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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

579 hedge funds and large institutions have $11.8B invested in Schwab Short-Term US Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 224 increasing their positions, 212 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
9.13%
Holding in Top 10
52
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.34%
% of All Funds
0.82%
New
68
Increased
224
Reduced
212
Closed
56
Calls
$1.17M
Puts
$139K
Net Calls
+$1.03M
Net Calls Change
-$1.03M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.95B
2
Bank of America
Bank of America
North Carolina
$5.89B
3
State Street
State Street
Massachusetts
$74.5M
4
GP
Greenline Partners
New York
$54M
5
CCA
Clearwater Capital Advisors
Illinois
$38.1M

Top Sellers

1
EEP
Edgehill Endowment Partners
Connecticut
$0
2
AA
Alesco Advisors
New York
$11.3M
3
CB
Commerce Bank
Missouri
$23.4M
4
DC
Davenport & Co
Virginia
$25.4M
5
HWA
Heartwood Wealth Advisors
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
226
Savant Capital
Illinois
$1.35M +$997K +41,498 +283%
WANY
227
Wealthspire Advisors (New York)
New York
$1.35M – – –
CSPIA
228
Cary Street Partners Investment Advisory
Virginia
$1.34M +$7.79K +324 +0.6%
TCM
229
Twele Capital Management
Minnesota
$1.31M +$3.12K +130 +0.2%
HIF
230
Hill Island Financial
Michigan
$1.3M +$7.45K +310 +0.6%
PRS
231
Pinkerton Retirement Specialists
Idaho
$1.3M -$458K -19,066 -26%
CWM
232
Congress Wealth Management
Massachusetts
$1.29M -$23.1K -962 -2%
William Blair & Company
233
William Blair & Company
Illinois
$1.27M +$206K +8,568 +19%
CP
234
Capital Planning
Washington
$1.27M +$1.27M +52,850 New
B
235
Bensler
Washington
$1.24M -$190K -7,910 -13%
AWS
236
Arkfeld Wealth Strategies
Nebraska
$1.23M -$114K -4,736 -8%
Corient Private Wealth
237
Corient Private Wealth
Florida
$1.19M -$3.85K -160 -0.3%
DB
238
Dravo Bay
Delaware
$1.19M +$62.5K +2,602 +6%
LPAM
239
Lodestar Private Asset Management
California
$1.18M -$33.1K -1,378 -3%
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$1.17M -$434K -18,076 -27%
FCH
241
Freestone Capital Holdings
Washington
$1.16M -$85K -3,536 -7%
EWM
242
Elmwood Wealth Management
California
$1.16M -$264K -11,000 -19%
PCIA
243
Prime Capital Investment Advisors
Kansas
$1.15M +$149K +6,214 +15%
WWM
244
WT Wealth Management
Arizona
$1.15M -$2.41M -100,152 -68%
Citigroup
245
Citigroup
New York
$1.14M +$2.12K +88 +0.2%
VIA
246
Vident Investment Advisory
Georgia
$1.12M +$61.9K +2,574 +6%
WFS
247
Weitzel Financial Services
Iowa
$1.12M -$52.2K -2,172 -4%
Baird Financial Group
248
Baird Financial Group
Wisconsin
$1.12M -$88.7K -3,692 -7%
SIM
249
Studio Investment Management
Illinois
$1.09M +$1.07M +44,484 +4,673%
HWM
250
HB Wealth Management
Georgia
$1.08M -$143K -5,944 -12%
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