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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.

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

Top Sellers

1
EEP
Edgehill Endowment Partners
Connecticut
$0
2
AA
Alesco Advisors
New York
$11.3M
3
CB
Commerce Bank
Missouri
$23.4M
4
DC
Davenport & Co
Virginia
$25.4M
5
HWA
Heartwood Wealth Advisors
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
476
AlphaCore Capital
California
$176K +$1.54K +64 +0.9%
WBC
477
West Branch Capital
Massachusetts
$175K +$1.54K +64 +0.9%
LSA
478
Lansing Street Advisors
Pennsylvania
$163K -$4.47K -186 -3%
CHA
479
Carmichael Hill & Associates
Maryland
$145K -$32K -1,332 -18%
VCM
480
Versant Capital Management
Arizona
$135K -$39.1K -1,628 -22%
FA
481
Faithward Advisors
Pennsylvania
$130K -$136K -5,660 -51%
WT
482
Washington Trust
Rhode Island
$130K -$17.9K -746 -12%
WP
483
WealthPLAN Partners
Nebraska
$127K +$29.6K +1,232 +30%
SIS
484
Sound Income Strategies
Florida
$119K – – –
PTC
485
Private Trust Company
Ohio
$115K -$3.7K -154 -3%
LB
486
Legacy Bridge
Iowa
$111K -$24K -1,000 -18%
PAI
487
Pittenger & Anderson Inc
Nebraska
$106K – – –
AIM
488
Anchor Investment Management
South Carolina
$104K – – –
LFG
489
Larson Financial Group
Missouri
$103K +$288 +12 +0.3%
CAL
490
Capital Analysts LLC
Pennsylvania
$99K – – –
FFA
491
Founders Financial Alliance
North Carolina
$97.6K +$29.7K +1,236 +44%
TFP
492
Tilia Fiduciary Partners
North Carolina
$95.7K +$67.2K +2,798 +236%
FDCDDQ
493
Federation des caisses Desjardins du Quebec
Quebec, Canada
$92.9K – – –
ADL
494
Asset Dedication LLC
California
$92K -$101K -4,184 -52%
VNA
495
Valley National Advisers
Pennsylvania
$84K -$10.3K -430 -11%
Fidelity Investments
496
Fidelity Investments
Massachusetts
$78.2K +$70.7K +2,940 +942%
SSB
497
Sandy Spring Bank
Maryland
$74.2K -$10.6K -442 -13%
Bank of Montreal
498
Bank of Montreal
Ontario, Canada
$72.5K +$65.6K +2,724 +952%
PA
499
Parallel Advisors
California
$66.5K -$15.2K -634 -19%
BWL
500
Bogart Wealth LLC
Virginia
$66.4K -$29.1K -1,212 -30%
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