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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

563 hedge funds and large institutions have $7.7B invested in Schwab Short-Term US Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 195 increasing their positions, 211 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+36
Holders Change %
+6.83%
% of All Funds
9.08%
Holding in Top 10
72
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.16%
New
99
Increased
195
Reduced
211
Closed
59
Calls
$15.4M
Puts
$19K
Net Calls
+$15.4M
Net Calls Change
+$14.9M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.31B
2
Charles Schwab
Charles Schwab
California
$160M
3
EEP
Edgehill Endowment Partners
Connecticut
$64.4M
4
Morgan Stanley
Morgan Stanley
New York
$80M
5
MLM
Mount Lucas Management
Pennsylvania
$35.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$527M
2
Goldman Sachs
Goldman Sachs
New York
$17.7M
3
Jane Street
Jane Street
New York
$0
4
Ameriprise
Ameriprise
Minnesota
$618M
5
QCMNJ
Quantum Capital Management (New Jersey)
New Jersey
$3.76K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
226
Elmwood Wealth Management
California
$1.43M – – –
AWM
227
Avitas Wealth Management
California
$1.41M -$16.6K -690 -1%
CT
228
Cambridge Trust
Massachusetts
$1.36M +$232K +9,636 +21%
KM
229
Kalos Management
Georgia
$1.35M -$122K -5,078 -8%
WANY
230
Wealthspire Advisors (New York)
New York
$1.35M +$503K +20,866 +59%
DWT
231
Dorsey & Whitney Trust
South Dakota
$1.33M -$1.12M -46,468 -46%
WC
232
Wealth CMT
New Jersey
$1.32M +$9.5K +394 +0.7%
RF
233
RHS Financial
California
$1.32M +$138K +5,702 +12%
CWM
234
Congress Wealth Management
Massachusetts
$1.32M +$60.7K +2,516 +5%
BDWCC
235
B&D White Capital Company
Texas
$1.32M -$1.13M -46,810 -46%
OC
236
Oppenheimer & Co
New York
$1.32M -$50.1K -2,078 -4%
TCM
237
Twele Capital Management
Minnesota
$1.31M -$5.45K -226 -0.4%
CAN
238
Cetera Advisor Networks
California
$1.31M +$747K +30,956 +133%
HIF
239
Hill Island Financial
Michigan
$1.29M +$9.46K +392 +0.7%
IA
240
Inspire Advisors
Idaho
$1.28M -$141K -5,862 -10%
WCFA
241
Walkner Condon Financial Advisors
Wisconsin
$1.26M +$1.26M +52,380 New
FFA
242
Farther Finance Advisors
California
$1.26M +$1.26M +52,260 New
CYG
243
Clean Yield Group
Vermont
$1.26M +$637K +26,398 +102%
CS
244
Comerica Securities
Michigan
$1.26M +$1.26M +52,066 New
HWM
245
HB Wealth Management
Georgia
$1.25M +$1.25M +51,910 New
Financial Engines Advisors
246
Financial Engines Advisors
California
$1.25M +$9.21K +382 +0.7%
LWAC
247
Laurel Wealth Advisors (California)
California
$1.24M +$2.75K +114 +0.2%
Baird Financial Group
248
Baird Financial Group
Wisconsin
$1.24M -$2.79M -115,542 -69%
WFS
249
Weitzel Financial Services
Iowa
$1.23M -$109K -4,512 -8%
US Bancorp
250
US Bancorp
Minnesota
$1.22M +$770K +31,942 +173%
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10
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