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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

496 hedge funds and large institutions have $5.61B invested in Schwab Short-Term US Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 183 increasing their positions, 200 reducing their positions, and 65 closing their positions.

Holders
496
Holders Change
-25
Holders Change %
-4.8%
% of All Funds
7.85%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
0.81%
New
47
Increased
183
Reduced
200
Closed
65
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.35B
2
KFA
2
Krane Funds Advisors
New York
$74.1M
3
5L
3
55I LLC
Massachusetts
$59.4M
4
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$29.7M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$21.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$919M
2
FEG
2
Fund Evaluation Group
Ohio
$6.61M
3
EWA
3
ERTS Wealth Advisors
Michigan
$364K
4
WFA
4
WestHill Financial Advisors
California
$0
5
ACM
5
AlphaStar Capital Management
North Carolina
$17.1M
Name Market Value Shares Shares
Change 		Shares
Change %
MWP
26
Meridian Wealth Partners
Pennsylvania
$27.9M 1,125,080 +546,412 +94%
MIM
27
Morningstar Investment Management
Illinois
$26.1M 1,053,946 +84,828 +9%
LPL Financial
28
LPL Financial
California
$22.4M 902,606 +462,500 +105%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$22.3M 898,480 -47,708 -5%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$21.4M 863,146 +863,146 New
HWA
31
Heartwood Wealth Advisors
Virginia
$21.2M 854,010 +184,928 +28%
CMP
32
Courage Miller Partners
Virginia
$21.1M 852,060 +94,540 +12%
JWM
33
Jackson Wealth Management
Florida
$20.7M 837,402 +837,402 New
PCM
34
Passive Capital Management
Maryland
$20.7M 836,946 +28,644 +4%
Jane Street
35
Jane Street
New York
$19.7M 796,986 +205,816 +35%
FA
36
Faithward Advisors
Pennsylvania
$19.5M 786,004 -100,530 -11%
HPA
37
High Probability Advisors
New York
$19.4M 784,356 +784,356 New
RC
38
Roundview Capital
New Jersey
$19.3M 779,686 -48,174 -6%
UCFA
39
United Capital Financial Advisors
Texas
$18.5M 748,764 -105,032 -12%
IA
40
IFS Advisors
Kansas
$18M 726,394 +18,834 +3%
TFS
41
TrustCore Financial Services
Tennessee
$17.7M 714,768 +96,954 +16%
SGAM
42
Stephens Group Asset Management
Arkansas
$17.6M 711,524 +7,528 +1%
BSB
43
Bangor Savings Bank
Maine
$17.5M 708,260 +556,990 +368%
AWE
44
Avidian Wealth Enterprises
Texas
$17.3M 697,220 -171,704 -20%
ACM
45
AlphaStar Capital Management
North Carolina
$17.1M 688,816 -792,716 -54%
DW
46
Domani Wealth
Pennsylvania
$16.6M 671,942 -240,730 -26%
CIC
47
Carnegie Investment Counsel
Ohio
$16.4M 662,742 +1,274 +0.2%
MAM
48
Marotta Asset Management
Virginia
$16.2M 654,936 +7,906 +1%
HGWM
49
Harvest Group Wealth Management
Massachusetts
$15.8M 638,200 +638,200 New
LIM
50
Leavell Investment Management
Alabama
$15.7M 635,700 +23,516 +4%
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