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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.

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
1
JPMorgan Chase & Co
New York
$1.95B
2
Bank of America
2
Bank of America
North Carolina
$5.89B
3
State Street
3
State Street
Massachusetts
$74.5M
4
GP
4
Greenline Partners
New York
$54M
5
CCA
5
Clearwater Capital Advisors
Illinois
$38.1M

Top Sellers

1
EEP
1
Edgehill Endowment Partners
Connecticut
$0
2
AA
2
Alesco Advisors
New York
$11.3M
3
CB
3
Commerce Bank
Missouri
$23.4M
4
DC
4
Davenport & Co
Virginia
$25.4M
5
HWA
5
Heartwood Wealth Advisors
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$15.1M 628,684 -137,818 -18%
BFG
52
Bouchey Financial Group
New York
$15M 624,536 +6,868 +1%
LA
53
LVW Advisors
New York
$15M 623,910 +31,040 +5%
AWM
54
Avior Wealth Management
Nebraska
$14.9M 618,812 +21,848 +4%
FNT
55
First National Trust
Pennsylvania
$14.9M 618,180 +45,338 +8%
Wells Fargo
56
Wells Fargo
California
$14.5M 602,748 +15,182 +3%
ACM
57
AlphaStar Capital Management
North Carolina
$14M 582,122 +15,554 +3%
CIA
58
Compass Ion Advisors
Pennsylvania
$13.6M 567,200 -32,650 -5%
VCM
59
Vivaldi Capital Management
Illinois
$12.5M 520,986 -27,586 -5%
WIA
60
World Investment Advisors
California
$12M 498,304 -29,502 -6%
MPWT
61
MassMutual Private Wealth & Trust
Connecticut
$12M 497,392 +16,318 +3%
Goldman Sachs
62
Goldman Sachs
New York
$11.7M 486,240 +151,202 +45%
MAC
63
Mason & Associates (California)
California
$11.7M 485,834 -29,636 -6%
Mirae Asset Global Investments
64
Mirae Asset Global Investments
South Korea
$11.4M 473,558 +151,202 +47%
AA
65
Alesco Advisors
New York
$11.3M 470,052 -1,489,260 -76%
CST
66
Charles Schwab Trust
Nevada
$11.1M 458,994 +19,384 +4%
BCM
67
Blume Capital Management
California
$11.1M 462,700 +11,690 +3%
APC
68
Asset Planning Corporation
Tennessee
$10.4M 432,374 +7,980 +2%
AWS
69
Atria Wealth Solutions
New York
$10.3M 430,198 +377,880 +722%
CWM
70
Comprehensive Wealth Management
Washington
$10.2M 422,416 -5,438 -1%
Truist Financial
71
Truist Financial
North Carolina
$9.93M 413,068 +11,892 +3%
APG
72
Abacus Planning Group
South Carolina
$9.83M 409,098 -11,014 -3%
SIA
73
Soltis Investment Advisors
Utah
$9.15M 380,688 +6,296 +2%
LTL
74
Lowery Thomas LLC
California
$9.01M 375,148 +24,852 +7%
AF
75
Advisornet Financial
Minnesota
$9M 374,666 +105,108 +39%
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