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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 Market Value Shares Shares
Change 		Shares
Change %
MA
576
MUFG Americas
New York
– – -42,100 Closed
KFS
577
Kaizen Financial Strategies
California
– – -36,604 Closed
WP
578
WealthShield Partners
North Carolina
– – -30,518 Closed
GLLW
579
Graves Light Lenhart Wealth
Virginia
– – -22,714 Closed
PAM
580
Peak Asset Management
Colorado
– – -21,310 Closed
Millennium Management
581
Millennium Management
New York
– – -20,868 Closed
GAM
582
Gemmer Asset Management
California
– – -20,816 Closed
HF
583
HRT Financial
New York
– – -20,092 Closed
BPWM
584
Badgley Phelps Wealth Managers
Washington
– – -19,580 Closed
GCA
585
Gradient Capital Advisors
California
– – -18,430 Closed
AHC
586
Anderson Hoagland & Co
Missouri
– – -15,270 Closed
WWM
587
Western Wealth Management
Colorado
– – -14,428 Closed
PCS
588
Personal CFO Solutions
New Jersey
– – -12,634 Closed
HIC
589
Hartline Investment Corp
Illinois
– – -12,088 Closed
KOC
590
Koss-Olinger Consulting
Florida
– – -11,916 Closed
LFA
591
Lauterbach Financial Advisors
Texas
– – -11,558 Closed
Wealthfront Advisers
592
Wealthfront Advisers
California
– – -10,804 Closed
CF
593
Centaurus Financial
California
– – -10,112 Closed
FWM
594
Finer Wealth Management
Massachusetts
– – -9,966 Closed
MLA
595
My Legacy Advisors
Oregon
– – -9,928 Closed
GHA
596
GW Henssler & Associates
Georgia
– – -9,570 Closed
CSPAM
597
Cary Street Partners Asset Management
Virginia
– – -9,338 Closed
DSAM
598
Dock Street Asset Management
Florida
– – -8,844 Closed
BFG
599
Berger Financial Group
Minnesota
– – -8,754 Closed
ML
600
McAdam LLC
Pennsylvania
– – -8,578 Closed
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