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Schwab Short-Term US Treasury ETF

527 hedge funds and large institutions have $7.07B invested in Schwab Short-Term US Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 177 increasing their positions, 232 reducing their positions, and 51 closing their positions.

Holders
527
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
9.11%
Holding in Top 10
72
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.86%
% of All Funds
1.25%
New
59
Increased
177
Reduced
232
Closed
51
Calls
$455K
Puts
Net Calls
+$455K
Net Calls Change
+$455K
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
76
Comprehensive Wealth Management
Washington
$9.8M +$9.8M +406,058 New
LA
77
LVW Advisors
New York
$9.65M +$5.9M +244,466 +157%
CF
78
Corrigan Financial
Rhode Island
$9.55M +$9.35M +387,352 +4,673%
ACM
79
AlphaStar Capital Management
North Carolina
$9.55M -$1.63M -67,712 -15%
MML Investors Services
80
MML Investors Services
Massachusetts
$9.29M -$1.15M -47,550 -11%
LPL Financial
81
LPL Financial
California
$9.06M -$34.2M -1,415,552 -79%
SP
82
Successful Portfolios
Florida
$8.95M -$1.33M -55,208 -13%
DIA
83
Dean Investment Associates
Ohio
$8.63M +$179K +7,428 +2%
Mirae Asset Global Investments
84
Mirae Asset Global Investments
South Korea
$8.59M -$239K -9,920 -3%
Truist Financial
85
Truist Financial
North Carolina
$8.42M -$116K -4,810 -1%
SIA
86
Soltis Investment Advisors
Utah
$8.35M -$259K -10,754 -3%
FTA
87
Financial & Tax Architects
Missouri
$8.27M +$884K +36,630 +12%
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$8.13M -$326K -13,514 -4%
SHWM
89
Smith & Howard Wealth Management
Georgia
$8.11M +$1.42M +58,818 +21%
ES
90
ETF Store
Kansas
$8.06M -$967K -40,084 -11%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$8.05M -$128K -5,288 -2%
APW
92
Aurora Private Wealth
New Jersey
$7.74M +$245K +10,158 +3%
BSW
93
Buckingham Strategic Wealth
Missouri
$7.73M -$90.6K -3,756 -1%
MFT
94
Moisand Fitzgerald Tamayo
Florida
$7.59M -$460K -19,066 -6%
UCFA
95
United Capital Financial Advisors
Texas
$7.57M -$6.64M -275,034 -47%
VCM
96
Vivaldi Capital Management
Illinois
$7.35M -$572K -23,748 -7%
CW
97
CreativeOne Wealth
Kansas
$7.31M -$101K -4,200 -1%
TWM
98
Tradition Wealth Management
Minnesota
$7.13M +$406K +16,826 +6%
CA
99
Cambridge Associates
Massachusetts
$6.89M
EA
100
Eudaimonia Advisors
Tennessee
$6.55M +$315K +13,062 +5%