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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 %
HighTower Advisors
101
HighTower Advisors
Illinois
$6.57M +$458K +18,632 +8%
EA
102
Eudaimonia Advisors
Tennessee
$6.35M +$6.35M +258,278 New
HI
103
Harrington Investments
California
$6.33M -$229K -9,300 -3%
EK
104
Evensky & Katz
Florida
$6.22M +$6.22M +252,888 New
TIM
105
Tortoise Investment Management
New York
$6.21M +$2.14M +86,986 +53%
FVWA
106
Foster Victor Wealth Advisors
South Carolina
$6.19M -$210K -8,526 -3%
SF
107
Synovus Financial
Georgia
$6.19M +$183K +7,428 +3%
PAG
108
Private Advisor Group
New Jersey
$6.04M -$136K -5,546 -2%
SAS
109
SMI Advisory Services
Indiana
$5.86M +$5.86M +238,220 New
BIA
110
Bigelow Investment Advisors
Maine
$5.79M -$1.09M -44,388 -16%
RTL
111
Red Tortoise LLC
Georgia
$5.41M +$2.33M +94,574 +75%
BS
112
Boenning & Scattergood
Pennsylvania
$5.4M +$9.35K +380 +0.2%
CCWA
113
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.35M +$395K +16,050 +8%
FIM
114
Freedom Investment Management
Connecticut
$5.3M -$1.53M -62,390 -22%
Baird Financial Group
115
Baird Financial Group
Wisconsin
$5.26M +$427K +17,356 +9%
MA
116
Modus Advisors
Minnesota
$5.2M -$125K -5,072 -2%
SSWM
117
Sheets Smith Wealth Management
North Carolina
$5.19M -$889K -36,164 -15%
AIM
118
AHL Investment Management
Florida
$5.04M +$47.3K +1,924 +0.9%
NS
119
Newman & Schimel
Illinois
$4.99M +$4.99M +202,988 New
BA
120
Ballast Advisors
Minnesota
$4.95M -$63.7K -2,588 -1%
GGS
121
Galvin Gaustad & Stein
Arizona
$4.95M -$5.37M -218,280 -52%
MPM
122
Meritage Portfolio Management
Kansas
$4.86M +$91.2K +3,706 +2%
HI
123
Harbour Investments
Wisconsin
$4.82M +$4.82M +196,066 New
IMC Chicago
124
IMC Chicago
Illinois
$4.79M -$387K -15,716 -7%
AG
125
Advocate Group
Minnesota
$4.79M +$4.79M +194,826 New