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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 %
CMBA
201
C.M. Bidwell & Associates
Hawaii
$1.66M +$30.9K +1,214 +2%
CFGS
202
Concourse Financial Group Securities
Alabama
$1.63M -$21.3K -836 -1%
CF
203
Centaurus Financial
California
$1.62M +$10.9K +430 +0.7%
SWM
204
SigFig Wealth Management
California
$1.61M +$49K +2,008 +3%
CGL
205
Clarius Group LLC
Washington
$1.61M -$1.72M -67,452 -52%
VVP
206
Venture Visionary Partners
Ohio
$1.58M -$2.14K -84 -0.1%
Financial Engines Advisors
207
Financial Engines Advisors
California
$1.57M -$22.5K -886 -1%
CGFA
208
Colton Groome Financial Advisors
North Carolina
$1.57M +$222K +8,740 +16%
Cerity Partners
209
Cerity Partners
New York
$1.56M -$921K -36,240 -37%
CLG
210
Cooperman Leon G
$1.55M +$170K +6,696 +12%
HNW
211
High Note Wealth
Minnesota
$1.55M -$19.6K -770 -1%
CPFP
212
Clear Perspectives Financial Planning
Ohio
$1.53M -$213K -8,366 -12%
OIA
213
OneDigital Investment Advisors
Kansas
$1.52M -$150K -5,902 -9%
RTL
214
Red Tortoise LLC
Georgia
$1.48M -$1.28M -50,172 -46%
SAM
215
Summit Asset Management
Tennessee
$1.48M -$224K -8,800 -13%
TCM
216
Twele Capital Management
Minnesota
$1.46M +$1.73K +68 +0.1%
AWM
217
Avitas Wealth Management
California
$1.42M +$9.26K +364 +0.7%
WC
218
Wealth CMT
New Jersey
$1.38M +$1.38M +54,290 New
LWAC
219
Laurel Wealth Advisors (California)
California
$1.37M +$28K +1,102 +2%
HIF
220
Hill Island Financial
Michigan
$1.34M +$1.34M +52,774 New
CA
221
Calton & Associates
Florida
$1.32M -$33.7K -1,328 -2%
PCIA
222
Prime Capital Investment Advisors
Kansas
$1.3M -$138K -5,430 -10%
IMC Chicago
223
IMC Chicago
Illinois
$1.27M -$125K -4,930 -9%
EAM
224
Evanson Asset Management
California
$1.26M -$243K -9,552 -16%
CIP
225
Capital Insight Partners
Arizona
$1.25M -$772K -30,372 -38%