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Schwab Short-Term US Treasury ETF

521 hedge funds and large institutions have $6.5B invested in Schwab Short-Term US Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 160 increasing their positions, 202 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+37
Holders Change %
+7.64%
% of All Funds
8.05%
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.86%
New
91
Increased
160
Reduced
202
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
501
Guardian Wealth Management
Illinois
$9K +$9K +342 New
CA
502
Clearstead Advisors
Ohio
$9K +$9K +348 New
MAM
503
Meeder Asset Management
Ohio
$8K -$53.7K -2,002 -87%
BWM
504
BerganKDV Wealth Management
Minnesota
$8K
AF
505
Allworth Financial
California
$6K -$15.5K -600 -72%
WB
506
Webster Bank
Connecticut
$6K
JFA
507
JNBA Financial Advisors
Minnesota
$5K
CAM
508
Costello Asset Management
Pennsylvania
$5K
WT
509
Whittier Trust
California
$5K
AAP
510
Arax Advisory Partners
Colorado
$4K
TFO
511
Tarbox Family Office
California
$4K +$4K +154 New
CA
512
CoreCap Advisors
Michigan
$4K +$4K +154 New
ANBT
513
American National Bank & Trust
Texas
$4K +$4K +160 New
CWP
514
Concord Wealth Partners
Virginia
$3K
SPIA
515
Steward Partners Investment Advisory
New York
$3K
HNWA
516
Henrickson Nauta Wealth Advisors
Michigan
$3K +$3K +104 New
CWC
517
Carolinas Wealth Consulting
North Carolina
$2K -$50 -2 -2%
MWA
518
Moser Wealth Advisors
Washington
$2K
TCWM
519
Total Clarity Wealth Management
Illinois
$2K
UC
520
Unio Capital
New Jersey
$1.67K -$35 -1,374 -2%
WIM
521
Westside Investment Management
California
$7
BDWCC
522
B&D White Capital Company
Texas
-$5.24M -204,686 Closed
NFG
523
Northeast Financial Group
Pennsylvania
-$4.26M -166,390 Closed
STA
524
Summit Trail Advisors
New York
-$1.5M -58,592 Closed
WIC
525
Whitegate Investment Counselors
New Hampshire
-$1.33M -52,128 Closed