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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 %
D
451
Diversified
Delaware
$211K +$211K +8,740 New
BAMG
452
Brand Asset Management Group
Missouri
$208K +$1.21K +50 +0.6%
HCM
453
Hilton Capital Management
New York
$206K – – –
RFN
454
RDA Financial Network
Iowa
$204K +$204K +8,468 New
ACM
455
Antonetti Capital Management
Florida
$202K -$48.2K -2,000 -19%
ADL
456
Asset Dedication LLC
California
$193K +$14.9K +620 +8%
TCM
457
Tradewinds Capital Management
Washington
$193K -$191K -7,904 -50%
ACA
458
Atlas Capital Advisors
Wyoming
$190K +$190K +7,896 New
BWL
459
Bogart Wealth LLC
Virginia
$187K +$30.8K +1,276 +20%
VNA
460
Valley National Advisers
Pennsylvania
$186K -$27K -1,118 -13%
LCM
461
Logan Capital Management
Pennsylvania
$185K – – –
LB
462
Legacy Bridge
Iowa
$180K – – –
WBC
463
West Branch Capital
Massachusetts
$173K +$1.25K +52 +0.7%
LSA
464
Lansing Street Advisors
Pennsylvania
$168K +$1.25K +52 +0.8%
RFG
465
RFP Financial Group
Georgia
$161K +$161K +6,658 New
CHA
466
Carmichael Hill & Associates
Maryland
$160K -$13.6K -564 -8%
CFD
467
Creative Financial Designs
Indiana
$156K -$238K -9,866 -60%
WT
468
Washington Trust
Rhode Island
$148K +$148K +6,146 New
SSB
469
Sandy Spring Bank
Maryland
$147K +$724 +30 +0.5%
VCM
470
Versant Capital Management
Arizona
$145K +$13.4K +556 +10%
FGAM
471
Financial Gravity Asset Management
Texas
$144K -$2.31M -1,536 -94%
SIS
472
Sound Income Strategies
Florida
$137K +$137K +5,674 New
RCC
473
Red Cedar Capital
Nebraska
$133K +$1.01K +42 +0.8%
MWM
474
MinichMacGregor Wealth Management
New York
$131K +$131K +5,414 New
CAL
475
Capital Analysts LLC
Pennsylvania
$116K +$116K +4,804 New
17 18
19
20 21