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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 %
IA
201
Inspire Advisors
Idaho
$1.43M +$1.43M +59,106 New
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$1.42M +$2.12K +88 +0.1%
AWM
203
Avitas Wealth Management
California
$1.42M +$44.4K +1,840 +3%
APA
204
American Portfolios Advisors
New York
$1.41M +$62.6K +2,596 +5%
AFP
205
Ausdal Financial Partners
Iowa
$1.39M +$300K +12,418 +28%
RWA
206
Roberts Wealth Advisors
California
$1.37M -$83.2K -3,452 -6%
OC
207
Oppenheimer & Co
New York
$1.37M +$1.37M +56,818 New
WFS
208
Weitzel Financial Services
Iowa
$1.34M +$44.7K +1,852 +3%
BCM
209
Blume Capital Management
California
$1.34M -$1.67M -69,300 -56%
TCM
210
Twele Capital Management
Minnesota
$1.32M +$1.83K +76 +0.1%
WC
211
Wealth CMT
New Jersey
$1.31M -$12.7K -526 -1%
HIF
212
Hill Island Financial
Michigan
$1.28M +$4.59K +190 +0.4%
DW
213
Domani Wealth
Pennsylvania
$1.28M -$7.29K -302 -0.6%
CWM
214
Congress Wealth Management
Massachusetts
$1.26M -$65.6K -2,716 -5%
FTS
215
Fifth Third Securities
Ohio
$1.24M -$81.3K -3,370 -6%
Financial Engines Advisors
216
Financial Engines Advisors
California
$1.24M -$419K -17,382 -25%
LWAC
217
Laurel Wealth Advisors (California)
California
$1.24M -$5.74K -238 -0.5%
TWP
218
Tempus Wealth Planning
California
$1.23M +$1.23M +50,972 New
FFM
219
Forum Financial Management
Illinois
$1.23M +$4.2K +174 +0.3%
CCA
220
Cobblestone Capital Advisors
New York
$1.21M +$140K +5,820 +13%
RG
221
Retirement Group
California
$1.2M +$34.6K +1,436 +3%
TSS
222
Two Sigma Securities
New York
$1.19M +$83.7K +3,470 +8%
RF
223
RHS Financial
California
$1.19M +$83.3K +3,452 +8%
PFA
224
Pure Financial Advisors
California
$1.14M +$277K +11,496 +32%
DB
225
Dravo Bay
Delaware
$1.14M +$15.5K +644 +1%