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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 Holding Trade Value Shares
Change 		Shares
Change %
CWM
76
Comprehensive Wealth Management
Washington
$10M -$106K -4,442 -1%
APC
77
Asset Planning Corporation
Tennessee
$9.97M -$380K -15,876 -4%
AF
78
Advisornet Financial
Minnesota
$9.92M +$953K +39,810 +11%
SC
79
Savant Capital
Illinois
$9.48M +$8.14M +339,914 +605%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$9.45M +$8.33M +347,852 +746%
MAC
81
Mason & Associates (California)
California
$9.26M -$2.37M -99,072 -20%
SA
82
Strategic Advocates
Utah
$9.25M +$9.25M +386,304 New
Renaissance Technologies
83
Renaissance Technologies
New York
$9.11M +$9.11M +380,638 New
JAG
84
Journey Advisory Group
Kentucky
$8.93M +$1.69M +70,456 +23%
SIA
85
Soltis Investment Advisors
Utah
$8.87M -$243K -10,134 -3%
MFT
86
Moisand Fitzgerald Tamayo
Florida
$8.81M -$77.6K -3,240 -0.9%
AA
87
Alesco Advisors
New York
$8.77M -$2.49M -103,830 -22%
DIA
88
Dean Investment Associates
Ohio
$8.69M -$149K -6,208 -2%
HI
89
Harbour Investments
Wisconsin
$8.57M +$412K +17,226 +5%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$8.2M +$1.91M +79,832 +30%
SFA
91
Seneca Financial Advisors
New York
$8.07M +$1.28M +53,626 +19%
CWA
92
Cornerstone Wealth Advisors
Minnesota
$7.88M -$511K -21,324 -6%
LTL
93
Lowery Thomas LLC
California
$7.87M -$1.11M -46,366 -12%
Mariner
94
Mariner
Kansas
$7.82M -$38.7K -1,616 -0.5%
BRWA
95
B. Riley Wealth Advisors
Florida
$7.82M -$30.1K -1,258 -0.4%
HighTower Advisors
96
HighTower Advisors
Illinois
$7.51M +$3.99M +166,292 +113%
BCP
97
Blackhawk Capital Partners
Wisconsin
$7.42M +$6.98M +291,432 +1,594%
PWA
98
Peterson Wealth Advisors
Utah
$6.67M +$293K +12,234 +5%
SAS
99
SMI Advisory Services
Indiana
$6.65M +$6.65M +278,030 New
RCA
100
Resonant Capital Advisors
Wisconsin
$6.38M +$6.38M +266,314 New
2 3
4
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