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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.

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 %
HI
501
Hudock Inc
Pennsylvania
$6K +$6K +280 New
BWM
502
BerganKDV Wealth Management
Minnesota
$5K -$2.03K -90 -29%
CAM
503
Costello Asset Management
Pennsylvania
$5K
WB
504
Webster Bank
Connecticut
$5K
BCMLT
505
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K
ANBT
506
American National Bank & Trust
Texas
$4K
TFA
507
Transamerica Financial Advisors
Florida
$4K +$4K +156 New
Fidelity Investments
508
Fidelity Investments
Massachusetts
$3K -$3.87K -142 -56%
SPIA
509
Steward Partners Investment Advisory
New York
$3K
CWP
510
Concord Wealth Partners
Virginia
$3K
AAP
511
Arax Advisory Partners
Colorado
$3K
JFA
512
JNBA Financial Advisors
Minnesota
$2K
CWC
513
Carolinas Wealth Consulting
North Carolina
$2K
SWM
514
Spire Wealth Management
Virginia
$2K +$2K +70 New
MRCM
515
M&R Capital Management
New Jersey
$2K +$2K +86 New
IAIM
516
International Assets Investment Management
Florida
$1.77K +$1.77K +67,680 New
PWM
517
Provident Wealth Management
Tennessee
$1K
MWA
518
Moser Wealth Advisors
Washington
$1K
CWM
519
Curi Wealth Management
North Carolina
$1K +$56 +2 +6%
LPWM
520
Lake Point Wealth Management
Texas
$1K +$1K +40 New
AR
521
Apeiron RIA
Texas
$774 +$774 +3,148 New
Bank of Montreal
522
Bank of Montreal
Ontario, Canada
$10
WIM
523
Westside Investment Management
California
$7
5L
524
55I LLC
Massachusetts
-$59.4M -2,398,450 Closed
JWM
525
Jackson Wealth Management
Florida
-$20.7M -837,402 Closed