SCHO icon

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 %
AWE
51
Avidian Wealth Enterprises
Texas
$16.6M -$571K -23,218 -3%
Creative Planning
52
Creative Planning
Kansas
$16.3M +$2.39M +97,018 +17%
UCIG
53
Ulrich Consultants & Investment Group
New Mexico
$16.1M +$16.1M +653,800 New
LIM
54
Leavell Investment Management
Alabama
$15.9M +$306K +12,446 +2%
MWP
55
Meridian Wealth Partners
Pennsylvania
$15.9M -$11.7M -477,494 -42%
CIC
56
Carnegie Investment Counsel
Ohio
$15.7M -$571K -23,202 -4%
HGWM
57
Harvest Group Wealth Management
Massachusetts
$15.3M -$417K -16,880 -3%
Goldman Sachs
58
Goldman Sachs
New York
$15.3M +$9.05M +368,110 +146%
FA
59
Faithward Advisors
Pennsylvania
$15M -$4.32M -175,558 -22%
JAG
60
Journey Advisory Group
Kentucky
$14.6M +$854K +34,642 +6%
UCFA
61
United Capital Financial Advisors
Texas
$14.5M -$3.94M -160,108 -21%
FNT
62
First National Trust
Pennsylvania
$14.4M +$2.41M +97,874 +20%
NFG
63
Northeast Financial Group
Pennsylvania
$14.3M +$14.3M +580,252 New
MAG
64
Members Advisory Group
New York
$14M -$173K -7,022 -1%
DF
65
Donoghue Forlines
Massachusetts
$13.6M +$4.01M +163,090 +42%
CWA
66
Cornerstone Wealth Advisors
Minnesota
$13.5M +$13.1M +531,508 +3,439%
MAC
67
Mason & Associates (California)
California
$13.3M +$13.3M +542,700 New
AWM
68
Avior Wealth Management
Nebraska
$13.3M -$66.4K -2,698 -0.5%
Wells Fargo
69
Wells Fargo
California
$12.6M +$2.42M +98,248 +24%
CWM
70
Chicago Wealth Management
Illinois
$12.5M +$12.5M +507,562 New
APG
71
Abacus Planning Group
South Carolina
$12.2M -$1.07M -43,634 -8%
WIA
72
World Investment Advisors
California
$11.6M +$1.07M +43,470 +10%
APC
73
Asset Planning Corporation
Tennessee
$11.4M +$393K +15,974 +4%
ACM
74
AlphaStar Capital Management
North Carolina
$11.4M -$5.55M -225,494 -33%
BCP
75
Blackhawk Capital Partners
Wisconsin
$11M +$3.23M +131,194 +41%