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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 %
SBH
276
Segall Bryant & Hamill
Illinois
$675K – – –
MSFS
277
Main Street Financial Solutions
Pennsylvania
$665K -$15.3K -636 -2%
WP
278
WealthSource Partners
California
$650K -$1.11M -46,080 -63%
SIAG
279
Signet Investment Advisory Group
Rhode Island
$627K +$1.01K +42 +0.2%
CYG
280
Clean Yield Group
Vermont
$623K +$285K +11,800 +84%
FF
281
Friedenthal Financial
New Jersey
$591K -$22.3K -924 -4%
VC
282
Veery Capital
Delaware
$590K -$9.85K -408 -2%
FAIM
283
Financial Advocates Investment Management
Washington
$586K -$48.2K -2,000 -8%
CIR
284
Clear Investment Research
Georgia
$582K +$582K +24,124 New
SPIO
285
Seven Post Investment Office
California
$578K +$578K +23,962 New
MBFW
286
Morton Brown Family Wealth
Pennsylvania
$572K -$76.6K -3,174 -12%
AF
287
Allworth Financial
California
$572K +$572K +23,696 +394,933%
PWA
288
Providence Wealth Advisors
Illinois
$568K -$28.9K -1,206 -5%
FMC
289
First Merchants Corp
Indiana
$563K -$743K -30,820 -57%
CAN
290
Cetera Advisor Networks
California
$561K +$28.3K +1,174 +5%
RIA
291
Realta Investment Advisors
Delaware
$551K -$28.7K -1,188 -5%
RIM
292
Rockbridge Investment Management
New York
$551K -$34K -1,408 -6%
GLLW
293
Graves Light Lenhart Wealth
Virginia
$548K – – –
LOPW
294
Live Oak Private Wealth
North Carolina
$547K -$68.4K -2,838 -11%
WAM
295
Worth Asset Management
Texas
$533K +$464K +19,230 +673%
MAM
296
Marquette Asset Management
Minnesota
$531K – – –
UB
297
UMB Bank
Missouri
$528K -$58.2K -2,414 -10%
KAS
298
Kestra Advisory Services
Texas
$523K -$10.1M -416,580 -95%
DI
299
Diligent Investors
California
$521K -$29.7K -1,232 -5%
LJAC
300
L.J. Altfest & Co
New York
$519K +$1.11K +46 +0.2%
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