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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.

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 Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.45B 50,818,342 +13,415,043 +36%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$861M 17,848,230 +39,727 +0.2%
Ameriprise
3
Ameriprise
Minnesota
$688M 13,972,901 +4,186,678 +43%
SEI Investments
4
SEI Investments
Pennsylvania
$303M 6,272,518 -64,008 -1%
Stifel Financial
5
Stifel Financial
Missouri
$97.5M 2,020,037 +9,341 +0.5%
Charles Schwab
6
Charles Schwab
California
$93M 1,926,290 -55,476 -3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$86.2M 1,785,990 -40,578 -2%
Goldman Sachs
8
Goldman Sachs
New York
$79.6M 1,649,845 +1,339,449 +432%
HC
9
Hamilton Capital
Ohio
$78M 1,616,273 +19,242 +1%
MIM
10
Morningstar Investment Management
Illinois
$75.1M 1,557,101 -64,176 -4%
Jane Street
11
Jane Street
New York
$60.7M 1,258,537 +1,222,258 +3,369%
FEG
12
Fund Evaluation Group
Ohio
$59.5M 1,233,220 -803,372 -39%
AA
13
Alesco Advisors
New York
$56.3M 1,165,972 -393,893 -25%
CGFA
14
Colton Groome Financial Advisors
North Carolina
$52.2M 1,082,614 +137,388 +15%
QCMNJ
15
Quantum Capital Management (New Jersey)
New Jersey
$51.2M 1,061,930 -1,920 -0.2%
DC
16
Davenport & Co
Virginia
$50.4M 1,043,327 -16,588 -2%
CB
17
Commerce Bank
Missouri
$49.9M 1,033,966 +671,046 +185%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$46.1M 955,025 +50,269 +6%
Osaic Holdings
19
Osaic Holdings
Arizona
$40.3M 835,424 +13,801 +2%
AssetMark Inc
20
AssetMark Inc
California
$40.2M 833,822 -271,040 -25%
BOPW
21
Brandywine Oak Private Wealth
Pennsylvania
$39.2M 811,971 +118,723 +17%
RWP
22
Reliant Wealth Planning
Kentucky
$36.3M 752,328 +24,658 +3%
BSB
23
Bangor Savings Bank
Maine
$36.2M 750,174 +325,100 +76%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$35.6M 737,990 +162,637 +28%
Morgan Stanley
25
Morgan Stanley
New York
$34M 705,037 -33,970 -5%