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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

579 hedge funds and large institutions have $11.8B invested in Schwab Short-Term US Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 224 increasing their positions, 212 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
9.13%
Holding in Top 10
52
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.34%
% of All Funds
0.82%
New
68
Increased
224
Reduced
212
Closed
56
Calls
$1.17M
Puts
$139K
Net Calls
+$1.03M
Net Calls Change
-$1.03M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.95B
2
Bank of America
Bank of America
North Carolina
$5.89B
3
State Street
State Street
Massachusetts
$74.5M
4
GP
Greenline Partners
New York
$54M
5
CCA
Clearwater Capital Advisors
Illinois
$38.1M

Top Sellers

1
EEP
Edgehill Endowment Partners
Connecticut
$0
2
AA
Alesco Advisors
New York
$11.3M
3
CB
Commerce Bank
Missouri
$23.4M
4
DC
Davenport & Co
Virginia
$25.4M
5
HWA
Heartwood Wealth Advisors
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
426
Waterloo Capital
Texas
$269K -$38.7K -1,610 -13%
SCM
427
Seascape Capital Management
New Hampshire
$268K +$912 +38 +0.3%
DAC
428
Dividend Assets Capital
South Carolina
$264K – – –
KPWS
429
Kestra Private Wealth Services
Texas
$260K +$13K +540 +5%
PIA
430
Perennial Investment Advisors
California
$259K +$259K +10,776 New
GFG
431
Goldstone Financial Group
Illinois
$258K +$24.3K +1,010 +10%
NB
432
Nicolet Bankshares
Wisconsin
$256K +$256K +10,640 New
CPIG
433
Chicago Partners Investment Group
Illinois
$256K +$256K +10,674 New
BCWM
434
Bartlett & Co Wealth Management
Ohio
$255K +$577 +24 +0.2%
BC
435
Bartlett & Co
Ohio
$255K +$576 +24 +0.2%
PWM
436
PBMares Wealth Management
Virginia
$252K – – –
AP
437
Appleton Partners
Massachusetts
$250K -$7.74K -322 -3%
SPW
438
Sonoma Private Wealth
California
$247K – – –
CRI
439
Colonial River Investments
Virginia
$246K – – –
PCS
440
Personal CFO Solutions
New Jersey
$244K +$5.53K +230 +2%
FWA
441
Freedom Wealth Alliance
Wisconsin
$243K -$2.41K -100 -1%
MWM
442
Modera Wealth Management
New Jersey
$243K +$243K +10,096 New
MCM
443
Mengis Capital Management
Oregon
$242K +$242K +10,080 New
FFM
444
Forum Financial Management
Illinois
$242K -$45.8K -1,906 -16%
RJT
445
Raymond James Trust
Florida
$241K +$241K +10,012 New
AWM
446
Avaii Wealth Management
Wisconsin
$241K -$28.7K -1,196 -11%
FPCP
447
Fort Point Capital Partners
California
$238K -$96.9K -4,034 -29%
LFS
448
Lutz Financial Services
Nebraska
$237K -$204K -8,492 -46%
RWM
449
Reston Wealth Management
Virginia
$237K +$237K +9,848 New
LA
450
LexAurum Advisors
Kansas
$236K -$90.6K -3,772 -28%
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