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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

527 hedge funds and large institutions have $7.07B invested in Schwab Short-Term US Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 177 increasing their positions, 232 reducing their positions, and 51 closing their positions.

Holders
527
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
9.11%
Holding in Top 10
72
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.86%
% of All Funds
1.25%
New
59
Increased
177
Reduced
232
Closed
51
Calls
$455K
Puts
–
Net Calls
+$455K
Net Calls Change
+$455K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.45B
2
Ameriprise
2
Ameriprise
Minnesota
$688M
3
Goldman Sachs
3
Goldman Sachs
New York
$79.6M
4
Jane Street
4
Jane Street
New York
$60.7M
5
CB
5
Commerce Bank
Missouri
$49.9M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$0
2
KFA
2
Krane Funds Advisors
New York
$10.4M
3
FEG
3
Fund Evaluation Group
Ohio
$59.5M
4
LPL Financial
4
LPL Financial
California
$9.06M
5
EEP
5
Edgehill Endowment Partners
Connecticut
$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MRCM
501
M&R Capital Management
New Jersey
$8K +$6.08K +272 +316%
TVWM
502
Tower View Wealth Management
Wisconsin
$7K – – –
HI
503
Hudock Inc
Pennsylvania
$6K – – –
LS
504
Leelyn Smith
Illinois
$6K – – –
Bessemer Group
505
Bessemer Group
New Jersey
$6K +$6K +258 New
CAM
506
Costello Asset Management
Pennsylvania
$5K – – –
BWM
507
BerganKDV Wealth Management
Minnesota
$5K – – –
WB
508
Webster Bank
Connecticut
$5K – – –
BCMLT
509
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K – – –
TRCT
510
Tower Research Capital (TRC)
New York
$5K +$5K +196 New
ANBT
511
American National Bank & Trust
Texas
$4K – – –
SPIA
512
Steward Partners Investment Advisory
New York
$4K +$1.47K +66 +58%
GI
513
Gradient Investments
Minnesota
$4K +$4K +156 New
AAP
514
Arax Advisory Partners
Colorado
$3K – – –
AW
515
Avion Wealth
Texas
$3K +$2.75K +108 +1,080%
FPFS
516
First Personal Financial Services
North Carolina
$3K +$3K +120 New
JFA
517
JNBA Financial Advisors
Minnesota
$2K – – –
CWC
518
Carolinas Wealth Consulting
North Carolina
$2K – – –
GWM
519
Geneos Wealth Management
Colorado
$2K +$2K +86 New
MOS
520
MGO One Seven
Ohio
$1.14K +$901 +37,342 +380%
TFA
521
Transamerica Financial Advisors
Florida
$1K -$5.5K -132 -85%
PWM
522
Provident Wealth Management
Tennessee
$1K – – –
MWA
523
Moser Wealth Advisors
Washington
$1K – – –
MCC
524
Money Concepts Capital
Florida
$1K +$1K +58 New
FA
525
Flagstar Advisors
New York
$389 +$389 +16 New
19 20
21
22 23