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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.

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 %
Bank of Montreal
526
Bank of Montreal
Ontario, Canada
$14.7K +$2.08K +86 +17%
IGWM
527
ICA Group Wealth Management
Colorado
$14.1K +$14.1K +584 New
DI
528
Disciplined Investments
Oklahoma
$14K -$1.21K -50 -8%
BTI
529
Blue Trust Inc
Georgia
$13K +$4.51K +184 +53%
HNB
530
Huntington National Bank
Ohio
$12.4K
SWM
531
Spire Wealth Management
Virginia
$10K +$10K +430 New
GEA
532
Glen Eagle Advisors
New Jersey
$9.65K
SIC
533
Salem Investment Counselors
North Carolina
$9.65K +$9.65K +400 New
MRCM
534
M&R Capital Management
New Jersey
$8.63K
GWM
535
Guardian Wealth Management
Illinois
$8.34K -$21.8K -904 -72%
MWM
536
Mascoma Wealth Management
New Hampshire
$7.82K +$7.82K +324 New
QCG
537
Quadrant Capital Group
Ohio
$7.72K -$39.7K -1,644 -84%
MFC
538
Morris Financial Concepts
South Carolina
$7.09K +$7.09K +294 New
TVWM
539
Tower View Wealth Management
Wisconsin
$7K
BWA
540
Boulder Wealth Advisors
Colorado
$7K +$7K +280 New
BWM
541
BerganKDV Wealth Management
Minnesota
$5.36K
BCMLT
542
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.31K +$289 +12 +6%
GI
543
Gradient Investments
Minnesota
$5.22K +$1.45K +60 +38%
WB
544
Webster Bank
Connecticut
$5K
CAM
545
Costello Asset Management
Pennsylvania
$4.54K
AIA
546
Armor Investment Advisors
North Carolina
$4.2K +$4.2K +174 New
QCMNJ
547
Quantum Capital Management (New Jersey)
New Jersey
$3.76K -$51.2M -2,123,704 -100%
AAP
548
Arax Advisory Partners
Colorado
$3.35K +$48 +2 +1%
CT
549
Colonial Trust
South Carolina
$3.24K +$3.24K +134 New
DJSG
550
D.J. St. Germain
Massachusetts
$3.04K +$3.04K +126 New