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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.

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 Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.84B 37,403,299 +10,067,421 +37%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$876M 17,808,503 -750,954 -4%
Ameriprise
3
Ameriprise
Minnesota
$469M 9,786,223 +659,849 +7%
SEI Investments
4
SEI Investments
Pennsylvania
$312M 6,336,526 -103,732 -2%
Franklin Resources
5
Franklin Resources
California
$141M 2,876,230 +801,560 +39%
FEG
6
Fund Evaluation Group
Ohio
$100M 2,036,592 +1,903,260 +1,427%
Stifel Financial
7
Stifel Financial
Missouri
$98.9M 2,010,696 -4,135 -0.2%
Charles Schwab
8
Charles Schwab
California
$97.5M 1,981,766 -192,767 -9%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$89.8M 1,826,568 +193,077 +12%
MIM
10
Morningstar Investment Management
Illinois
$79.8M 1,621,277 +1,094,304 +208%
HC
11
Hamilton Capital
Ohio
$78.6M 1,597,031 +843,755 +112%
AA
12
Alesco Advisors
New York
$76.7M 1,559,865 -118,856 -7%
KFA
13
Krane Funds Advisors
New York
$73.5M 1,494,950
AssetMark Inc
14
AssetMark Inc
California
$54.3M 1,104,862 +224,193 +25%
QCMNJ
15
Quantum Capital Management (New Jersey)
New Jersey
$52.3M 1,063,850 +155,956 +17%
DC
16
Davenport & Co
Virginia
$52.1M 1,059,915 +1,529 +0.1%
CGFA
17
Colton Groome Financial Advisors
North Carolina
$46.5M 945,226 +779,979 +472%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$44.5M 904,756 +41,221 +5%
LPL Financial
19
LPL Financial
California
$44.1M 895,592 +444,289 +98%
TFS
20
TrustCore Financial Services
Tennessee
$43.8M 890,724 +533,340 +149%
Osaic Holdings
21
Osaic Holdings
Arizona
$40.4M 821,623 +127,833 +18%
EEP
22
Edgehill Endowment Partners
Connecticut
$39.9M 810,527 +1,347 +0.2%
Morgan Stanley
23
Morgan Stanley
New York
$36.4M 739,007 +146,475 +25%
RWP
24
Reliant Wealth Planning
Kentucky
$35.8M 727,670 -52,417 -7%
BOPW
25
Brandywine Oak Private Wealth
Pennsylvania
$34.1M 693,248 -61,314 -8%