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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 %
IWM
351
IHT Wealth Management
Illinois
$448K -$231K -9,478 -34%
BJL
352
Brighton Jones LLC
Washington
$446K +$12.2K +502 +3%
WA
353
Win Advisors
Florida
$444K +$28.6K +1,174 +7%
FC
354
Financial Consulate
Maryland
$443K +$2.2K +90 +0.5%
SPA
355
Sentinel Pension Advisors
Massachusetts
$441K -$39.8K -1,628 -8%
EWA
356
EverSource Wealth Advisors
Alabama
$441K +$139K +5,712 +46%
SWA
357
SFMG Wealth Advisors
Texas
$433K -$98 -4 -0%
CMBA
358
C.M. Bidwell & Associates
Hawaii
$429K -$222K -9,108 -34%
IWN
359
Independent Wealth Network
Iowa
$429K -$30.2K -1,236 -7%
ATPW
360
Ashton Thomas Private Wealth
Arizona
$426K +$195 +8 +0%
VFIC
361
Valley Forge Investment Consultants
Pennsylvania
$422K +$81.4K +3,338 +24%
CF
362
Corrigan Financial
Rhode Island
$417K -$8.38M -343,598 -95%
MWM
363
MBE Wealth Management
Wisconsin
$409K -$16.1K -658 -4%
HFS
364
Howard Financial Services
Texas
$408K +$38.1K +1,562 +10%
RI
365
Ridgewood Investments
New Jersey
$407K – – –
NA
366
NewEdge Advisors
Louisiana
$407K -$32.1K -1,312 -7%
HNW
367
High Note Wealth
Minnesota
$399K – – –
PCA
368
Pallas Capital Advisors
Massachusetts
$399K – – –
HCM
369
Hengehold Capital Management
Ohio
$398K +$98 +4 +0%
WWM
370
Western Wealth Management
Colorado
$396K +$396K +16,222 New
LFA
371
Landmark Financial Advisors
Kentucky
$394K -$6.98K -286 -2%
FAM
372
Frontier Asset Management
Wyoming
$391K +$88.5K +3,628 +29%
ECM
373
Evergreen Capital Management
Washington
$390K +$38K +1,556 +11%
BWM
374
BCS Wealth Management
Tennessee
$389K +$30.9K +1,268 +9%
ACP
375
Aveo Capital Partners
Colorado
$387K +$387K +15,878 New
13 14
15
16 17