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Schwab Short-Term US Treasury ETF

563 hedge funds and large institutions have $7.7B invested in Schwab Short-Term US Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 195 increasing their positions, 211 reducing their positions, and 59 closing their positions.

Holders
563
Holders Change
+36
Holders Change %
+6.83%
% of All Funds
9.08%
Holding in Top 10
72
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.16%
New
99
Increased
195
Reduced
211
Closed
59
Calls
$15.4M
Puts
$19K
Net Calls
+$15.4M
Net Calls Change
+$14.9M
Name Market Value Shares Shares
Change
Shares
Change %
FEG
101
Fund Evaluation Group
Ohio
$6.47M 2,022,372 -444,068 -18%
LTL
102
Lowery Thomas LLC
California
$6.47M 268,276 +259,352 +2,906%
NS
103
Newman & Schimel
Illinois
$6.42M 266,374 +52,892 +25%
BSW
104
Buckingham Strategic Wealth
Missouri
$6.41M 265,582 -54,892 -17%
MPM
105
Meritage Portfolio Management
Kansas
$6.31M 261,608 +34,372 +15%
SAS
106
SMI Advisory Services
Indiana
$5.92M 245,326
CHJWM
107
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.92M 243,584 -4,738 -2%
HI
108
Harrington Investments
California
$5.9M 244,730 -7,528 -3%
SF
109
Synovus Financial
Georgia
$5.9M 244,604 -1,948 -0.8%
MAG
110
Members Advisory Group
New York
$5.67M 235,090 -338,202 -59%
CWM
111
Cabot Wealth Management
Massachusetts
$5.67M 234,960 +54,938 +31%
MAM
112
McLean Asset Management
Virginia
$5.66M 234,562 +234,562 New
DBRC
113
D.B. Root & Company
Pennsylvania
$5.59M 231,764 +33,200 +17%
OIA
114
OneDigital Investment Advisors
Kansas
$5.57M 230,970 +186,004 +414%
EA
115
Eudaimonia Advisors
Tennessee
$5.52M 228,890 -42,450 -16%
BS
116
Boenning & Scattergood
Pennsylvania
$5.43M 219,322 +7,340 +3%
DF
117
Donoghue Forlines
Massachusetts
$5.3M 219,770 -616,864 -74%
RPG
118
Resource Planning Group
Georgia
$5.26M 218,002 +209,316 +2,410%
GVAG
119
Great Valley Advisor Group
Delaware
$5.17M 214,152 +9,350 +5%
BCP
120
Blackhawk Capital Partners
Wisconsin
$5.15M 213,476 -237,822 -53%
ES
121
ETF Store
Kansas
$5.04M 208,594 -125,476 -38%
KC
122
Kades & Cheifetz
Pennsylvania
$4.79M 198,762 +198,762 New
Citadel Advisors
123
Citadel Advisors
Florida
$4.77M 197,908 +84,312 +74%
FWM
124
Forza Wealth Management
Florida
$4.77M 197,886 +197,886 New
FIM
125
Freedom Investment Management
Connecticut
$4.72M 195,492 -8,780 -4%