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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.

New
Increased
Maintained
Reduced
Closed
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 %
CST
76
Charles Schwab Trust
Nevada
$8.7M +$5.18M +214,608 +147%
CF
77
Corrigan Financial
Rhode Island
$8.7M -$843K -34,964 -9%
DIA
78
Dean Investment Associates
Ohio
$8.63M +$9.99K +414 +0.1%
CWA
79
Cornerstone Wealth Advisors
Minnesota
$8.55M -$2.47M -102,564 -22%
AF
80
Allworth Financial
California
$8.37M +$7.79M +323,124 +1,363%
FTA
81
Financial & Tax Architects
Missouri
$8.36M +$25.5K +1,050 +0.3%
MFT
82
Moisand Fitzgerald Tamayo
Florida
$8.33M +$738K +30,578 +10%
SFA
83
Seneca Financial Advisors
New York
$8.25M +$4.2M +174,294 +104%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$8.14M -$11.5M -476,876 -59%
DAS
85
Dynamic Advisor Solutions
Arizona
$7.86M +$4.26M +176,614 +118%
HI
86
Harbour Investments
Wisconsin
$7.78M +$3.05M +126,368 +64%
Mirae Asset Global Investments
87
Mirae Asset Global Investments
South Korea
$7.78M -$809K -33,550 -9%
BRWA
88
B. Riley Wealth Advisors
Florida
$7.66M +$1.13M +46,948 +17%
CIC
89
Carnegie Investment Counsel
Ohio
$7.48M -$3.82M -158,236 -34%
ACM
90
AlphaStar Capital Management
North Carolina
$7.4M -$2.15M -88,954 -22%
TWM
91
Tradition Wealth Management
Minnesota
$7.29M +$155K +6,432 +2%
Mariner
92
Mariner
Kansas
$7.15M +$2.59M +107,380 +57%
CW
93
CreativeOne Wealth
Kansas
$6.94M -$371K -15,386 -5%
REMPR
94
Roof Eidam Maycock Peralta (REMP)
California
$6.84M -$18.5M -768,762 -73%
GP
95
Greenline Partners
New York
$6.81M +$6.81M +282,284 New
RJA
96
Raymond James & Associates
Florida
$6.79M +$1.72M +71,516 +34%
UCFA
97
United Capital Financial Advisors
Texas
$6.76M -$804K -33,318 -11%
BCM
98
Blume Capital Management
California
$6.73M +$5.39M +223,498 +403%
CWM
99
Cedar Wealth Management
California
$6.57M +$6.57M +272,538 New
DI
100
DFPG Investments
Utah
$6.48M +$6.48M +267,110 New
2 3
4
5 6