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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 %
LRPA
376
L. Roy Papp & Associates
Arizona
$386K – – –
CFA
377
Cahill Financial Advisors
Minnesota
$383K -$13.7K -560 -3%
JF
378
Joule Financial
Kentucky
$378K – – –
DE
379
Day & Ennis
Georgia
$378K -$49.4K -2,024 -12%
JFGLC
380
Johnson Financial Group LLC (Colorado)
Colorado
$371K +$371K +15,208 New
WP
381
WealthSource Partners
California
$368K -$176K -7,200 -32%
AWM
382
Adams Wealth Management
Utah
$368K +$368K +15,072 New
CCG
383
Ceeto Capital Group
Florida
$366K – – –
SC
384
Savant Capital
Illinois
$357K – – –
CNWM
385
Clay Northam Wealth Management
California
$356K +$356K +14,610 New
KAS
386
Kestra Advisory Services
Texas
$356K -$287K -11,786 -45%
AOWM
387
Alpha Omega Wealth Management
Virginia
$355K -$21K -860 -6%
LJAC
388
L.J. Altfest & Co
New York
$347K -$3.02K -124 -0.9%
CLG
389
Cooperman Leon G
$340K +$340K +13,942 New
FPCP
390
Fort Point Capital Partners
California
$340K +$340K +13,924 New
CFO
391
CVA Family Office
Colorado
$340K +$6.68K +274 +2%
TCM
392
Triumph Capital Management
Colorado
$338K +$117K +4,800 +53%
LA
393
LexAurum Advisors
Kansas
$332K -$122K -4,984 -27%
UWM
394
USAdvisors Wealth Management
Minnesota
$330K -$545K -22,354 -62%
MA
395
Modus Advisors
Minnesota
$320K -$111K -4,538 -26%
CCM
396
Crabel Capital Management
California
$319K -$407K -16,664 -56%
RW
397
REDW Wealth
New Mexico
$313K +$7.47K +306 +2%
WC
398
Waterloo Capital
Texas
$312K +$312K +12,798 New
FAM
399
Family Asset Management
South Carolina
$311K -$265K -10,878 -46%
EE
400
EWG Elevate
California
$309K +$49.9K +2,046 +19%
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16
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