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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 %
GIA
451
GHP Investment Advisors
Colorado
$80K +$9.59K +388 +14%
FPS
452
Fieldpoint Private Securities
Connecticut
$80K +$80K +3,240 New
HI
453
Hendershot Investments
Virginia
$76K -$458K -18,630 -86%
TFP
454
Tilia Fiduciary Partners
North Carolina
$75K -$1.57K -64 -2%
FFA
455
Founders Financial Alliance
North Carolina
$75K +$49 +2 +0.1%
WAM
456
Worth Asset Management
Texas
$70K
PTC
457
Private Trust Company
Ohio
$68K +$68K +2,760 New
NG
458
NWK Group
California
$67K -$2.46K -100 -4%
BAM
459
Baldrige Asset Management
Pennsylvania
$62K
FRA
460
Front Row Advisors
California
$56K
HWMA
461
Heritage Wealth Management (Arizona)
Arizona
$50.1K -$7.38K -300 -13%
HNB
462
Huntington National Bank
Ohio
$49K -$67K
CCP
463
Clarkston Capital Partners
Michigan
$47K -$2.41K -98 -5%
BAM
464
Bellevue Asset Management
Washington
$46K
CPA
465
Cardiff Park Advisors
California
$42K -$590K -23,866 -93%
PA
466
Parallel Advisors
California
$42K -$9.36K -382 -18%
LWANC
467
Laurel Wealth Advisors (North Carolina)
North Carolina
$39K
FGAM
468
Financial Gravity Asset Management
Texas
$37.7K -$770 -34 -2%
AWM
469
AllSquare Wealth Management
New York
$37K
PB
470
Pinnacle Bancorp
Nebraska
$36K
SL
471
Savior LLC
Massachusetts
$32K
CI
472
Cordant Inc
Oregon
$30K -$1.13M -45,460 -97%
LFG
473
Larson Financial Group
Missouri
$30K +$49 +2 +0.2%
CTC
474
Central Trust Company
Missouri
$26K -$1.69M -68,150 -98%
EWM
475
Evermay Wealth Management
Virginia
$25K -$16.8K -670 -40%