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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

572 hedge funds and large institutions have $10.6B invested in Schwab Short-Term US Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 210 increasing their positions, 213 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+9
Holders Change %
+1.6%
% of All Funds
9.15%
Holding in Top 10
58
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.44%
% of All Funds
0.93%
New
77
Increased
210
Reduced
213
Closed
54
Calls
$2.07M
Puts
$5K
Net Calls
+$2.06M
Net Calls Change
-$13.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$5.85B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$826M
3
SCM
SCS Capital Management
Massachusetts
$55.5M
4
Ameriprise
Ameriprise
Minnesota
$657M
5
LPL Financial
LPL Financial
California
$44.8M

Top Sellers

1
MLM
Mount Lucas Management
Pennsylvania
$0
2
CGFA
Colton Groome Financial Advisors
North Carolina
$0
3
TI
Tidal Investments
Wisconsin
$0
4
CSPIA
Cary Street Partners Investment Advisory
Virginia
$1.35M
5
MF
Manchester Financial
California
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DB
251
Dravo Bay
Delaware
$1.15M -$8.1K -332 -0.7%
RG
252
Retirement Group
California
$1.14M -$362K -14,836 -24%
AAS
253
Ameritas Advisory Services
Nebraska
$1.12M +$129K +5,316 +13%
EWA
254
EP Wealth Advisors
California
$1.11M +$1.11M +32,642 New
TF
255
Trek Financial
Arizona
$1.1M +$779K +31,928 +246%
William Blair & Company
256
William Blair & Company
Illinois
$1.08M +$534K +21,884 +97%
VIA
257
Vident Investment Advisory
Georgia
$1.08M +$1.08M +44,126 New
Wealthfront Advisers
258
Wealthfront Advisers
California
$1.07M +$1.07M +44,064 New
VA
259
Valmark Advisers
Ohio
$1.07M +$289K +11,852 +37%
IAS
260
IMA Advisory Services
Colorado
$1.05M -$27.1K -1,112 -3%
RF
261
RHS Financial
California
$1.04M -$297K -12,174 -22%
JWCA
262
J.W. Cole Advisors
Florida
$1.04M +$84K +3,444 +9%
PCIA
263
Prime Capital Investment Advisors
Kansas
$1.02M -$207K -8,474 -17%
DW
264
Domani Wealth
Pennsylvania
$1.02M +$49 +2 +0%
PWM
265
Perigon Wealth Management
California
$993K +$66.9K +2,744 +7%
GM
266
GeoWealth Management
Illinois
$954K +$954K +39,092 New
GCA
267
Genesee Capital Advisors
New York
$943K -$6.98K -286 -0.7%
NCM
268
Nelson Capital Management
California
$941K +$185K +7,594 +25%
LA
269
Lindenwold Advisors
Pennsylvania
$940K +$161K +6,612 +21%
WFS
270
Walker Financial Services
Kentucky
$932K – – –
FIC
271
Family Investment Center
Missouri
$921K +$2.83K +116 +0.3%
VVP
272
Venture Visionary Partners
Ohio
$870K +$49 +2 +0%
JWM
273
Janiczek Wealth Management
Colorado
$868K -$90K -3,698 -9%
DWT
274
Dorsey & Whitney Trust
South Dakota
$862K -$480K -19,682 -36%
GRP
275
Global Retirement Partners
California
$859K +$643K +26,350 +298%
9 10
11
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