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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

563 hedge funds and large institutions have $7.7B invested in Schwab Short-Term US Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 195 increasing their positions, 211 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+36
Holders Change %
+6.83%
% of All Funds
9.08%
Holding in Top 10
72
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.16%
New
99
Increased
195
Reduced
211
Closed
59
Calls
$15.4M
Puts
$19K
Net Calls
+$15.4M
Net Calls Change
+$14.9M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.31B
2
Charles Schwab
Charles Schwab
California
$160M
3
EEP
Edgehill Endowment Partners
Connecticut
$64.4M
4
Morgan Stanley
Morgan Stanley
New York
$80M
5
MLM
Mount Lucas Management
Pennsylvania
$35.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$527M
2
Goldman Sachs
Goldman Sachs
New York
$17.7M
3
Jane Street
Jane Street
New York
$0
4
Ameriprise
Ameriprise
Minnesota
$618M
5
QCMNJ
Quantum Capital Management (New Jersey)
New Jersey
$3.76K
Name Holding Trade Value Shares
Change 		Shares
Change %
MI
426
Moneywise Inc
Virginia
$264K -$173K -7,182 -40%
PMG
427
ProVise Management Group
Florida
$260K -$11.4K -472 -4%
WS
428
Wedbush Securities
California
$259K -$40.9K -1,696 -14%
EAM
429
Evanson Asset Management
California
$259K +$1.54K +64 +0.6%
EE
430
EWG Elevate
California
$256K +$1.21K +50 +0.5%
FWA
431
Freedom Wealth Alliance
Wisconsin
$254K +$254K +10,524 New
PWM
432
PBMares Wealth Management
Virginia
$253K – – –
AL
433
ACAS LLC
California
$253K +$253K +10,480 New
BIP
434
Blueprint Investment Partners
North Carolina
$241K -$44.6K -1,848 -16%
APWM
435
Atlas Private Wealth Management
New York
$239K +$239K +9,892 New
PWS
436
Paragon Wealth Strategies
Florida
$238K +$238K +9,872 New
RWM
437
Reston Wealth Management
Virginia
$238K -$95.4K -3,956 -29%
BCWM
438
Bartlett & Co Wealth Management
Ohio
$235K -$10.6K -438 -4%
BC
439
Bartlett & Co
Ohio
$235K -$10.6K -438 -4%
BWP
440
Balboa Wealth Partners
Arizona
$232K +$4.82K +200 +2%
CBFP
441
Cedar Brook Financial Partners
Ohio
$232K +$1.69K +70 +0.7%
FFM
442
Forum Financial Management
Illinois
$225K -$1M -41,504 -82%
CSIC
443
Clifford Swan Investment Counsel
California
$225K – – –
EFG
444
Ethos Financial Group
Pennsylvania
$224K +$224K +9,278 New
DWM
445
Darwin Wealth Management
Florida
$221K -$98.7K -4,068 -31%
IAA
446
Independent Advisor Alliance
North Carolina
$220K -$1.83K -76 -0.8%
TCM
447
Triumph Capital Management
Colorado
$219K +$7K +290 +3%
CIA
448
Capital Investment Advisors
Georgia
$216K -$44.2K -1,834 -17%
SL
449
SWMG LLC
Texas
$216K -$115K -4,772 -35%
GRP
450
Global Retirement Partners
California
$214K -$4.25K -176 -2%
16 17
18
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