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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 %
Bank of Montreal
526
Bank of Montreal
Ontario, Canada
$13 +$3 +120 +30%
WIM
527
Westside Investment Management
California
$7 – – –
Franklin Resources
528
Franklin Resources
California
– -$141M -5,752,460 Closed
OAM
529
Oak Asset Management
California
– -$20.9M -848,998 Closed
SIM
530
Sterling Investment Management
Arizona
– -$18.7M -759,466 Closed
UCIG
531
Ulrich Consultants & Investment Group
New Mexico
– -$16.1M -653,800 Closed
CWM
532
Chicago Wealth Management
Illinois
– -$12.5M -507,562 Closed
CCWA
533
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$5.35M -217,682 Closed
IMC Chicago
534
IMC Chicago
Illinois
– -$4.79M -194,906 Closed
IAIM
535
International Assets Investment Management
Florida
– -$1.77K -67,680 Closed
SCA
536
STALEY CAPITAL ADVISERS
Pennsylvania
– -$1.19M -48,530 Closed
FOA
537
Five Oceans Advisors
California
– -$849K -34,510 Closed
UC
538
Unio Capital
New Jersey
– -$833K -33,852 Closed
LHWM
539
Lake Hills Wealth Management
Texas
– -$823K -33,462 Closed
CAAS
540
Capital Asset Advisory Services
Michigan
– -$599K -24,350 Closed
NB
541
Nicolet Bankshares
Wisconsin
– -$495K -20,116 Closed
DWM
542
Destination Wealth Management
California
– -$453K -18,430 Closed
SWM
543
Silverlake Wealth Management
Vermont
– -$429K -17,438 Closed
Janney Montgomery Scott
544
Janney Montgomery Scott
Pennsylvania
– -$419K -17,090 Closed
ALWM
545
Andrews Lucia Wealth Management
California
– -$381K -15,388 Closed
RFN
546
RDA Financial Network
Iowa
– -$359K -14,600 Closed
FCH
547
Freestone Capital Holdings
Washington
– -$359K -14,594 Closed
AIM
548
AMI Investment Management
Indiana
– -$354K -14,388 Closed
TWP
549
Total Wealth Planning
Ohio
– -$344K -13,978 Closed
SWM
550
Shelton Wealth Management
Texas
– -$314K -12,750 Closed
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