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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.

New
Increased
Maintained
Reduced
Closed
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 %
MIAN
176
Mariner Independent Advisor Network
Kansas
$2.01M -$98.2K -3,992 -5%
EWM
177
Elmwood Wealth Management
California
$1.97M
DPI
178
Diversified Portfolios Inc
Michigan
$1.97M -$2.17M -88,400 -53%
PRS
179
Pinkerton Retirement Specialists
Idaho
$1.93M -$67.5K -2,746 -3%
BOM
180
Bank of Marin
California
$1.9M +$92.8K +3,774 +5%
PS
181
Planned Solutions
California
$1.89M -$212K -8,600 -10%
IWC
182
Integrated Wealth Concepts
Massachusetts
$1.87M -$32.6K -1,326 -2%
SFA
183
Sequoia Financial Advisors
Ohio
$1.86M -$38.1K -1,550 -2%
BCM
184
Brookstone Capital Management
Illinois
$1.83M -$522K -21,292 -22%
NCM
185
Nelson Capital Management
California
$1.8M +$393K +15,990 +28%
WP
186
WealthSource Partners
California
$1.8M -$8.61K -350 -0.5%
Jane Street
187
Jane Street
New York
$1.79M -$17.8M -724,428 -91%
AF
188
Advisornet Financial
Minnesota
$1.75M -$2.6M -105,558 -60%
AWS
189
Arkfeld Wealth Strategies
Nebraska
$1.71M +$463K +18,872 +37%
SWM
190
SigFig Wealth Management
California
$1.7M -$31.2K -1,362 -2%
Financial Engines Advisors
191
Financial Engines Advisors
California
$1.69M -$102K -4,156 -6%
IC
192
IEQ Capital
California
$1.65M +$31.4K +1,276 +2%
B
193
Bensler
Washington
$1.64M -$206K -8,392 -11%
CGL
194
Clarius Group LLC
Washington
$1.62M +$69.5K +2,826 +4%
BIP
195
Blueprint Investment Partners
North Carolina
$1.59M -$1.53M -62,148 -49%
PGAM
196
Princeton Global Asset Management
New Jersey
$1.56M -$130K -5,266 -8%
JWS
197
Juncture Wealth Strategies
Arizona
$1.53M -$970K -39,442 -39%
AI
198
Atria Investments
North Carolina
$1.52M +$265K +10,780 +21%
RWA
199
Roberts Wealth Advisors
California
$1.48M -$20.9K -850 -1%
NF
200
NTB Financial
Colorado
$1.48M -$206K -8,386 -12%