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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 Holding Trade Value Shares
Change 		Shares
Change %
MAM
51
Marotta Asset Management
Virginia
$15.9M -$904K -37,496 -5%
KF
52
Krilogy Financial
Missouri
$15.7M +$12.7M +527,322 +422%
Creative Planning
53
Creative Planning
Kansas
$14.6M -$1.03M -42,788 -7%
RC
54
Roundview Capital
New Jersey
$14.5M -$1.51M -62,646 -9%
LPL Financial
55
LPL Financial
California
$14.4M +$5.38M +223,078 +59%
MWP
56
Meridian Wealth Partners
Pennsylvania
$14.3M +$200K +8,274 +1%
BFG
57
Bouchey Financial Group
New York
$14M +$14M +579,966 New
Wells Fargo
58
Wells Fargo
California
$14M -$5.82M -241,482 -29%
AWM
59
Avior Wealth Management
Nebraska
$13.8M +$50K +2,074 +0.4%
FNT
60
First National Trust
Pennsylvania
$13.3M -$1.57M -64,950 -11%
NFG
61
Northeast Financial Group
Pennsylvania
$13.2M +$2.74M +113,596 +26%
HGWM
62
Harvest Group Wealth Management
Massachusetts
$13M -$1.32M -54,708 -9%
MAC
63
Mason & Associates (California)
California
$12.9M -$574K -23,788 -4%
WIA
64
World Investment Advisors
California
$12.4M +$1.32M +54,740 +12%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$11.9M +$8.01M +332,050 +205%
APC
66
Asset Planning Corporation
Tennessee
$10.6M +$391K +16,202 +4%
KFA
67
Krane Funds Advisors
New York
$10.4M – – –
APG
68
Abacus Planning Group
South Carolina
$10.3M -$1.48M -61,238 -13%
CWM
69
Comprehensive Wealth Management
Washington
$9.89M +$93.2K +3,864 +1%
EWA
70
ERTS Wealth Advisors
Michigan
$9.81M -$22.3M -925,572 -69%
MML Investors Services
71
MML Investors Services
Massachusetts
$9.52M +$232K +9,612 +2%
Truist Financial
72
Truist Financial
North Carolina
$9.48M +$1.06M +44,028 +13%
SP
73
Successful Portfolios
Florida
$9.04M +$88.4K +3,666 +1%
PFA
74
Pure Financial Advisors
California
$8.94M +$7.8M +323,376 +683%
SIA
75
Soltis Investment Advisors
Utah
$8.82M +$472K +19,554 +6%
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3
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