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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 %
B
451
Bailard
California
$230K +$230K +9,420 New
FT
452
Fiduciary Trust
Massachusetts
$228K +$228K +9,362 New
PMG
453
ProVise Management Group
Florida
$228K -$35.7K -1,464 -14%
LFA
454
Lauterbach Financial Advisors
Texas
$227K +$227K +9,286 New
EFG
455
Ethos Financial Group
Pennsylvania
$226K – – –
SL
456
SWMG LLC
Texas
$223K +$4.54K +186 +2%
IAA
457
Independent Advisor Alliance
North Carolina
$222K – – –
WKSWA
458
White Knight Strategic Wealth Advisors
New Jersey
$218K -$53.3K -2,182 -20%
DWM
459
Darwin Wealth Management
Florida
$217K -$4.57K -188 -2%
BAMG
460
Brand Asset Management Group
Missouri
$211K +$781 +32 +0.4%
LCM
461
Logan Capital Management
Pennsylvania
$202K +$14.9K +610 +8%
TCM
462
Tradewinds Capital Management
Washington
$196K +$732 +30 +0.4%
ADL
463
Asset Dedication LLC
California
$195K – – –
CIA
464
Cape Investment Advisory
Georgia
$195K +$195K +7,974 New
ACA
465
Atlas Capital Advisors
Wyoming
$185K -$7.51K -308 -4%
WP
466
WealthShield Partners
North Carolina
$180K +$180K +7,382 New
CHA
467
Carmichael Hill & Associates
Maryland
$179K +$17.5K +718 +11%
VCM
468
Versant Capital Management
Arizona
$177K +$30.4K +1,246 +21%
AC
469
AlphaCore Capital
California
$177K +$177K +7,244 New
WBC
470
West Branch Capital
Massachusetts
$176K +$927 +38 +0.5%
LSA
471
Lansing Street Advisors
Pennsylvania
$170K +$829 +34 +0.5%
WT
472
Washington Trust
Rhode Island
$150K – – –
CFD
473
Creative Financial Designs
Indiana
$146K -$11.3K -462 -7%
LB
474
Legacy Bridge
Iowa
$137K -$45.5K -1,864 -25%
SIS
475
Sound Income Strategies
Florida
$121K -$17.6K -722 -13%
17 18
19
20 21