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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

527 hedge funds and large institutions have $7.07B invested in Schwab Short-Term US Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 177 increasing their positions, 232 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
9.11%
Holding in Top 10
72
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.86%
% of All Funds
1.25%
New
59
Increased
177
Reduced
232
Closed
51
Calls
$455K
Puts
–
Net Calls
+$455K
Net Calls Change
+$455K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.45B
2
Ameriprise
2
Ameriprise
Minnesota
$688M
3
Goldman Sachs
3
Goldman Sachs
New York
$79.6M
4
Jane Street
4
Jane Street
New York
$60.7M
5
CB
5
Commerce Bank
Missouri
$49.9M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$0
2
KFA
2
Krane Funds Advisors
New York
$10.4M
3
FEG
3
Fund Evaluation Group
Ohio
$59.5M
4
LPL Financial
4
LPL Financial
California
$9.06M
5
EEP
5
Edgehill Endowment Partners
Connecticut
$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
101
B. Riley Wealth Advisors
Florida
$6.53M +$2.88M +119,336 +79%
HI
102
Harrington Investments
California
$6.09M -$121K -5,000 -2%
HighTower Advisors
103
HighTower Advisors
Illinois
$5.99M -$456K -18,912 -7%
CHJWM
104
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.97M -$462K -19,242 -7%
SF
105
Synovus Financial
Georgia
$5.95M -$119K -4,912 -2%
SAS
106
SMI Advisory Services
Indiana
$5.92M +$171K +7,106 +3%
FVWA
107
Foster Victor Wealth Advisors
South Carolina
$5.52M -$547K -22,720 -9%
MPM
108
Meritage Portfolio Management
Kansas
$5.48M +$718K +29,762 +15%
PAG
109
Private Advisor Group
New Jersey
$5.41M -$512K -21,238 -9%
NS
110
Newman & Schimel
Illinois
$5.15M +$253K +10,494 +5%
BS
111
Boenning & Scattergood
Pennsylvania
$5.12M -$186K -7,720 -4%
MA
112
Modus Advisors
Minnesota
$5.07M -$39.1K -1,620 -0.8%
RJA
113
Raymond James & Associates
Florida
$5.07M +$1.24M +51,316 +32%
GVAG
114
Great Valley Advisor Group
Delaware
$4.94M +$1.6M +66,350 +48%
FIM
115
Freedom Investment Management
Connecticut
$4.93M -$275K -11,386 -5%
CCFCSB
116
Cape Cod Five Cents Savings Bank
Massachusetts
$4.88M +$3.8M +157,600 +352%
PC
117
Prairiewood Capital
North Dakota
$4.88M +$1.13M +46,960 +30%
AIM
118
AHL Investment Management
Florida
$4.84M -$107K -4,444 -2%
HI
119
Harbour Investments
Wisconsin
$4.82M – – –
BA
120
Ballast Advisors
Minnesota
$4.82M -$41.7K -1,730 -0.9%
DBRC
121
D.B. Root & Company
Pennsylvania
$4.79M +$744K +30,848 +18%
BIA
122
Bigelow Investment Advisors
Maine
$4.71M -$965K -39,984 -17%
GGS
123
Galvin Gaustad & Stein
Arizona
$4.62M -$241K -9,970 -5%
Mariner
124
Mariner
Kansas
$4.56M +$722K +29,912 +19%
MA
125
Mutual Advisors
Nebraska
$4.54M +$649K +26,888 +17%
3 4
5
6 7