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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 %
TPW
276
Transatlantique Private Wealth
New York
$852K +$852K +34,932 New
CA
277
Cambridge Advisors
Nebraska
$838K -$24.4K -1,000 -3%
GCM
278
G2 Capital Management
Ohio
$813K -$1.77M -72,470 -69%
TWP
279
Tempus Wealth Planning
California
$808K -$168K -6,874 -17%
SG
280
Somerset Group
Minnesota
$801K -$5.71K -234 -0.7%
TW
281
TrinityPoint Wealth
Connecticut
$789K +$33K +1,352 +4%
WLIM
282
White Lighthouse Investment Management
Massachusetts
$770K -$81.2K -3,330 -10%
CGL
283
Clarius Group LLC
Washington
$759K -$72.8K -2,984 -9%
PS
284
Planned Solutions
California
$758K -$895K -36,696 -54%
1WM
285
1900 Wealth Management
Texas
$755K – – –
CT
286
Cambridge Trust
Massachusetts
$746K -$624K -25,594 -46%
Janney Montgomery Scott
287
Janney Montgomery Scott
Pennsylvania
$736K +$114K +4,668 +18%
CA
288
Callahan Advisors
Texas
$731K -$203K -8,338 -22%
RWA
289
Roberts Wealth Advisors
California
$729K -$927 -38 -0.1%
CAMG
290
CWA Asset Management Group
Florida
$729K -$757K -31,012 -51%
BPA
291
Beacon Pointe Advisors
California
$725K -$354K -14,492 -33%
NRI
292
NFP Retirement Inc
California
$713K -$264K -10,822 -27%
SAM
293
Summit Asset Management
Tennessee
$709K – – –
BAM
294
Bayshore Asset Management
Florida
$703K – – –
AIP
295
Almanack Investment Partners
Pennsylvania
$691K +$691K +28,306 New
BDF
296
Black Diamond Financial
Maryland
$683K -$24.1K -986 -3%
MSFS
297
Main Street Financial Solutions
Pennsylvania
$674K -$146 -6 -0%
SBH
298
Segall Bryant & Hamill
Illinois
$647K -$4.88K -200 -0.7%
VC
299
Veery Capital
Delaware
$638K +$42.9K +1,758 +7%
CFGS
300
Concourse Financial Group Securities
Alabama
$634K +$616K +25,256 +3,479%
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