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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 %
PWM
401
PBMares Wealth Management
Virginia
$253K – – –
VFIC
402
Valley Forge Investment Consultants
Pennsylvania
$253K +$27.9K +1,158 +12%
ACM
403
Antonetti Capital Management
Florida
$250K -$19.3K -800 -7%
PAS
404
Park Avenue Securities
New York
$246K -$2.28M -94,456 -90%
BC
405
Bartlett & Co
Ohio
$246K +$24.9K +1,030 +11%
BCWM
406
Bartlett & Co Wealth Management
Ohio
$246K +$24.9K +1,030 +11%
CF
407
Centaurus Financial
California
$244K +$33.4K +1,386 +16%
FWM
408
Finer Wealth Management
Massachusetts
$241K -$64K -2,648 -21%
MLA
409
My Legacy Advisors
Oregon
$238K -$328K -13,692 -58%
GHA
410
GW Henssler & Associates
Georgia
$231K – – –
AAS
411
Avantax Advisory Services
Texas
$231K +$231K +9,574 New
CBFP
412
Cedar Brook Financial Partners
Ohio
$230K +$30.1K +1,248 +15%
WI
413
WBI Investments
New Jersey
$228K -$25.7M -1,072,720 -99%
BWP
414
Balboa Wealth Partners
Arizona
$227K +$227K +9,420 New
CSIC
415
Clifford Swan Investment Counsel
California
$225K – – –
CSPAM
416
Cary Street Partners Asset Management
Virginia
$225K +$225K +9,338 New
IAA
417
Independent Advisor Alliance
North Carolina
$222K +$1.84K +76 +0.8%
GRP
418
Global Retirement Partners
California
$217K -$18.3K -762 -8%
LTL
419
Lowery Thomas LLC
California
$216K -$366K -15,130 -63%
DSAM
420
Dock Street Asset Management
Florida
$213K -$21.4K -890 -9%
VNA
421
Valley National Advisers
Pennsylvania
$212K -$444K -18,494 -68%
TCM
422
Triumph Capital Management
Colorado
$212K +$212K +8,776 New
BFG
423
Berger Financial Group
Minnesota
$211K – – –
RPG
424
Resource Planning Group
Georgia
$210K -$110K -4,540 -34%
BAMG
425
Brand Asset Management Group
Missouri
$207K +$434 +18 +0.2%
15 16
17
18 19