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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

573 hedge funds and large institutions have $10B invested in Schwab Short-Term US Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 209 increasing their positions, 224 reducing their positions, and 57 closing their positions.

Holders
573
Holders Change
-6
Holders Change %
-1.04%
% of All Funds
9.14%
Holding in Top 10
47
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.62%
% of All Funds
0.75%
New
56
Increased
209
Reduced
224
Closed
57
Calls
$412K
Puts
$5K
Net Calls
+$407K
Net Calls Change
-$627K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$116M
2
MWM
2
Merriman Wealth Management
Washington
$44.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$45M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$67M
5
TI
5
Tidal Investments
Wisconsin
$23.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.04B
2
Ameriprise
2
Ameriprise
Minnesota
$578M
3
HC
3
Hamilton Capital
Ohio
$3.35M
4
BIA
4
Bell Investment Advisors
California
$30.3K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$16.5M
Name Market Value Shares Shares
Change 		Shares
Change %
FEG
26
Fund Evaluation Group
Ohio
$35M 1,459,710 -479,892 -25%
FCA
27
FLC Capital Advisors
California
$33.9M 1,416,356 -11,442 -0.8%
BOPW
28
Brandywine Oak Private Wealth
Pennsylvania
$33.2M 1,386,868 -385,202 -22%
Jane Street
29
Jane Street
New York
$31.4M 1,310,100 +646,806 +98%
TCPWM
30
Traverso Chambers Private Wealth Management
California
$30.1M 1,258,294 +25,198 +2%
UCMOK
31
United Capital Management of KS
Kansas
$28.2M 1,179,316 +46,600 +4%
DC
32
Davenport & Co
Virginia
$25.4M 1,062,444 +6,782 +0.6%
HPA
33
High Probability Advisors
New York
$25.3M 1,058,600 +63,138 +6%
PCM
34
Passive Capital Management
Maryland
$23.9M 998,086 +5,730 +0.6%
TI
35
Tidal Investments
Wisconsin
$23.5M 982,142 +982,142 New
AC
36
Apella Capital
Connecticut
$23M 959,206 -30,786 -3%
FCI
37
Financial Counselors Inc
Kansas
$22.2M 926,978 +926,978 New
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$22.2M 926,392 +32,764 +4%
UBS Group
39
UBS Group
Switzerland
$22M 920,592 -447,534 -33%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$20.3M 847,674 -115,482 -12%
EK
41
Evensky & Katz
Florida
$20.1M 838,186 -616,458 -42%
AFG
42
Altiora Financial Group
Ohio
$19.6M 820,566 -63,998 -7%
GS
43
GTS Securities
New York
$19.5M 813,046 +754,304 +1,284%
Truist Financial
44
Truist Financial
North Carolina
$19.1M 797,012 +383,944 +93%
WCF
45
West Coast Financial
California
$18.1M 755,276 +33,916 +5%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$18M 752,940 +727,918 +2,909%
LIM
47
Leavell Investment Management
Alabama
$17.6M 736,144 -17,208 -2%
NFG
48
Northeast Financial Group
Pennsylvania
$17.5M 729,826 +50,180 +7%
CMP
49
Courage Miller Partners
Virginia
$17.3M 720,864 +36,524 +5%
AWE
50
Avidian Wealth Enterprises
Texas
$17.2M 716,704 +33,440 +5%
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