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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 %
PCWA
301
Pacific Capital Wealth Advisors
California
$629K – – –
WSTAM
302
Wilbanks Smith & Thomas Asset Management
Virginia
$628K -$402K -16,480 -39%
IMC Chicago
303
IMC Chicago
Illinois
$627K -$1.53M -62,720 -71%
LAIC
304
Lederer & Associates Investment Counsel
California
$627K -$23.6K -968 -4%
WPA
305
West Paces Advisors
Georgia
$623K -$455K -18,650 -42%
Prudential Financial
306
Prudential Financial
New Jersey
$610K -$13K -526 -2%
SA
307
Strategic Advisors
New York
$597K -$1.24M -50,920 -68%
VWA
308
Visionary Wealth Advisors
Illinois
$597K -$46.4K -1,900 -7%
GSWM
309
Greenup Street Wealth Management
Michigan
$596K -$33.2K -1,362 -5%
HA
310
HC Advisors
Georgia
$585K +$102K +4,170 +21%
PIMG
311
Patriot Investment Management Group
Tennessee
$577K -$66K -2,706 -10%
CAAS
312
Capital Asset Advisory Services
Michigan
$571K -$51.3K -2,102 -8%
EAM
313
Evanson Asset Management
California
$569K +$307K +12,602 +117%
PWA
314
Providence Wealth Advisors
Illinois
$562K -$8.37K -344 -1%
FF
315
Friedenthal Financial
New Jersey
$559K +$1.71K +70 +0.3%
BA
316
Bridge Advisory
California
$554K -$1.43M -58,472 -72%
RIA
317
Realta Investment Advisors
Delaware
$546K +$439 +18 +0.1%
WMWM
318
Whitaker-Myers Wealth Managers
Ohio
$543K +$26.1K +1,070 +5%
MAM
319
Marquette Asset Management
Minnesota
$537K – – –
TFA
320
Toth Financial Advisory
Virginia
$531K -$84.7K -3,474 -14%
PWA
321
Peterson Wealth Advisors
Utah
$531K +$531K +21,766 New
SIAG
322
Signet Investment Advisory Group
Rhode Island
$522K -$109K -4,476 -17%
BWM
323
Blossom Wealth Management
California
$521K -$29.7K -1,218 -5%
RIM
324
Rockbridge Investment Management
New York
$516K -$36.2K -1,482 -7%
Wealth Enhancement Advisory Services
325
Wealth Enhancement Advisory Services
Minnesota
$514K +$514K +21,070 New
11 12
13
14 15