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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 %
PWM
576
Provident Wealth Management
Tennessee
$961 – – –
FA
577
Fiduciary Alliance
South Carolina
$577 +$577 +24 New
GWSA
578
Global Wealth Strategies & Associates
Colorado
$78 – – –
2L
579
25 LLC
Missouri
$49 – – –
EEP
580
Edgehill Endowment Partners
Connecticut
– -$61.4M -2,518,016 Closed
HWA
581
Heartwood Wealth Advisors
Virginia
– -$20.2M -829,878 Closed
I
582
INVST
Indiana
– -$19.9M -815,562 Closed
MF
583
Manchester Financial
California
– -$11.1M -453,602 Closed
DI
584
DFPG Investments
Utah
– -$6.99M -286,424 Closed
SWG
585
Summit Wealth Group
Vermont
– -$2K -169,204 Closed
Millennium Management
586
Millennium Management
New York
– -$1.85M -75,910 Closed
WC
587
Wealth CMT
New Jersey
– -$1.35M -55,352 Closed
OMC
588
Old Mission Capital
Illinois
– -$1.18M -48,236 Closed
AAS
589
Ameritas Advisory Services
Nebraska
– -$1.12M -46,228 Closed
GM
590
GeoWealth Management
Illinois
– -$954K -39,092 Closed
GCM
591
G2 Capital Management
Ohio
– -$813K -33,318 Closed
EWA
592
EP Wealth Advisors
California
– -$1.11M -32,642 Closed
1WM
593
1900 Wealth Management
Texas
– -$755K -31,300 Closed
Janney Montgomery Scott
594
Janney Montgomery Scott
Pennsylvania
– -$736K -30,166 Closed
PCWA
595
Pacific Capital Wealth Advisors
California
– -$629K -25,780 Closed
IMC Chicago
596
IMC Chicago
Illinois
– -$627K -25,718 Closed
WPA
597
West Paces Advisors
Georgia
– -$623K -25,520 Closed
SA
598
Strategic Advisors
New York
– -$597K -24,468 Closed
PWA
599
Providence Wealth Advisors
Illinois
– -$562K -23,120 Closed
GFP
600
Guardian Financial Partners
California
– -$484K -19,826 Closed
22 23
24
25 26