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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.

Holders
572
Holders Change
+9
Holders Change %
+1.6%
% of All Funds
9.16%
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 %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$34M +$1.26M +51,662 +4%
FCA
27
FLC Capital Advisors
California
$32.9M -$422K -17,304 -1%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$32.8M -$7.36M -302,066 -18%
EK
29
Evensky & Katz
Florida
$29.7M +$8.49M +347,902 +40%
TCPWM
30
Traverso Chambers Private Wealth Management
California
$28.7M +$121K +4,970 +0.4%
UBS Group
31
UBS Group
Switzerland
$27.8M -$9.74M -399,058 -26%
UCMOK
32
United Capital Management of KS
Kansas
$25.4M +$1.95M +79,922 +8%
HPA
33
High Probability Advisors
New York
$22.6M +$1.52M +62,440 +7%
AFG
34
Altiora Financial Group
Ohio
$21.4M +$203K +8,310 +1%
PCM
35
Passive Capital Management
Maryland
$21.4M +$492K +20,172 +2%
HWA
36
Heartwood Wealth Advisors
Virginia
$20.2M +$543K +22,266 +3%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$20.1M +$17.9M +735,602 +815%
I
38
INVST
Indiana
$19.9M -$48.3K -1,982 -0.2%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$19M +$6.99M +286,364 +58%
LIM
40
Leavell Investment Management
Alabama
$18.9M +$1.07M +44,066 +6%
Creative Planning
41
Creative Planning
Kansas
$18.7M +$3.94M +161,586 +27%
SGAM
42
Stephens Group Asset Management
Arkansas
$17.4M +$452K +18,516 +3%
WCF
43
West Coast Financial
California
$17.4M -$406K -16,656 -2%
CMP
44
Courage Miller Partners
Virginia
$16.7M +$424K +17,366 +3%
RC
45
Roundview Capital
New Jersey
$16.5M +$1.91M +78,242 +13%
AWE
46
Avidian Wealth Enterprises
Texas
$15.7M +$13M +532,370 +484%
BFG
47
Bouchey Financial Group
New York
$15.1M +$920K +37,702 +7%
MWP
48
Meridian Wealth Partners
Pennsylvania
$14.8M +$335K +13,748 +2%
CIA
49
Compass Ion Advisors
Pennsylvania
$14.6M -$18.7M -768,006 -56%
AWM
50
Avior Wealth Management
Nebraska
$14.6M +$564K +23,112 +4%
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