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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 %
KAS
76
Kestra Advisory Services
Texas
$10.8M +$9.21M +374,384 +586%
MML Investors Services
77
MML Investors Services
Massachusetts
$10.6M -$491K -19,956 -4%
SP
78
Successful Portfolios
Florida
$10.5M +$1.62M +65,958 +18%
UBS Group
79
UBS Group
Switzerland
$10M +$2.21M +89,844 +28%
I
80
INVST
Indiana
$9.47M +$9.47M +386,122 New
ES
81
ETF Store
Kansas
$9.18M +$2.76M +112,666 +43%
Mirae Asset Global Investments
82
Mirae Asset Global Investments
South Korea
$9M +$9M +365,826 New
SIA
83
Soltis Investment Advisors
Utah
$8.77M +$8.77M +356,676 New
Truist Financial
84
Truist Financial
North Carolina
$8.7M -$800K -32,530 -8%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$8.61M +$604K +24,552 +8%
DIA
86
Dean Investment Associates
Ohio
$8.61M +$64.7K +2,630 +0.8%
EWA
87
ERTS Wealth Advisors
Michigan
$8.39M +$8.03M +326,300 +2,220%
WA
88
WBH Advisory
Maryland
$8.38M +$1.7M +69,154 +25%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$8.34M -$4.64M -188,836 -36%
ICM
90
Islay Capital Management
Texas
$8.27M +$685K +27,832 +9%
MFT
91
Moisand Fitzgerald Tamayo
Florida
$8.21M +$2.83M +115,100 +53%
VCM
92
Vivaldi Capital Management
Illinois
$8.09M +$1.42M +57,536 +21%
BSW
93
Buckingham Strategic Wealth
Missouri
$7.97M -$185K -7,506 -2%
APW
94
Aurora Private Wealth
New Jersey
$7.64M +$5.87M +238,576 +331%
CW
95
CreativeOne Wealth
Kansas
$7.56M -$1.21M -49,256 -14%
FTA
96
Financial & Tax Architects
Missouri
$7.53M +$3.16M +128,520 +72%
CA
97
Cambridge Associates
Massachusetts
$7.02M
TWM
98
Tradition Wealth Management
Minnesota
$6.86M +$2.06M +83,696 +43%
SHWM
99
Smith & Howard Wealth Management
Georgia
$6.82M -$458K -18,630 -6%
CHJWM
100
Carlton Hofferkamp & Jenks Wealth Management
Texas
$6.57M +$348K +14,166 +6%