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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

573 hedge funds and large institutions have $10B invested in Schwab Short-Term US Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 209 increasing their positions, 224 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-6
Holders Change %
-1.04%
% of All Funds
9.14%
Holding in Top 10
47
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.62%
% of All Funds
0.75%
New
56
Increased
209
Reduced
224
Closed
57
Calls
$412K
Puts
$5K
Net Calls
+$407K
Net Calls Change
-$627K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$116M
2
MWM
Merriman Wealth Management
Washington
$44.1M
3
Goldman Sachs
Goldman Sachs
New York
$45M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$67M
5
TI
Tidal Investments
Wisconsin
$23.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.04B
2
Ameriprise
Ameriprise
Minnesota
$578M
3
HC
Hamilton Capital
Ohio
$3.35M
4
BIA
Bell Investment Advisors
California
$30.3K
5
Osaic Holdings
Osaic Holdings
Arizona
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
576
Beaumont Capital Management
Massachusetts
– -$2.57M -107,098 Closed
CSIA
577
Charles Schwab Investment Advisory
California
– -$2.13M -88,620 Closed
KM
578
Kalos Management
Georgia
– -$1.98M -82,456 Closed
ST
579
Smithfield Trust
Pennsylvania
– -$1.89M -78,756 Closed
HIF
580
Hill Island Financial
Michigan
– -$1.3M -54,228 Closed
VIA
581
Vident Investment Advisory
Georgia
– -$1.12M -46,700 Closed
CA
582
CoreCap Advisors
Michigan
– -$1.03M -43,036 Closed
TFCP
583
Twin Focus Capital Partners
Massachusetts
– -$881K -36,676 Closed
RA
584
Riversedge Advisors
Delaware
– -$764K -31,792 Closed
GSWM
585
Greenup Street Wealth Management
Michigan
– -$591K -24,606 Closed
BDFN
586
Bond & Devick Financial Network
Minnesota
– -$567K -23,596 Closed
MAM
587
Marquette Asset Management
Minnesota
– -$529K -22,000 Closed
TA
588
TFB Advisors
Kansas
– -$434K -18,080 Closed
AIP
589
Almanack Investment Partners
Pennsylvania
– -$382K -15,878 Closed
ACP
590
Aveo Capital Partners
Colorado
– -$374K -15,578 Closed
TFA
591
Tobias Financial Advisors
Florida
– -$339K -14,094 Closed
NL
592
NEPC LLC
Massachusetts
– -$301K -12,520 Closed
CA
593
Claro Advisors
Massachusetts
– -$292K -12,136 Closed
PWM
594
Pacific Wealth Management
California
– -$282K -11,728 Closed
SOS
595
Silver Oak Securities
Tennessee
– -$279K -11,614 Closed
GFG
596
Goldstone Financial Group
Illinois
– -$258K -10,734 Closed
CPIG
597
Chicago Partners Investment Group
Illinois
– -$256K -10,674 Closed
NB
598
Nicolet Bankshares
Wisconsin
– -$256K -10,640 Closed
CRI
599
Colonial River Investments
Virginia
– -$246K -10,250 Closed
PCS
600
Personal CFO Solutions
New Jersey
– -$244K -10,158 Closed
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