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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
1
Bank of America
North Carolina
$5.85B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$826M
3
SCM
3
SCS Capital Management
Massachusetts
$55.5M
4
Ameriprise
4
Ameriprise
Minnesota
$657M
5
LPL Financial
5
LPL Financial
California
$44.8M

Top Sellers

1
MLM
1
Mount Lucas Management
Pennsylvania
$0
2
CGFA
2
Colton Groome Financial Advisors
North Carolina
$0
3
TI
3
Tidal Investments
Wisconsin
$0
4
CSPIA
4
Cary Street Partners Investment Advisory
Virginia
$1.35M
5
MF
5
Manchester Financial
California
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFCP
401
Twin Focus Capital Partners
Massachusetts
$308K -$4.05K -166 -1%
WMR
402
Wealth Management Resources
Rhode Island
$307K +$307K +12,574 New
RPA
403
Rock Point Advisors
Vermont
$305K -$28.6K -1,176 -9%
Betterment LLC
404
Betterment LLC
New York
$305K +$25.6K +1,050 +9%
SFM
405
Signet Financial Management
New Jersey
$303K +$537 +22 +0.2%
CWM
406
Curi Wealth Management
North Carolina
$303K +$303K +12,412 New
BBNA
407
Bremer Bank National Association
Minnesota
$303K -$244K -9,998 -45%
CBFP
408
Cedar Brook Financial Partners
Ohio
$300K +$65.9K +2,700 +28%
LA
409
Latitude Advisors
Florida
$299K +$1.51K +62 +0.5%
RWM
410
Revisor Wealth Management
Ohio
$297K +$297K +12,182 New
ZIM
411
Zacks Investment Management
Illinois
$296K -$163K -6,682 -36%
CCM
412
Chilton Capital Management
Texas
$294K -$26.8K -1,100 -8%
FPAS
413
Focus Partners Advisor Solutions
Missouri
$293K +$293K +12,022 New
OC
414
Oppenheimer & Co
New York
$293K -$1.04M -42,726 -78%
FFM
415
Forum Financial Management
Illinois
$292K +$63.8K +2,616 +28%
OPS
416
Orion Portfolio Solutions
Nebraska
$289K +$289K +11,864 New
BCI
417
Brinker Capital Investments
Pennsylvania
$289K +$289K +11,864 New
AMIM
418
Aull & Monroe Investment Management
Alabama
$287K – – –
PWM
419
Pacific Wealth Management
California
$286K -$338K -13,860 -54%
FM
420
Foster & Motley
Ohio
$283K +$6.1K +250 +2%
EAM
421
Empirical Asset Management
Massachusetts
$279K +$146 +6 +0.1%
SFG
422
Sovereign Financial Group
Connecticut
$278K – – –
FAIM
423
Financial Advocates Investment Management
Washington
$278K -$230K -9,434 -45%
ECM
424
Exchange Capital Management
Michigan
$278K +$49 +2 +0%
SFP
425
Strategic Financial Partners
Oregon
$278K – – –
15 16
17
18 19