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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.

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 %
SP
76
Successful Portfolios
Florida
$8.58M -$562K -23,042 -6%
LTL
77
Lowery Thomas LLC
California
$8.55M +$2M +82,020 +31%
HI
78
Harbour Investments
Wisconsin
$8.42M +$558K +22,884 +7%
MML Investors Services
79
MML Investors Services
Massachusetts
$8.26M -$1.37M -56,298 -14%
Goldman Sachs
80
Goldman Sachs
New York
$8.17M -$9.71M -398,038 -54%
BRWA
81
B. Riley Wealth Advisors
Florida
$8.01M +$260K +10,678 +3%
Mariner
82
Mariner
Kansas
$8M +$763K +31,258 +11%
Mirae Asset Global Investments
83
Mirae Asset Global Investments
South Korea
$7.86M – – –
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$7.85M -$377K -15,448 -5%
GP
85
Greenline Partners
New York
$7.8M +$906K +37,110 +13%
TWM
86
Tradition Wealth Management
Minnesota
$7.71M +$346K +14,204 +5%
AF
87
Allworth Financial
California
$7.15M -$1.31M -53,662 -15%
BA
88
Ballast Advisors
Minnesota
$7.13M +$2.6M +106,506 +57%
DI
89
DFPG Investments
Utah
$6.99M +$471K +19,314 +7%
CW
90
CreativeOne Wealth
Kansas
$6.92M -$98.4K -4,034 -1%
SFA
91
Seneca Financial Advisors
New York
$6.73M -$1.62M -66,450 -19%
FTA
92
Financial & Tax Architects
Missouri
$6.66M -$1.73M -70,870 -21%
AF
93
Advisornet Financial
Minnesota
$6.58M +$6.06M +248,462 +1,178%
FEG
94
Fund Evaluation Group
Ohio
$6.55M -$335K -98,580 -5%
BSW
95
Buckingham Strategic Wealth
Missouri
$6.41M – – –
SAS
96
SMI Advisory Services
Indiana
$6.06M +$139K +5,772 +2%
ES
97
ETF Store
Kansas
$5.97M +$874K +35,776 +17%
DBRC
98
D.B. Root & Company
Pennsylvania
$5.93M +$278K +11,388 +5%
RJA
99
Raymond James & Associates
Florida
$5.93M -$933K -38,256 -14%
Kovitz Investment Group Partners
100
Kovitz Investment Group Partners
Illinois
$5.93M +$5.93M +242,942 New
2 3
4
5 6