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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 %
SF
501
Safeguard Financial
Wisconsin
$65K +$65K +2,714 New
NSG
502
Nalls Sherbakoff Group
Tennessee
$63.3K – – –
PCM
503
Perritt Capital Management
Illinois
$59.9K – – –
FRA
504
Front Row Advisors
California
$55K – – –
MFA
505
Morling Financial Advisors
California
$48.3K – – –
EWM
506
Evermay Wealth Management
Virginia
$48.1K – – –
CCP
507
Clarkston Capital Partners
Michigan
$43.9K -$4.52K -188 -9%
SWA
508
Sutton Wealth Advisors
Florida
$43.3K +$43.3K +1,800 New
HI
509
Hendershot Investments
Virginia
$40.7K – – –
GJIA
510
Glass Jacobson Investment Advisors
Maryland
$38.5K +$38.5K +1,604 New
SCA
511
Stonebridge Capital Advisors
Minnesota
$38.5K +$7.74K +322 +25%
LWANC
512
Laurel Wealth Advisors (North Carolina)
North Carolina
$38.2K – – –
CTC
513
Central Trust Company
Missouri
$36.8K -$1.2K -50 -3%
WWM
514
Wagner Wealth Management
South Carolina
$34.2K +$2.21K +92 +7%
LWCFA
515
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$33.6K +$33.6K +1,398 New
AWM
516
AllSquare Wealth Management
New York
$31.3K – – –
SWM
517
Spire Wealth Management
Virginia
$29.5K – – –
PFBT
518
Parkside Financial Bank & Trust
Missouri
$22.7K – – –
IRC
519
Investors Research Corp
Georgia
$22.3K – – –
Deutsche Bank
520
Deutsche Bank
Germany
$22K +$22K +916 New
BHWM
521
Beaird Harris Wealth Management
Texas
$21.7K -$85.1K -3,542 -80%
PK
522
Pflug Koory
Nebraska
$21.6K – – –
NFSG
523
Newbridge Financial Services Group
Florida
$20.8K – – –
MCA
524
Maryland Capital Advisors
Maryland
$20.5K – – –
BBPWM
525
Blue Bell Private Wealth Management
Pennsylvania
$20.3K +$20.3K +844 New
19 20
21
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