 +2%
BlackRock
471
BlackRock
New York
$13K +$1.86K +74 +17%
CCM
472
Cribstone Capital Management
Maine
$11K
FCA
473
FinTrust Capital Advisors
South Carolina
$10K
CA
474
Clearstead Advisors
Ohio
$10K +$1.08K +42 +12%
Bank of Montreal
475
Bank of Montreal
Ontario, Canada
$10K +$10K +400 New