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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 %
BPA
451
Beacon Pointe Advisors
California
$233K -$480K -19,988 -67%
PWP
452
Private Wealth Partners
California
$233K – – –
HA
453
Herold Advisors
New York
$232K +$232K +9,650 New
PMG
454
ProVise Management Group
Florida
$227K +$3.08K +128 +1%
MI
455
Moneywise Inc
Virginia
$226K -$38.4K -1,596 -14%
EFG
456
Ethos Financial Group
Pennsylvania
$226K – – –
LFA
457
Lauterbach Financial Advisors
Texas
$224K +$1.35K +56 +0.6%
FLPIM
458
F.L. Putnam Investment Management
Massachusetts
$220K +$220K +9,142 New
FPAS
459
Focus Partners Advisor Solutions
Missouri
$220K -$69.3K -2,884 -24%
SL
460
SWMG LLC
Texas
$219K – – –
IAA
461
Independent Advisor Alliance
North Carolina
$219K – – –
FAM
462
Family Asset Management
South Carolina
$216K -$90.6K -3,772 -30%
WKSWA
463
White Knight Strategic Wealth Advisors
New Jersey
$213K -$2.02K -84 -0.9%
SAMC
464
Spectrum Asset Management (California)
California
$212K +$212K +8,840 New
BDWCC
465
B&D White Capital Company
Texas
$211K +$211K +8,790 New
AL
466
ACAS LLC
California
$210K -$32.3K -1,344 -13%
BAMG
467
Brand Asset Management Group
Missouri
$210K +$1.59K +66 +0.8%
CIA
468
Cape Investment Advisory
Georgia
$204K +$12.1K +504 +6%
LCM
469
Logan Capital Management
Pennsylvania
$199K – – –
FGAM
470
Financial Gravity Asset Management
Texas
$197K -$4.11K -2 -2%
ACA
471
Atlas Capital Advisors
Wyoming
$196K +$13.7K +570 +8%
TCM
472
Tradewinds Capital Management
Washington
$194K +$1.3K +54 +0.7%
APCM
473
Alaska Permanent Capital Management
Alaska
$190K +$190K +7,900 New
WP
474
WealthShield Partners
North Carolina
$188K +$11.1K +460 +6%
AAM
475
Advisors Asset Management
Colorado
$176K +$102K +4,242 +138%
17 18
19
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