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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 %
GIA
601
Gladstone Institutional Advisory
Florida
-$207K -8,572 Closed
WFA
602
Websterrogers Financial Advisors
South Carolina
-$203K -8,428 Closed
SWM
603
Selective Wealth Management
Virginia
-$197K -8,146 Closed
APCM
604
Alaska Permanent Capital Management
Alaska
-$190K -7,900 Closed
CA
605
Crewe Advisors
Utah
-$127K -5,270 Closed
OIA
606
Optimum Investment Advisors
Illinois
-$96K -3,980 Closed
SC
607
Sierra Capital
Florida
-$85K -3,510 Closed
Simplex Trading
608
Simplex Trading
Illinois
-$82K -3,400 Closed
AA
609
Ancora Advisors
Ohio
-$63K -2,596 Closed
PTC
610
Private Trust Company
Ohio
-$48K -2,000 Closed
SJIA
611
St. James Investment Advisors
New York
-$19K -800 Closed
HGERS
612
Householder Group Estate & Retirement Specialist
Arizona
-$19K -794 Closed
PCM
613
Penserra Capital Management
California
-$18K -784 Closed
PMFA
614
Plante Moran Financial Advisors
Michigan
-$9K -392 Closed
AWM
615
Atticus Wealth Management
Florida
-$9K -380 Closed
HI
616
Hudock Inc
Pennsylvania
-$6K -280 Closed
LS
617
Leelyn Smith
Illinois
-$6K -254 Closed
ANBT
618
American National Bank & Trust
Texas
-$4K -160 Closed
FPFS
619
First Personal Financial Services
North Carolina
-$3K -120 Closed
CWC
620
Carolinas Wealth Consulting
North Carolina
-$2K -80 Closed
JFA
621
JNBA Financial Advisors
Minnesota
-$2K -80 Closed
FA
622
Flagstar Advisors
New York
-$389 -16 Closed
OPW
623
Oxler Private Wealth
New York
-$90.4K