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Schwab Short-Term US Treasury ETF

496 hedge funds and large institutions have $5.61B invested in Schwab Short-Term US Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 183 increasing their positions, 200 reducing their positions, and 65 closing their positions.

Holders
496
Holders Change
-25
Holders Change %
-4.8%
% of All Funds
7.85%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
0.81%
New
47
Increased
183
Reduced
200
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$14.3M 578,052 -9,270 -2%
MAG
52
Members Advisory Group
New York
$14.3M 576,604 +576,604 New
Creative Planning
53
Creative Planning
Kansas
$14M 566,922 +485,128 +593%
JAG
54
Journey Advisory Group
Kentucky
$13.8M 555,922 +178,152 +47%
AWM
55
Avior Wealth Management
Nebraska
$13.4M 541,534 +38,672 +8%
APG
56
Abacus Planning Group
South Carolina
$13.4M 539,798 -40,790 -7%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$13.1M 527,882 -207,288 -28%
WCF
58
West Coast Financial
California
$12.3M 496,340 +10,148 +2%
FNT
59
First National Trust
Pennsylvania
$12.1M 488,196 +158,238 +48%
SIM
60
Sterling Investment Management
Arizona
$12M 484,786 -9,532 -2%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$11.6M 466,434 +101,208 +28%
MML Investors Services
62
MML Investors Services
Massachusetts
$11.2M 452,656 -3,038 -0.7%
APC
63
Asset Planning Corporation
Tennessee
$11.1M 448,378 +1,652 +0.4%
GCM
64
G2 Capital Management
Ohio
$10.7M 430,530 -139,498 -24%
WIA
65
World Investment Advisors
California
$10.6M 428,854 -40,952 -9%
GGS
66
Galvin Gaustad & Stein
Arizona
$10.4M 419,602 -136,906 -25%
Wells Fargo
67
Wells Fargo
California
$10.3M 414,878 +18,126 +5%
DF
68
Donoghue Forlines
Massachusetts
$9.68M 390,610 +390,610 New
DP
69
DDD Partners
Washington
$9.66M 389,938 -11,076 -3%
Truist Financial
70
Truist Financial
North Carolina
$9.57M 386,342 +3,758 +1%
LWM
71
Laidlaw Wealth Management
New York
$9.2M 371,284 -1,592 -0.4%
CFA
72
Cahill Financial Advisors
Minnesota
$8.96M 361,808 +44,208 +14%
SP
73
Successful Portfolios
Florida
$8.92M 360,204 +41,080 +13%
CW
74
CreativeOne Wealth
Kansas
$8.83M 356,536 +9,756 +3%
DIA
75
Dean Investment Associates
Ohio
$8.61M 347,422 +2,050 +0.6%