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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 %
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$1.45M +$70.3K +2,860 +5%
AWM
202
Avitas Wealth Management
California
$1.41M +$2.71K +110 +0.2%
PFGIA
203
Patriot Financial Group Insurance Agency
Massachusetts
$1.4M +$311K +12,624 +29%
KM
204
Kalos Management
Georgia
$1.39M +$286K +11,672 +26%
APA
205
American Portfolios Advisors
New York
$1.37M +$189K +7,670 +16%
WC
206
Wealth CMT
New Jersey
$1.35M -$48.1K -1,954 -3%
CWM
207
Congress Wealth Management
Massachusetts
$1.35M +$80.9K +3,292 +6%
FTS
208
Fifth Third Securities
Ohio
$1.35M +$1.35M +54,778 New
CMBA
209
C.M. Bidwell & Associates
Hawaii
$1.34M -$237K -9,622 -15%
TCM
210
Twele Capital Management
Minnesota
$1.34M -$38.8K -1,576 -3%
FMC
211
First Merchants Corp
Indiana
$1.33M +$369K +14,994 +38%
Citadel Advisors
212
Citadel Advisors
Florida
$1.33M +$545K +22,140 +69%
WFS
213
Weitzel Financial Services
Iowa
$1.32M -$276K -11,236 -17%
DW
214
Domani Wealth
Pennsylvania
$1.31M -$15.2M -618,626 -92%
HIF
215
Hill Island Financial
Michigan
$1.3M +$2.16K +88 +0.2%
LWAC
216
Laurel Wealth Advisors (California)
California
$1.27M -$73.9K -3,006 -6%
FFM
217
Forum Financial Management
Illinois
$1.25M +$1.25M +50,674 New
SCA
218
STALEY CAPITAL ADVISERS
Pennsylvania
$1.19M -$14.8K -600 -1%
RG
219
Retirement Group
California
$1.19M +$766K +31,144 +182%
WFA
220
Websterrogers Financial Advisors
South Carolina
$1.19M -$577K -23,438 -33%
MA
221
MCF Advisors
Kentucky
$1.17M +$42.4K +1,726 +4%
CAG
222
Csenge Advisory Group
Florida
$1.17M +$842K +34,238 +260%
DB
223
Dravo Bay
Delaware
$1.15M -$7.83K -318 -0.7%
SAM
224
Summit Asset Management
Tennessee
$1.13M -$303K -12,330 -21%
BFM
225
Boston Financial Management
Massachusetts
$1.13M +$1.13M +45,852 New