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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
+$1.14B
2
Bank of America
Bank of America
North Carolina
+$120M
3
State Street
State Street
Massachusetts
+$74.5M
4
GP
Greenline Partners
New York
+$45.7M
5
CCA
Clearwater Capital Advisors
Illinois
+$38.1M

Top Sellers

1
EEP
Edgehill Endowment Partners
Connecticut
-$61.4M
2
AA
Alesco Advisors
New York
-$35.8M
3
CB
Commerce Bank
Missouri
-$32.1M
4
DC
Davenport & Co
Virginia
-$24.4M
5
HWA
Heartwood Wealth Advisors
Virginia
-$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
276
OmniStar Financial Group
North Carolina
$848K -$399K -16,604 -32%
CFA
277
Cahill Financial Advisors
Minnesota
$847K +$469K +19,532 +124%
CGL
278
Clarius Group LLC
Washington
$844K +$95.9K +3,990 +13%
TPW
279
Transatlantique Private Wealth
New York
$829K -$10.3K -428 -1%
CA
280
Cambridge Advisors
Nebraska
$826K – – –
PWM
281
Perigon Wealth Management
California
$826K -$153K -6,362 -16%
TWP
282
Tempus Wealth Planning
California
$798K +$1.63K +68 +0.2%
SG
283
Somerset Group
Minnesota
$786K -$3.75K -156 -0.5%
GRP
284
Global Retirement Partners
California
$779K -$66.9K -2,786 -8%
TW
285
TrinityPoint Wealth
Connecticut
$776K -$1.49K -62 -0.2%
PSCM
286
Per Stirling Capital Management
Texas
$772K -$460K -19,142 -37%
SPIO
287
Seven Post Investment Office
California
$765K -$2.08M -86,512 -73%
TLFA
288
True Link Financial Advisors
California
$764K -$539K -22,446 -41%
RA
289
Riversedge Advisors
Delaware
$764K -$1.39M -57,952 -65%
WLIM
290
White Lighthouse Investment Management
Massachusetts
$759K – – –
RF
291
RHS Financial
California
$754K -$270K -11,234 -26%
PS
292
Planned Solutions
California
$748K +$1.73K +72 +0.2%
BJL
293
Brighton Jones LLC
Washington
$744K +$305K +12,680 +69%
VC
294
Veery Capital
Delaware
$716K +$87.2K +3,628 +14%
WSTAM
295
Wilbanks Smith & Thomas Asset Management
Virginia
$711K +$92.2K +3,838 +15%
CAMG
296
CWA Asset Management Group
Florida
$710K -$7.45K -310 -1%
WAM
297
Worth Asset Management
Texas
$708K -$1.42M -59,186 -67%
NCM
298
Nelson Capital Management
California
$706K -$221K -9,186 -24%
RWA
299
Roberts Wealth Advisors
California
$705K -$12.7K -528 -2%
UB
300
UMB Bank
Missouri
$686K +$215K +8,958 +46%
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