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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

526 hedge funds and large institutions have $6.46B invested in Schwab Short-Term US Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 168 increasing their positions, 219 reducing their positions, and 48 closing their positions.

Holders
526
Holders Change
+30
Holders Change %
+6.05%
% of All Funds
8.89%
Holding in Top 10
70
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+37.25%
% of All Funds
1.18%
New
80
Increased
168
Reduced
219
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.84B
2
FEG
2
Fund Evaluation Group
Ohio
$100M
3
MIM
3
Morningstar Investment Management
Illinois
$79.8M
4
HC
4
Hamilton Capital
Ohio
$78.6M
5
Franklin Resources
5
Franklin Resources
California
$141M

Top Sellers

1
TCM
1
Tradewinds Capital Management
Washington
$713K
2
5L
2
55I LLC
Massachusetts
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$876M
4
JWM
4
Jackson Wealth Management
Florida
$0
5
Jane Street
5
Jane Street
New York
$1.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
26
Compass Ion Advisors
Pennsylvania
$32.6M +$32.6M +1,326,726 New
AC
27
Apella Capital
Connecticut
$31.7M -$1.51M -61,430 -5%
REMPR
28
Roof Eidam Maycock Peralta (REMP)
California
$29.6M +$98.2K +3,994 +0.3%
TCPWM
29
Traverso Chambers Private Wealth Management
California
$29.3M -$1.54M -62,522 -5%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$28.3M +$6.2M +252,226 +28%
BIA
31
Bell Investment Advisors
California
$26.9M +$26.9M +1,092,396 New
WI
32
WBI Investments
New Jersey
$26.5M +$26.2M +1,070,146 +8,843%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$23.5M +$2.28M +92,552 +11%
CSPIA
34
Cary Street Partners Investment Advisory
Virginia
$22.1M +$21.8M +885,006 +6,828%
HWA
35
Heartwood Wealth Advisors
Virginia
$21.3M +$324K +13,178 +2%
BSB
36
Bangor Savings Bank
Maine
$20.9M +$3.49M +141,888 +20%
CMP
37
Courage Miller Partners
Virginia
$20.9M -$75.3K -3,062 -0.4%
OAM
38
Oak Asset Management
California
$20.9M +$20.9M +848,998 New
WCF
39
West Coast Financial
California
$20.7M +$8.54M +347,204 +70%
PCM
40
Passive Capital Management
Maryland
$20.7M +$77.4K +3,148 +0.4%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$20.1M +$8.63M +351,038 +75%
HPA
42
High Probability Advisors
New York
$19.9M +$579K +23,534 +3%
RC
43
Roundview Capital
New Jersey
$19M -$209K -8,508 -1%
SIM
44
Sterling Investment Management
Arizona
$18.7M +$6.76M +274,680 +57%
IA
45
IFS Advisors
Kansas
$18M +$163K +6,644 +0.9%
GCM
46
G2 Capital Management
Ohio
$17.9M +$7.35M +298,852 +69%
CB
47
Commerce Bank
Missouri
$17.9M +$17.6M +716,460 +7,638%
MAM
48
Marotta Asset Management
Virginia
$16.9M +$738K +29,962 +5%
SGAM
49
Stephens Group Asset Management
Arkansas
$16.8M -$787K -31,940 -4%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$16.7M +$2.48M +100,846 +17%
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