SCHO icon

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.

New
Increased
Maintained
Reduced
Closed
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
126
Cabot Wealth Management
Massachusetts
$4.34M +$4.34M +180,022 New
HCM
127
Hutchinson Capital Management
California
$4.33M +$896K +37,112 +26%
SSWM
128
Sheets Smith Wealth Management
North Carolina
$4.31M -$780K -32,332 -15%
ICM
129
Islay Capital Management
Texas
$4.21M -$3.9M -161,460 -48%
SFA
130
Seneca Financial Advisors
New York
$4.05M +$532K +22,034 +15%
DFC
131
DBK Financial Counsel
Ohio
$4.04M +$417K +17,294 +12%
Baird Financial Group
132
Baird Financial Group
Wisconsin
$4.03M -$1.14M -47,074 -22%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$3.92M +$3.57M +148,130 +1,041%
ZIMP
134
Zimmermann Investment Management & Planning
Pennsylvania
$3.84M +$3.84M +159,146 New
LA
135
Lifeworks Advisors
Michigan
$3.63M +$358K +14,886 +11%
PWA
136
Pillar Wealth Advisors
Pennsylvania
$3.62M +$151K +6,270 +4%
DAS
137
Dynamic Advisor Solutions
Arizona
$3.61M +$630K +26,126 +21%
SEP
138
Southland Equity Partners
Missouri
$3.56M -$427K -17,696 -11%
CST
139
Charles Schwab Trust
Nevada
$3.53M +$3.53M +146,142 New
SWA
140
Stratos Wealth Advisors
Ohio
$3.47M -$194K -8,034 -5%
DPI
141
Diversified Portfolios Inc
Michigan
$3.47M +$1.54M +63,750 +80%
MFG
142
Merit Financial Group
Georgia
$3.3M -$161K -6,662 -5%
EP
143
Eudaimonia Partners
Tennessee
$3.29M -$786K -32,558 -19%
DI
144
DAGCO Inc
Ohio
$3.25M -$160K -6,646 -5%
LWM
145
Laidlaw Wealth Management
New York
$3.21M -$1.26M -52,032 -28%
SAM
146
SignalPoint Asset Management
Missouri
$3.19M -$169K -7,010 -5%
WA
147
WBH Advisory
Maryland
$3.07M -$5.16M -213,920 -63%
KF
148
Krilogy Financial
Missouri
$3.02M -$96.6K -4,004 -3%
DT
149
Diversified Trust
Tennessee
$2.98M +$6.32K +262 +0.2%
LWM
150
Lionsbridge Wealth Management
Florida
$2.96M -$61.6K -2,554 -2%