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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.

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
1
JPMorgan Chase & Co
New York
$1.95B
2
Bank of America
2
Bank of America
North Carolina
$5.89B
3
State Street
3
State Street
Massachusetts
$74.5M
4
GP
4
Greenline Partners
New York
$54M
5
CCA
5
Clearwater Capital Advisors
Illinois
$38.1M

Top Sellers

1
EEP
1
Edgehill Endowment Partners
Connecticut
$0
2
AA
2
Alesco Advisors
New York
$11.3M
3
CB
3
Commerce Bank
Missouri
$23.4M
4
DC
4
Davenport & Co
Virginia
$25.4M
5
HWA
5
Heartwood Wealth Advisors
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EK
26
Evensky & Katz
Florida
$35M 1,454,644 +236,926 +19%
FCA
27
FLC Capital Advisors
California
$34.3M 1,427,798 +77,240 +6%
UBS Group
28
UBS Group
Switzerland
$32.9M 1,368,126 +227,060 +20%
TCPWM
29
Traverso Chambers Private Wealth Management
California
$29.6M 1,233,096 +57,568 +5%
UCMOK
30
United Capital Management of KS
Kansas
$27.2M 1,132,716 +92,680 +9%
SGAM
31
Stephens Group Asset Management
Arkansas
$26M 1,082,000 +367,776 +51%
DC
32
Davenport & Co
Virginia
$25.4M 1,055,662 -1,015,916 -49%
HPA
33
High Probability Advisors
New York
$23.9M 995,462 +70,972 +8%
PCM
34
Passive Capital Management
Maryland
$23.8M 992,356 +115,030 +13%
AC
35
Apella Capital
Connecticut
$23.8M 989,992 +989,992 New
CB
36
Commerce Bank
Missouri
$23.4M 972,690 -1,336,290 -58%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$23.1M 963,156 -751,782 -44%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$21.5M 893,628 +67,770 +8%
AFG
39
Altiora Financial Group
Ohio
$21.3M 884,564 +5,558 +0.6%
LIM
40
Leavell Investment Management
Alabama
$18.1M 753,352 -22,264 -3%
WCF
41
West Coast Financial
California
$17.3M 721,360 +8,362 +1%
Wealthfront Advisers
42
Wealthfront Advisers
California
$17M 705,726 +661,662 +1,502%
CMP
43
Courage Miller Partners
Virginia
$16.4M 684,340 +1,020 +0.1%
AWE
44
Avidian Wealth Enterprises
Texas
$16.4M 683,264 +40,822 +6%
NFG
45
Northeast Financial Group
Pennsylvania
$16.3M 679,646 +109,372 +19%
RC
46
Roundview Capital
New Jersey
$15.9M 663,524 -14,362 -2%
Jane Street
47
Jane Street
New York
$15.9M 663,294 +663,294 New
MWP
48
Meridian Wealth Partners
Pennsylvania
$15.7M 653,956 +45,562 +7%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$15.4M 642,232 -138,542 -18%
MAM
50
Marotta Asset Management
Virginia
$15.2M 631,648 +631,648 New
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