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Schwab Short-Term US Treasury ETF

521 hedge funds and large institutions have $6.5B invested in Schwab Short-Term US Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 160 increasing their positions, 202 reducing their positions, and 42 closing their positions.

Holders
521
Holders Change
+37
Holders Change %
+7.64%
% of All Funds
8.05%
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.86%
New
91
Increased
160
Reduced
202
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WFA
76
Websterrogers Financial Advisors
South Carolina
$9.06M -$4.71M -185,264 -34%
CW
77
CreativeOne Wealth
Kansas
$8.82M +$429K +16,880 +5%
DIA
78
Dean Investment Associates
Ohio
$8.78M +$130K +5,130 +2%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$8.51M +$20.7K +814 +0.2%
FNT
80
First National Trust
Pennsylvania
$8.39M +$174K +6,846 +2%
FVWA
81
Foster Victor Wealth Advisors
South Carolina
$8.27M -$546K -21,530 -6%
SP
82
Successful Portfolios
Florida
$8.11M +$1.23M +48,316 +18%
CFA
83
Cahill Financial Advisors
Minnesota
$8.08M -$4.1M -161,326 -34%
KF
84
Krilogy Financial
Missouri
$8.07M -$949K -37,310 -11%
AF
85
Advisornet Financial
Minnesota
$7.97M -$255K -10,032 -3%
REMPR
86
Roof Eidam Maycock Peralta (REMP)
California
$7.92M -$20M -786,810 -72%
MPM
87
Meritage Portfolio Management
Kansas
$7.86M +$498K +19,598 +7%
MFT
88
Moisand Fitzgerald Tamayo
Florida
$7.72M +$87.9K +3,456 +1%
BS
89
Boenning & Scattergood
Pennsylvania
$7.47M -$5.91M -232,460 -44%
SHWM
90
Smith & Howard Wealth Management
Georgia
$7.45M -$3.95M -155,412 -35%
HI
91
Harrington Investments
California
$7.34M -$141K -5,544 -2%
CA
92
Cambridge Associates
Massachusetts
$7.26M
SWM
93
Shelton Wealth Management
Texas
$7.24M +$7.24M +284,642 New
Mariner
94
Mariner
Kansas
$7.2M -$3.54M -139,206 -33%
TDWM
95
Topel & Distasi Wealth Management
California
$7.01M +$7.01M +275,740 New
FIM
96
Freedom Investment Management
Connecticut
$7M +$115K +4,538 +2%
ICM
97
Islay Capital Management
Texas
$6.98M +$2.08M +81,672 +42%
ACM
98
Armbruster Capital Management
New York
$6.82M +$6.82M +268,166 New
WA
99
WBH Advisory
Maryland
$6.69M +$6.37M +250,730 +2,009%
SPL
100
Smart Portfolios LLC
Washington
$6.64M