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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 %
CWM
526
Cabot Wealth Management
Massachusetts
-$7.72M -311,640 Closed
TDWM
527
Topel & Distasi Wealth Management
California
-$6.97M -281,328 Closed
RA
528
RFG Advisory
Alabama
-$6.52M -263,178 Closed
PGWM
529
Parisi Gray Wealth Management
New Jersey
-$4.46M -180,222 Closed
LF
530
LifeSteps Financial
California
-$4.26M -171,910 Closed
LCC
531
Lincoln Capital Corp
Rhode Island
-$4.15M -167,608 Closed
WMR
532
Wealth Management Resources
Rhode Island
-$4M -161,624 Closed
AHSSHC
533
Adventist Health System Sunbelt Healthcare Corp
Florida
-$2.13M -85,800 Closed
FANJ
534
Financial Architects (New Jersey)
New Jersey
-$1.88M -76,042 Closed
CA
535
Calton & Associates
Florida
-$1.45M -58,424 Closed
RWA
536
Redhawk Wealth Advisors
Minnesota
-$1.16M -46,752 Closed
Cerity Partners
537
Cerity Partners
New York
-$1.12M -45,264 Closed
CPFP
538
Clear Perspectives Financial Planning
Ohio
-$740K -29,856 Closed
AWS
539
AJ Wealth Strategies
New York
-$629K -25,404 Closed
FNC
540
First National Corp
Massachusetts
-$568K -22,916 Closed
ACM
541
Armbruster Capital Management
New York
-$495K -19,974 Closed
CAG
542
Curtis Advisory Group
California
-$479K -19,354 Closed
BFPW
543
BOK Financial Private Wealth
Colorado
-$458K -18,492 Closed
LNC
544
Lincoln National Corp
Pennsylvania
-$442K -17,806 Closed
MCC
545
Money Concepts Capital
Florida
-$418K -16,856 Closed
CST
546
Charles Schwab Trust
Nevada
-$416K -16,790 Closed
HWM
547
HB Wealth Management
Georgia
-$391K -15,802 Closed
CSIA
548
Charles Schwab Investment Advisory
California
-$376K -15,154 Closed
ADL
549
Asset Dedication LLC
California
-$348K -14,064 Closed
ZIM
550
Zacks Investment Management
Illinois
-$315K -12,728 Closed