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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

572 hedge funds and large institutions have $10.6B invested in Schwab Short-Term US Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 210 increasing their positions, 213 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+9
Holders Change %
+1.6%
% of All Funds
9.15%
Holding in Top 10
58
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.44%
% of All Funds
0.93%
New
77
Increased
210
Reduced
213
Closed
54
Calls
$2.07M
Puts
$5K
Net Calls
+$2.06M
Net Calls Change
-$13.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$5.85B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$826M
3
SCM
3
SCS Capital Management
Massachusetts
$55.5M
4
Ameriprise
4
Ameriprise
Minnesota
$657M
5
LPL Financial
5
LPL Financial
California
$44.8M

Top Sellers

1
MLM
1
Mount Lucas Management
Pennsylvania
$0
2
CGFA
2
Colton Groome Financial Advisors
North Carolina
$0
3
TI
3
Tidal Investments
Wisconsin
$0
4
CSPIA
4
Cary Street Partners Investment Advisory
Virginia
$1.35M
5
MF
5
Manchester Financial
California
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
551
Bank of Montreal
Ontario, Canada
$6.98K -$7.81K -320 -53%
BWM
552
BerganKDV Wealth Management
Minnesota
$5.42K – – –
WB
553
Webster Bank
Connecticut
$5.42K – – –
BCMLT
554
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.37K – – –
HNB
555
Huntington National Bank
Ohio
$5.22K -$12.4K – –
CAM
556
Costello Asset Management
Pennsylvania
$4.59K – – –
HS
557
Horan Securities
United States
$4.15K +$4.15K +170 New
Commonwealth Equity Services
558
Commonwealth Equity Services
Massachusetts
$3.82K +$575 +23,564 +18%
QCMNJ
559
Quantum Capital Management (New Jersey)
New Jersey
$3.81K – – –
AAP
560
Arax Advisory Partners
Colorado
$3.41K – – –
CWP
561
Concord Wealth Partners
Virginia
$2.93K – – –
WFA
562
WestHill Financial Advisors
California
$2.68K +$2.68K +110 New
AIA
563
Armor Investment Advisors
North Carolina
$2.1K -$2.15K -88 -51%
SWG
564
Summit Wealth Group
Vermont
$2K +$2K +169,204 New
EI
565
Ellevest Inc
New York
$1.81K +$1.81K +74 New
TF
566
Tompkins Financial
New York
$1.46K +$1.46K +60 New
BAM
567
Bellevue Asset Management
Washington
$1.37K – – –
BlackRock
568
BlackRock
New York
$1.22K +$1.22K +50 New
TFA
569
Transamerica Financial Advisors
Florida
$1K – – –
PWM
570
Provident Wealth Management
Tennessee
$976 – – –
CT
571
Colonial Trust
South Carolina
$341 -$2.92K -120 -90%
GWSA
572
Global Wealth Strategies & Associates
Colorado
$78 – – –
2L
573
25 LLC
Missouri
$49 +$49 +2 New
MLM
574
Mount Lucas Management
Pennsylvania
– -$35.9M -1,488,058 Closed
CGFA
575
Colton Groome Financial Advisors
North Carolina
– -$33.8M -1,402,680 Closed
21 22
23
24 25