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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 %
HighTower Advisors
101
HighTower Advisors
Illinois
$6.16M 248,412 +200 +0.1%
SSWM
102
Sheets Smith Wealth Management
North Carolina
$6.13M 247,268 -10,268 -4%
SF
103
Synovus Financial
Georgia
$6.04M 244,036 -2,364 -1%
BS
104
Boenning & Scattergood
Pennsylvania
$5.43M 219,322 -74,280 -25%
MFT
105
Moisand Fitzgerald Tamayo
Florida
$5.41M 218,546 -84,918 -28%
MA
106
Modus Advisors
Minnesota
$5.37M 216,588 -32,016 -13%
IMC Chicago
107
IMC Chicago
Illinois
$5.22M 210,622 +160,760 +322%
BA
108
Ballast Advisors
Minnesota
$5.05M 203,954 -1,128 -0.6%
SWA
109
Stratos Wealth Advisors
Ohio
$5.04M 203,334 -3,366 -2%
AIM
110
AHL Investment Management
Florida
$5.03M 203,052 -570 -0.3%
CCWA
111
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.99M 201,632 +201,632 New
Baird Financial Group
112
Baird Financial Group
Wisconsin
$4.87M 196,526 +20,836 +12%
TWM
113
Tradition Wealth Management
Minnesota
$4.83M 195,066 +60,346 +45%
MPM
114
Meritage Portfolio Management
Kansas
$4.8M 193,768 -115,472 -37%
DFC
115
DBK Financial Counsel
Ohio
$4.65M 187,646 -1,406 -0.7%
MA
116
McBroom & Associates
Nevada
$4.59M 185,162 -10,132 -5%
FAM
117
Frontier Asset Management
Wyoming
$4.51M 182,006 +8,638 +5%
PGWM
118
Parisi Gray Wealth Management
New Jersey
$4.46M 180,222 -33,390 -16%
FTA
119
Financial & Tax Architects
Missouri
$4.4M 177,772 +177,772 New
AF
120
Advisornet Financial
Minnesota
$4.37M 176,568 -136,860 -44%
VNA
121
Valley National Advisers
Pennsylvania
$4.3M 173,686 -54,940 -24%
MA
122
Mutual Advisors
Nebraska
$4.3M 173,392 +15,910 +10%
LF
123
LifeSteps Financial
California
$4.26M 171,910 -8,610 -5%
Mariner
124
Mariner
Kansas
$4.25M 171,606 -111,592 -39%
DPI
125
Diversified Portfolios Inc
Michigan
$4.17M 168,370 +100,180 +147%