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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 %
CA
526
Cambridge Associates
Massachusetts
$19.5K -$2.37M -98,574 -99%
DAM
527
Delta Asset Management
Tennessee
$19.5K – – –
TCA
528
Trifecta Capital Advisors
Illinois
$18.7K +$18.7K +780 New
AIA
529
Arcadia Investment Advisors
Idaho
$18.1K – – –
CAS
530
Coppell Advisory Solutions
Texas
$17.5K +$17.5K +728 New
Franklin Resources
531
Franklin Resources
California
$16K – – –
NIC
532
Northwest Investment Counselors
Oregon
$14.7K -$5.43K -226 -27%
FHA
533
First Horizon Advisors
Tennessee
$14.3K – – –
DI
534
Disciplined Investments
Oklahoma
$13.9K – – –
AWM
535
Aspire Wealth Management
Massachusetts
$13.6K – – –
CI
536
Cordant Inc
Oregon
$12.6K -$7.74K -322 -38%
IGWM
537
ICA Group Wealth Management
Colorado
$12.6K +$12.6K +526 New
HR
538
Howe & Rusling
New York
$10.9K -$4.33K -180 -28%
BF
539
BOK Financial
Oklahoma
$9.85K – – –
GEA
540
Glen Eagle Advisors
New Jersey
$9.61K – – –
SIC
541
Salem Investment Counselors
North Carolina
$9.61K – – –
IPW
542
Impact Partnership Wealth
Georgia
$9.42K +$9.42K +392 New
MRCM
543
M&R Capital Management
New Jersey
$8.6K – – –
SPIA
544
Steward Partners Investment Advisory
New York
$8.27K -$3.03K -126 -27%
MWM
545
Mascoma Wealth Management
New Hampshire
$7.78K – – –
GWM
546
Guardian Wealth Management
Illinois
$7.51K -$385 -16 -5%
WIM
547
Westside Investment Management
California
$7.26K – – –
RFG
548
RFP Financial Group
Georgia
$6.87K -$81.3K -3,384 -92%
Citadel Advisors
549
Citadel Advisors
Florida
$6.68K -$29.8K -1,240 -82%
BTI
550
Blue Trust Inc
Georgia
$6K -$106K -4,582 -95%
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