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Schwab Short-Term US Treasury ETF

563 hedge funds and large institutions have $7.7B invested in Schwab Short-Term US Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 195 increasing their positions, 211 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+36
Holders Change %
+6.83%
% of All Funds
9.08%
Holding in Top 10
72
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.16%
New
99
Increased
195
Reduced
211
Closed
59
Calls
$15.4M
Puts
$19K
Net Calls
+$15.4M
Net Calls Change
+$14.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Fifth Third Bancorp
476
Fifth Third Bancorp
Ohio
$108K +$91.6K +3,798 +555%
AIM
477
Anchor Investment Management
South Carolina
$104K
BHWM
478
Beaird Harris Wealth Management
Texas
$99.9K +$289 +12 +0.3%
BAM
479
Belpointe Asset Management
Nevada
$98.3K -$197K -8,150 -67%
HWMA
480
Heritage Wealth Management (Arizona)
Arizona
$98.2K +$49.1K +2,036 +100%
FDCDDQ
481
Federation des caisses Desjardins du Quebec
Quebec, Canada
$93.2K
Bessemer Group
482
Bessemer Group
New Jersey
$93K +$86.8K +3,604 +1,397%
TWA
483
TCI Wealth Advisors
Arizona
$86.8K +$72.4K +3,000 +500%
FFA
484
Founders Financial Alliance
North Carolina
$73.6K +$289 +12 +0.4%
MM
485
Main Management
California
$73K
TRCT
486
Tower Research Capital (TRC)
New York
$71K +$66.3K +2,754 +1,405%
GIA
487
GHP Investment Advisors
Colorado
$68.7K
ZIG
488
Zullo Investment Group
Pennsylvania
$65.3K +$65.3K +2,706 New
Carson Wealth (CWM LLC)
489
Carson Wealth (CWM LLC)
Nebraska
$61K -$77.4K -3,230 -56%
BAM
490
Baldrige Asset Management
Pennsylvania
$60K
SC
491
Schubert & Co
Texas
$59.9K -$41.5K -1,720 -41%
FRA
492
Front Row Advisors
California
$55K
ASN
493
Advisory Services Network
Georgia
$54K +$54K +2,240 New
SCA
494
Stonebridge Capital Advisors
Minnesota
$52.3K +$37.9K +1,572 +264%
CCP
495
Clarkston Capital Partners
Michigan
$48.5K +$2.46K +102 +5%
EWM
496
Evermay Wealth Management
Virginia
$48.2K +$24.1K +1,000 +100%
CPA
497
Cardiff Park Advisors
California
$41.4K +$338 +14 +0.8%
HI
498
Hendershot Investments
Virginia
$40.8K -$33.8K -1,402 -45%
PAI
499
Pittenger & Anderson Inc
Nebraska
$39.8K +$39.8K +1,650 New
GJIA
500
Glass Jacobson Investment Advisors
Maryland
$38.7K +$38.7K +1,604 New