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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.45B
2
Ameriprise
Ameriprise
Minnesota
$688M
3
Goldman Sachs
Goldman Sachs
New York
$79.6M
4
Jane Street
Jane Street
New York
$60.7M
5
CB
Commerce Bank
Missouri
$49.9M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$0
2
KFA
Krane Funds Advisors
New York
$10.4M
3
FEG
Fund Evaluation Group
Ohio
$59.5M
4
LPL Financial
LPL Financial
California
$9.06M
5
EEP
Edgehill Endowment Partners
Connecticut
$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
226
Cambridge Trust
Massachusetts
$1.12M +$154K +6,366 +16%
DP
227
Denver PWM
Colorado
$1.11M +$497K +20,604 +81%
CMBA
228
C.M. Bidwell & Associates
Hawaii
$1.1M -$223K -9,248 -17%
OIA
229
OneDigital Investment Advisors
Kansas
$1.09M -$15.9K -660 -1%
PCWA
230
Pacific Capital Wealth Advisors
California
$1.08M -$928K -38,454 -46%
DG
231
DMC Group
Alabama
$1.07M +$4.49K +186 +0.4%
IAS
232
IMA Advisory Services
Colorado
$1.07M -$24.7K -1,022 -2%
BPA
233
Beacon Pointe Advisors
California
$1.07M +$233K +9,636 +28%
VT
234
Vise Technologies
New York
$1.07M +$1.07M +44,160 New
TW
235
TrinityPoint Wealth
Connecticut
$1.04M +$12.6K +520 +1%
PCIA
236
Prime Capital Investment Advisors
Kansas
$1.03M +$24.6K +1,018 +2%
SAM
237
Summit Asset Management
Tennessee
$1.02M -$88.8K -3,680 -8%
WSTAM
238
Wilbanks Smith & Thomas Asset Management
Virginia
$1.02M +$434 +18 +0%
MA
239
MUFG Americas
New York
$1.02M -$29.4K -1,218 -3%
IFA
240
Index Fund Advisors
California
$987K -$44.4K -1,840 -4%
TFA
241
Toth Financial Advisory
Virginia
$983K -$28.2K -1,170 -3%
JWS
242
Juncture Wealth Strategies
Arizona
$973K -$526K -21,816 -35%
JWM
243
Janiczek Wealth Management
Colorado
$968K -$144 -6 -0%
IFS
244
Ifrah Financial Services
Arkansas
$962K +$7.14K +296 +0.7%
JWCA
245
J.W. Cole Advisors
Florida
$961K +$57.9K +2,400 +6%
GCA
246
Genesee Capital Advisors
New York
$934K +$2.65K +110 +0.3%
AAS
247
Ameritas Advisory Services
Nebraska
$908K -$821 -34 -0.1%
Bank of New York Mellon
248
Bank of New York Mellon
New York
$900K -$1.2M -49,794 -57%
KFS
249
Kaizen Financial Strategies
California
$883K -$3.18K -132 -0.4%
II
250
Inspire Investing
Idaho
$865K +$865K +35,856 New
8 9
10
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