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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.

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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.04B
2
Ameriprise
2
Ameriprise
Minnesota
$578M
3
HC
3
Hamilton Capital
Ohio
$3.35M
4
BIA
4
Bell Investment Advisors
California
$30.3K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$16.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
51
Wells Fargo
California
$17M 710,096 +107,348 +18%
MPWT
52
MassMutual Private Wealth & Trust
Connecticut
$16.6M 693,518 +196,126 +39%
MWP
53
Meridian Wealth Partners
Pennsylvania
$16.5M 689,370 +35,414 +5%
Osaic Holdings
54
Osaic Holdings
Arizona
$16.5M 687,204 -873,642 -56%
RC
55
Roundview Capital
New Jersey
$16M 669,330 +5,806 +0.9%
EWM
56
Evermay Wealth Management
Virginia
$15.8M 661,528 +659,528 +32,976%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$15.8M 659,962 +500,116 +313%
AWM
58
Avior Wealth Management
Nebraska
$15.4M 643,036 +24,224 +4%
MAM
59
Marotta Asset Management
Virginia
$15.2M 635,732 +4,084 +0.6%
LA
60
LVW Advisors
New York
$15.1M 630,428 +6,518 +1%
BFG
61
Bouchey Financial Group
New York
$15M 624,904 +368 +0.1%
Mirae Asset Global Investments
62
Mirae Asset Global Investments
South Korea
$14.3M 597,594 +124,036 +26%
Creative Planning
63
Creative Planning
Kansas
$13.9M 579,704 -48,980 -8%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$13.6M 569,312 -72,920 -11%
VCM
65
Vivaldi Capital Management
Illinois
$13.3M 557,044 +36,058 +7%
FNT
66
First National Trust
Pennsylvania
$13.3M 554,350 -63,830 -10%
PFA
67
Pure Financial Advisors
California
$12.3M 514,986 +173,528 +51%
WIA
68
World Investment Advisors
California
$11.8M 491,090 -7,214 -1%
CST
69
Charles Schwab Trust
Nevada
$11.5M 480,708 +21,714 +5%
ACM
70
AlphaStar Capital Management
North Carolina
$11.3M 471,376 -110,746 -19%
CB
71
Commerce Bank
Missouri
$11M 457,378 -515,312 -53%
AF
72
Allworth Financial
California
$10.9M 456,568 +187,330 +70%
BlackRock
73
BlackRock
New York
$10.6M 444,308 +191,644 +76%
DAS
74
Dynamic Advisor Solutions
Arizona
$10.2M 424,650 +107,870 +34%
APG
75
Abacus Planning Group
South Carolina
$10.1M 421,930 +12,832 +3%
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