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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

563 hedge funds and large institutions have $7.7B invested in Schwab Short-Term US Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 195 increasing their positions, 211 reducing their positions, and 59 closing their positions.

Holders
563
Holders Change
+36
Holders Change %
+6.83%
% of All Funds
9.08%
Holding in Top 10
72
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.16%
New
99
Increased
195
Reduced
211
Closed
59
Calls
$15.4M
Puts
$19K
Net Calls
+$15.4M
Net Calls Change
+$14.9M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.31B
2
Charles Schwab
2
Charles Schwab
California
$160M
3
EEP
3
Edgehill Endowment Partners
Connecticut
$64.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$80M
5
MLM
5
Mount Lucas Management
Pennsylvania
$35.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$527M
2
Goldman Sachs
2
Goldman Sachs
New York
$17.7M
3
Jane Street
3
Jane Street
New York
$0
4
Ameriprise
4
Ameriprise
Minnesota
$618M
5
QCMNJ
5
Quantum Capital Management (New Jersey)
New Jersey
$3.76K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
551
Concord Wealth Partners
Virginia
$2.89K +$2.89K +120 New
GWM
552
Geneos Wealth Management
Colorado
$2.07K – – –
AW
553
Avion Wealth
Texas
$2K – – –
MWA
554
Moser Wealth Advisors
Washington
$1.46K – – –
BAM
555
Bellevue Asset Management
Washington
$1.35K -$43.5K -1,802 -97%
IWP
556
IAG Wealth Partners
Wisconsin
$1.21K +$1.21K +50 New
TFA
557
Transamerica Financial Advisors
Florida
$1K – – –
PWM
558
Provident Wealth Management
Tennessee
$965 – – –
CAS
559
Coppell Advisory Solutions
Texas
$386 +$386 +16 New
CASC
560
Coppell Advisory Solutions Corp
Texas
$386 +$386 +16 New
CA
561
CoreCap Advisors
Michigan
$241 +$241 +10 New
CTC
562
Central Trust Company
Missouri
$146 -$56.3K -2,312 -100%
GWSA
563
Global Wealth Strategies & Associates
Colorado
$77 +$77 +4 New
WIM
564
Westside Investment Management
California
$7 – – –
Jane Street
565
Jane Street
New York
– -$60.7M -2,517,074 Closed
RWP
566
Reliant Wealth Planning
Kentucky
– -$36.3M -1,504,656 Closed
PPW
567
Pasadena Private Wealth
California
– -$21.6M -895,018 Closed
JFGLC
568
Johnson Financial Group LLC (Colorado)
Colorado
– -$11.4M -470,888 Closed
APW
569
Aurora Private Wealth
New Jersey
– -$7.74M -320,846 Closed
DI
570
DAGCO Inc
Ohio
– -$3.25M -134,652 Closed
LWM
571
Lionsbridge Wealth Management
Florida
– -$2.96M -122,646 Closed
CPC
572
Consolidated Planning Corp
Georgia
– -$2.92M -121,058 Closed
JWM
573
JFG Wealth Management
Colorado
– -$2.19M -90,752 Closed
CPO
574
Cerity Partners OCIO
New York
– -$1.99M -82,274 Closed
IC
575
IEQ Capital
California
– -$1.63M -67,456 Closed
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