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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

572 hedge funds and large institutions have $10.6B invested in Schwab Short-Term US Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 210 increasing their positions, 213 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+9
Holders Change %
+1.6%
% of All Funds
9.16%
Holding in Top 10
58
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.44%
% of All Funds
0.93%
New
77
Increased
210
Reduced
213
Closed
54
Calls
$2.07M
Puts
$5K
Net Calls
+$2.06M
Net Calls Change
-$13.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$5.85B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$826M
3
SCM
3
SCS Capital Management
Massachusetts
$55.5M
4
Ameriprise
4
Ameriprise
Minnesota
$657M
5
LPL Financial
5
LPL Financial
California
$44.8M

Top Sellers

1
MLM
1
Mount Lucas Management
Pennsylvania
$0
2
CGFA
2
Colton Groome Financial Advisors
North Carolina
$0
3
TI
3
Tidal Investments
Wisconsin
$0
4
CSPIA
4
Cary Street Partners Investment Advisory
Virginia
$1.35M
5
MF
5
Manchester Financial
California
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
51
LVW Advisors
New York
$14.5M -$2.49M -102,072 -15%
Wells Fargo
52
Wells Fargo
California
$14.3M +$205K +8,408 +1%
FNT
53
First National Trust
Pennsylvania
$14M +$572K +23,452 +4%
NFG
54
Northeast Financial Group
Pennsylvania
$13.9M +$583K +23,988 +4%
ACM
55
AlphaStar Capital Management
North Carolina
$13.8M +$6.34M +259,912 +85%
VCM
56
Vivaldi Capital Management
Illinois
$13.4M +$9.96M +408,210 +291%
AssetMark Inc
57
AssetMark Inc
California
$13.4M +$8.7M +356,748 +186%
WIA
58
World Investment Advisors
California
$12.9M +$286K +11,724 +2%
MAC
59
Mason & Associates (California)
California
$12.6M -$436K -17,874 -3%
MPWT
60
MassMutual Private Wealth & Trust
Connecticut
$11.7M +$11.7M +481,074 New
MF
61
Manchester Financial
California
$11.1M -$18.8M -771,116 -63%
BCM
62
Blume Capital Management
California
$11M +$4.2M +172,112 +62%
CST
63
Charles Schwab Trust
Nevada
$10.7M +$1.92M +78,860 +22%
CWM
64
Comprehensive Wealth Management
Washington
$10.4M +$437K +17,932 +4%
APC
65
Asset Planning Corporation
Tennessee
$10.4M -$355K -14,550 -3%
APG
66
Abacus Planning Group
South Carolina
$10.2M -$135K -5,540 -1%
Truist Financial
67
Truist Financial
North Carolina
$9.79M +$199K +8,146 +2%
HGWM
68
Harvest Group Wealth Management
Massachusetts
$9.77M -$3.39M -138,902 -26%
DF
69
Donoghue Forlines
Massachusetts
$9.64M +$4.28M +175,276 +80%
SIA
70
Soltis Investment Advisors
Utah
$9.13M +$218K +8,916 +2%
CWA
71
Cornerstone Wealth Advisors
Minnesota
$9.04M +$390K +15,998 +5%
MFT
72
Moisand Fitzgerald Tamayo
Florida
$9.01M +$585K +23,992 +7%
DIA
73
Dean Investment Associates
Ohio
$8.9M +$168K +6,890 +2%
DAS
74
Dynamic Advisor Solutions
Arizona
$8.75M +$795K +32,588 +10%
PFA
75
Pure Financial Advisors
California
$8.58M -$460K -18,846 -5%
1 2
3
4 5