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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 Holding Trade Value Shares
Change 		Shares
Change %
MFT
76
Moisand Fitzgerald Tamayo
Florida
$8.92M +$50.6K +2,106 +0.6%
DIA
77
Dean Investment Associates
Ohio
$8.87M +$109K +4,528 +1%
CWA
78
Cornerstone Wealth Advisors
Minnesota
$8.42M -$481K -20,026 -5%
PFA
79
Pure Financial Advisors
California
$8.21M -$251K -10,426 -3%
HI
80
Harbour Investments
Wisconsin
$8.19M -$107K -4,458 -1%
MML Investors Services
81
MML Investors Services
Massachusetts
$7.9M -$230K -9,554 -3%
Mariner
82
Mariner
Kansas
$7.89M +$12.1K +504 +0.2%
BRWA
83
B. Riley Wealth Advisors
Florida
$7.88M -$11.1K -460 -0.1%
DAS
84
Dynamic Advisor Solutions
Arizona
$7.61M -$1.01M -41,840 -12%
AssetMark Inc
85
AssetMark Inc
California
$7.49M -$5.68M -236,548 -43%
JAG
86
Journey Advisory Group
Kentucky
$7.27M +$2.27M +94,448 +45%
BA
87
Ballast Advisors
Minnesota
$7.05M +$30.7K +1,278 +0.4%
SFA
88
Seneca Financial Advisors
New York
$6.81M +$184K +7,672 +3%
CW
89
CreativeOne Wealth
Kansas
$6.67M -$150K -6,222 -2%
SP
90
Successful Portfolios
Florida
$6.59M -$1.85M -77,162 -22%
AF
91
Allworth Financial
California
$6.47M -$575K -23,926 -8%
FEG
92
Fund Evaluation Group
Ohio
$6.45M +$52.6K +15,810 +0.8%
PWA
93
Peterson Wealth Advisors
Utah
$6.37M +$5.85M +244,628 +1,124%
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$6.31M +$1.44M +60,000 +30%
MAWAG
95
Mid-American Wealth Advisory Group
Missouri
$6.16M +$6.16M +256,374 New
JWS
96
Juncture Wealth Strategies
Arizona
$6.16M +$558K +23,204 +10%
FFN
97
Focus Financial Network
Minnesota
$6.14M +$608K +25,310 +11%
BlackRock
98
BlackRock
New York
$6.07M +$6.07M +252,614 +505,228%
RJA
99
Raymond James & Associates
Florida
$5.91M +$65.6K +2,730 +1%
AWM
100
AE Wealth Management
Kansas
$5.89M +$1.42M +59,130 +32%
2 3
4
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