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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 %
HCP
326
Hexagon Capital Partners
Arkansas
$513K -$7.61K -312 -1%
HSA
327
HBK Sorce Advisory
Pennsylvania
$499K -$431K -17,662 -46%
FW
328
FirstPurpose Wealth
Utah
$498K +$113K +4,630 +29%
RFA
329
Resurgent Financial Advisors
Georgia
$498K -$543K -22,246 -52%
NCM
330
Northwest Capital Management
Oregon
$493K -$12K -490 -2%
GFP
331
Guardian Financial Partners
California
$484K +$11.8K +482 +2%
FWM
332
Focused Wealth Management
New York
$484K – – –
FTS
333
Fifth Third Securities
Ohio
$482K -$90K -3,688 -16%
MBFW
334
Morton Brown Family Wealth
Pennsylvania
$480K -$79.4K -3,254 -14%
UB
335
UMB Bank
Missouri
$478K -$38.7K -1,586 -7%
CIP
336
Capital Insight Partners
Arizona
$477K -$236K -9,680 -33%
LOPW
337
Live Oak Private Wealth
North Carolina
$473K -$51.7K -2,118 -10%
AAS
338
Avantax Advisory Services
Texas
$471K -$2.88M -117,894 -86%
DI
339
Diligent Investors
California
$466K -$56.1K -2,298 -11%
NWMG
340
National Wealth Management Group
Ohio
$465K +$465K +19,096 New
WAM
341
Weatherly Asset Management
California
$464K – – –
EP
342
Eudaimonia Partners
Tennessee
$460K -$2.81M -115,370 -86%
SWA
343
Sightline Wealth Advisors
Connecticut
$458K -$62.4K -2,558 -12%
CCM
344
Coldstream Capital Management
Washington
$456K -$5.95K -244 -1%
AWM
345
Accurate Wealth Management
Florida
$454K -$230K -9,428 -34%
BCP
346
Blackhawk Capital Partners
Wisconsin
$453K -$4.75M -194,898 -91%
JCM
347
Jacobsen Capital Management
Utah
$451K +$9.71K +398 +2%
NCM
348
Northland Capital Management
Minnesota
$450K +$450K +18,440 New
PFGIA
349
Patriot Financial Group Insurance Agency
Massachusetts
$450K +$167K +6,836 +59%
LFS
350
Lutz Financial Services
Nebraska
$448K -$157K -6,440 -26%
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