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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 %
BWM
551
BerganKDV Wealth Management
Minnesota
$5.34K – – –
WB
552
Webster Bank
Connecticut
$5.34K – – –
HNB
553
Huntington National Bank
Ohio
$5.14K -$5.22K – –
BCMLT
554
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K -$288 -12 -5%
CTWM
555
Cherry Tree Wealth Management
Minnesota
$4.9K +$4.9K +204 New
OC
556
Oakworth Capital
Alabama
$4.71K +$4.71K +196 New
CAM
557
Costello Asset Management
Pennsylvania
$4.52K – – –
HS
558
Horan Securities
United States
$4.12K +$48 +2 +1%
GWM
559
GSB Wealth Management
Connecticut
$3.9K -$249K -10,350 -98%
QCMNJ
560
Quantum Capital Management (New Jersey)
New Jersey
$3.75K – – –
AAP
561
Arax Advisory Partners
Colorado
$3.39K – – –
CWP
562
Concord Wealth Partners
Virginia
$2.88K – – –
KTC
563
Kistler-Tiffany Companies
Pennsylvania
$2.74K +$2.74K +114 New
WFA
564
WestHill Financial Advisors
California
$2.64K – – –
WWP
565
WR Wealth Planners
Missouri
$2.64K +$2.64K +110 New
GI
566
Gradient Investments
Minnesota
$2.61K -$5.22K -216 -67%
GWM
567
Geneos Wealth Management
Colorado
$2.07K -$39.5K -1,644 -95%
AIA
568
Armor Investment Advisors
North Carolina
$2.07K – – –
QCG
569
Quadrant Capital Group
Ohio
$1.92K -$5.77K -240 -75%
BWM
570
Baystate Wealth Management
Massachusetts
$1.54K +$1.54K +64 New
Fifth Third Bancorp
571
Fifth Third Bancorp
Ohio
$1.49K -$10.2K -424 -87%
MWA
572
Moser Wealth Advisors
Washington
$1.48K +$1.48K +62 New
BAM
573
Bellevue Asset Management
Washington
$1.35K – – –
TRCT
574
Tower Research Capital (TRC)
New York
$1.06K +$1.06K +44 New
TFA
575
Transamerica Financial Advisors
Florida
$1K – – –
21 22
23
24 25