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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.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+9
Holders Change %
+1.6%
% of All Funds
9.15%
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 %
PTC
476
Private Trust Company
Ohio
$121K +$121K +4,952 New
BAM
477
Belpointe Asset Management
Nevada
$121K +$21.3K +874 +21%
BTI
478
Blue Trust Inc
Georgia
$117K +$104K +4,312 +814%
BHWM
479
Beaird Harris Wealth Management
Texas
$108K +$7.42K +304 +7%
PAI
480
Pittenger & Anderson Inc
Nebraska
$107K +$67.2K +2,756 +167%
AIM
481
Anchor Investment Management
South Carolina
$106K – – –
LFG
482
Larson Financial Group
Missouri
$105K +$74.4K +3,050 +245%
CAL
483
Capital Analysts LLC
Pennsylvania
$101K -$16.7K -682 -14%
HGERS
484
Householder Group Estate & Retirement Specialist
Arizona
$100K +$100K +4,112 New
WP
485
WealthPLAN Partners
Nebraska
$99.2K +$99.2K +4,068 New
BWL
486
Bogart Wealth LLC
Virginia
$97K -$92.3K -3,782 -49%
ASN
487
Advisory Services Network
Georgia
$96.6K +$41.9K +1,718 +77%
SC
488
Schubert & Co
Texas
$96.2K +$35.6K +1,460 +59%
VNA
489
Valley National Advisers
Pennsylvania
$95K -$91.7K -3,788 -49%
FDCDDQ
490
Federation des caisses Desjardins du Quebec
Quebec, Canada
$94.3K – – –
RFG
491
RFP Financial Group
Georgia
$89.5K -$72.9K -2,988 -45%
SSB
492
Sandy Spring Bank
Maryland
$86.1K -$62.7K -2,568 -42%
PA
493
Parallel Advisors
California
$83K +$47.5K +1,946 +134%
AAM
494
Advisors Asset Management
Colorado
$75.2K +$75.2K +3,084 New
GIA
495
GHP Investment Advisors
Colorado
$69.5K – – –
FFA
496
Founders Financial Alliance
North Carolina
$69K -$5.51K -226 -7%
NSG
497
Nalls Sherbakoff Group
Tennessee
$63.7K +$63.7K +2,614 New
BAM
498
Baldrige Asset Management
Pennsylvania
$61K – – –
PCM
499
Perritt Capital Management
Illinois
$60.8K +$40.5K +1,660 +199%
FRA
500
Front Row Advisors
California
$56K – – –
18 19
20
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