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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 %
PSCM
251
Per Stirling Capital Management
Texas
$1.21M +$1.21M +50,354 New
PCIA
252
Prime Capital Investment Advisors
Kansas
$1.21M +$188K +7,780 +18%
Bank of New York Mellon
253
Bank of New York Mellon
New York
$1.17M +$272K +11,272 +30%
DG
254
DMC Group
Alabama
$1.15M +$75.3K +3,116 +7%
Citigroup
255
Citigroup
New York
$1.15M +$856K +35,494 +294%
DB
256
Dravo Bay
Delaware
$1.14M +$3.38K +140 +0.3%
FANJ
257
Financial Architects (New Jersey)
New Jersey
$1.14M -$371K -15,390 -25%
Corient Private Wealth
258
Corient Private Wealth
Florida
$1.13M +$1.13M +12,880 New
BPA
259
Beacon Pointe Advisors
California
$1.07M +$579 +24 +0.1%
WPA
260
West Paces Advisors
Georgia
$1.07M +$388K +16,080 +57%
IAS
261
IMA Advisory Services
Colorado
$1.06M -$6.03K -250 -0.6%
RFA
262
Resurgent Financial Advisors
Georgia
$1.03M -$998K -41,376 -49%
CA
263
Calton & Associates
Florida
$1.03M +$1.03M +42,558 New
WSTAM
264
Wilbanks Smith & Thomas Asset Management
Virginia
$1.02M +$868 +36 +0.1%
DW
265
Domani Wealth
Pennsylvania
$1.01M -$271K -11,234 -21%
IFA
266
Index Fund Advisors
California
$987K – – –
AAS
267
Ameritas Advisory Services
Nebraska
$987K +$79.5K +3,298 +9%
NRI
268
NFP Retirement Inc
California
$966K +$130K +5,408 +16%
TWP
269
Tempus Wealth Planning
California
$965K -$265K -10,972 -22%
JWM
270
Janiczek Wealth Management
Colorado
$956K -$21.5K -884 -2%
IFS
271
Ifrah Financial Services
Arkansas
$949K -$13.1K -542 -1%
JWCA
272
J.W. Cole Advisors
Florida
$944K -$16.8K -696 -2%
GCA
273
Genesee Capital Advisors
New York
$939K +$5.45K +226 +0.6%
WFS
274
Walker Financial Services
Kentucky
$932K -$10.2M -419,944 -92%
II
275
Inspire Investing
Idaho
$927K +$62.2K +2,580 +7%
9 10
11
12 13