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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 %
EP
601
Eudaimonia Partners
Tennessee
– -$460K -18,864 Closed
NCM
602
Northland Capital Management
Minnesota
– -$450K -18,440 Closed
WA
603
Win Advisors
Florida
– -$444K -18,184 Closed
CF
604
Corrigan Financial
Rhode Island
– -$417K -17,080 Closed
HNW
605
High Note Wealth
Minnesota
– -$399K -16,368 Closed
BWM
606
BCS Wealth Management
Tennessee
– -$389K -15,960 Closed
JF
607
Joule Financial
Kentucky
– -$378K -15,500 Closed
UWM
608
USAdvisors Wealth Management
Minnesota
– -$330K -13,538 Closed
MA
609
Modus Advisors
Minnesota
– -$320K -13,106 Closed
CCM
610
Crabel Capital Management
California
– -$319K -13,074 Closed
WMR
611
Wealth Management Resources
Rhode Island
– -$307K -12,574 Closed
ZIM
612
Zacks Investment Management
Illinois
– -$296K -12,136 Closed
OC
613
Oppenheimer & Co
New York
– -$293K -12,014 Closed
FM
614
Foster & Motley
Ohio
– -$283K -11,596 Closed
Cerity Partners
615
Cerity Partners
New York
– -$1.29M -11,220 Closed
WS
616
Wedbush Securities
California
– -$265K -10,872 Closed
MWM
617
Meridian Wealth Management
Kentucky
– -$256K -10,492 Closed
B
618
Bailard
California
– -$230K -9,420 Closed
FT
619
Fiduciary Trust
Massachusetts
– -$228K -9,362 Closed
DWM
620
Darwin Wealth Management
Florida
– -$217K -8,926 Closed
ASN
621
Advisory Services Network
Georgia
– -$96.6K -3,958 Closed
SC
622
Schubert & Co
Texas
– -$96.2K -3,944 Closed
GIA
623
GHP Investment Advisors
Colorado
– -$69.5K -2,850 Closed
Barclays
624
Barclays
United Kingdom
– -$50K -2,048 Closed
HT
625
Headlands Technologies
Illinois
– -$35.5K -1,454 Closed
22 23 24
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