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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

527 hedge funds and large institutions have $7.07B invested in Schwab Short-Term US Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 177 increasing their positions, 232 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
9.11%
Holding in Top 10
72
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.86%
% of All Funds
1.25%
New
59
Increased
177
Reduced
232
Closed
51
Calls
$455K
Puts
–
Net Calls
+$455K
Net Calls Change
+$455K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.45B
2
Ameriprise
Ameriprise
Minnesota
$688M
3
Goldman Sachs
Goldman Sachs
New York
$79.6M
4
Jane Street
Jane Street
New York
$60.7M
5
CB
Commerce Bank
Missouri
$49.9M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$0
2
KFA
Krane Funds Advisors
New York
$10.4M
3
FEG
Fund Evaluation Group
Ohio
$59.5M
4
LPL Financial
LPL Financial
California
$9.06M
5
EEP
Edgehill Endowment Partners
Connecticut
$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
376
Meridian Wealth Management
Kentucky
$299K +$299K +12,376 New
BAM
377
Belpointe Asset Management
Nevada
$295K +$69.8K +2,892 +31%
LA
378
Latitude Advisors
Florida
$292K +$1.06K +44 +0.4%
HIC
379
Hartline Investment Corp
Illinois
$292K +$292K +12,088 New
Citigroup
380
Citigroup
New York
$291K -$56K -2,324 -16%
KOC
381
Koss-Olinger Consulting
Florida
$288K +$870 +36 +0.3%
BIP
382
Blueprint Investment Partners
North Carolina
$286K -$1.27M -52,724 -82%
AMIM
383
Aull & Monroe Investment Management
Alabama
$284K -$7.97K -330 -3%
AP
384
Adero Partners
California
$279K -$1.54K -64 -0.5%
LFA
385
Lauterbach Financial Advisors
Texas
$279K +$26.6K +1,100 +11%
EAM
386
Empirical Asset Management
Massachusetts
$277K -$1.4K -58 -0.5%
SFG
387
Sovereign Financial Group
Connecticut
$275K -$33.3K -1,384 -11%
ECM
388
Exchange Capital Management
Michigan
$275K -$14.7K -608 -5%
SFP
389
Strategic Financial Partners
Oregon
$275K -$14.5K -600 -5%
CIM
390
Contravisory Investment Management
Massachusetts
$275K – – –
SA
391
SRH Advisors
Kansas
$273K – – –
SWP
392
Stratos Wealth Partners
Ohio
$272K -$43K -1,786 -14%
PMG
393
ProVise Management Group
Florida
$272K -$1.59K -66 -0.6%
DAC
394
Dividend Assets Capital
South Carolina
$265K – – –
AP
395
Appleton Partners
Massachusetts
$265K – – –
FM
396
Foster & Motley
Ohio
$264K +$19.7K +814 +8%
CIA
397
Capital Investment Advisors
Georgia
$261K +$919 +38 +0.4%
Wealthfront Advisers
398
Wealthfront Advisers
California
$261K +$261K +10,804 New
EAM
399
Evanson Asset Management
California
$258K -$267K -11,064 -51%
EE
400
EWG Elevate
California
$255K +$5.65K +234 +2%
14 15
16
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