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Schwab Short-Term US Treasury ETF

521 hedge funds and large institutions have $6.5B invested in Schwab Short-Term US Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 160 increasing their positions, 202 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+37
Holders Change %
+7.64%
% of All Funds
8.05%
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.86%
New
91
Increased
160
Reduced
202
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAS
151
Park Avenue Securities
New York
$2.78M -$156K -6,122 -5%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$2.76M +$1.43M +56,090 +107%
RWA
153
Roberts Wealth Advisors
California
$2.72M +$360K +14,180 +15%
WFS
154
Weitzel Financial Services
Iowa
$2.72M -$103K -4,034 -4%
PFO
155
Pathstone Family Office
New Jersey
$2.7M +$2.7M +105,808 New
PS
156
Planned Solutions
California
$2.69M +$2.69M +105,966 New
1WM
157
1900 Wealth Management
Texas
$2.68M -$67.1K -2,638 -2%
DWT
158
Dorsey & Whitney Trust
South Dakota
$2.68M +$97.4K +3,832 +4%
S
159
Surevest
California
$2.63M -$66.5K -2,614 -2%
MIS
160
Morningstar Investment Services
Illinois
$2.61M -$915K -35,990 -26%
JWS
161
Juncture Wealth Strategies
Arizona
$2.61M -$15.7K -616 -0.6%
ISWM
162
Independent Solutions Wealth Management
New York
$2.55M -$37.7K -1,484 -1%
HSA
163
HBK Sorce Advisory
Pennsylvania
$2.49M -$131K -5,160 -5%
Koshinski Asset Management
164
Koshinski Asset Management
Illinois
$2.47M -$131K -5,138 -5%
FTS
165
Fifth Third Securities
Ohio
$2.37M -$185K -7,294 -7%
HCM
166
Hutchinson Capital Management
California
$2.37M -$326K -12,840 -12%
CBFP
167
Cedar Brook Financial Partners
Ohio
$2.3M +$215K +8,452 +10%
RA
168
Riversedge Advisors
Delaware
$2.29M -$12K -470 -0.5%
SEP
169
Southland Equity Partners
Missouri
$2.28M +$766K +30,140 +50%
PCWA
170
Pacific Capital Wealth Advisors
California
$2.25M +$142K +5,578 +7%
Thrivent Financial for Lutherans
171
Thrivent Financial for Lutherans
Minnesota
$2.23M -$2.4M
AHSSHC
172
Adventist Health System Sunbelt Healthcare Corp
Florida
$2.2M
MIAN
173
Mariner Independent Advisor Network
Kansas
$2.19M -$510K -20,068 -19%
FANJ
174
Financial Architects (New Jersey)
New Jersey
$2.17M -$379K -14,912 -15%
GVAG
175
Great Valley Advisor Group
Delaware
$2.16M