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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.

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
1
Bank of America
North Carolina
$3.31B
2
Charles Schwab
2
Charles Schwab
California
$160M
3
EEP
3
Edgehill Endowment Partners
Connecticut
$64.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$80M
5
MLM
5
Mount Lucas Management
Pennsylvania
$35.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$527M
2
Goldman Sachs
2
Goldman Sachs
New York
$17.7M
3
Jane Street
3
Jane Street
New York
$0
4
Ameriprise
4
Ameriprise
Minnesota
$618M
5
QCMNJ
5
Quantum Capital Management (New Jersey)
New Jersey
$3.76K
Name Market Value Shares Shares
Change 		Shares
Change %
BSB
26
Bangor Savings Bank
Maine
$34.5M 1,429,310 -71,038 -5%
CGFA
27
Colton Groome Financial Advisors
North Carolina
$33.8M 1,402,680 -762,548 -35%
TI
28
Tidal Investments
Wisconsin
$33.3M 1,380,174 +1,380,174 New
FCA
29
FLC Capital Advisors
California
$33M 1,367,862 +750,344 +122%
CIA
30
Compass Ion Advisors
Pennsylvania
$33M 1,367,856 +60,908 +5%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$32.3M 1,341,132 +1,007,374 +302%
MF
32
Manchester Financial
California
$29.5M 1,224,718 +9,966 +0.8%
TCPWM
33
Traverso Chambers Private Wealth Management
California
$28.2M 1,170,558 +262,828 +29%
AC
34
Apella Capital
Connecticut
$26.4M 1,094,978 -111,680 -9%
UCMOK
35
United Capital Management of KS
Kansas
$23.2M 960,114 +938,806 +4,406%
CSPIA
36
Cary Street Partners Investment Advisory
Virginia
$21.5M 891,322 +13,312 +2%
AFG
37
Altiora Financial Group
Ohio
$21M 870,696 +870,696 New
EK
38
Evensky & Katz
Florida
$21M 869,816 +252,158 +41%
HPA
39
High Probability Advisors
New York
$20.8M 862,050 -14,808 -2%
PCM
40
Passive Capital Management
Maryland
$20.7M 857,154 +5,932 +0.7%
I
41
INVST
Indiana
$19.9M 817,544 +41,648 +5%
HWA
42
Heartwood Wealth Advisors
Virginia
$19.5M 807,612 -61,224 -7%
TFS
43
TrustCore Financial Services
Tennessee
$19.1M 793,124 -56,412 -7%
IA
44
IFS Advisors
Kansas
$18M 744,684 +30,778 +4%
Goldman Sachs
45
Goldman Sachs
New York
$17.7M 733,076 -2,566,614 -78%
LIM
46
Leavell Investment Management
Alabama
$17.6M 731,550 -5,154 -0.7%
WCF
47
West Coast Financial
California
$17.6M 729,654 -212,932 -23%
SGAM
48
Stephens Group Asset Management
Arkansas
$16.8M 695,708 -12,284 -2%
LA
49
LVW Advisors
New York
$16.8M 694,942 +294,868 +74%
CMP
50
Courage Miller Partners
Virginia
$16.1M 665,954 -174,744 -21%
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