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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 %
CHJWM
101
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.76M +$62K +2,582 +1%
IA
102
Inspire Advisors
Idaho
$5.68M +$4.32M +179,676 +317%
GGS
103
Galvin Gaustad & Stein
Arizona
$5.67M +$3.53M +147,018 +165%
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$5.46M -$2.27M -94,558 -29%
ATI
105
Act Two Investors
California
$5.43M +$616K +25,632 +13%
FIM
106
Freedom Investment Management
Connecticut
$5.42M +$63.2K +2,630 +1%
MAG
107
Members Advisory Group
New York
$5.39M -$195K -8,094 -3%
MPM
108
Meritage Portfolio Management
Kansas
$5.39M -$396K -16,486 -7%
GHA
109
GW Henssler & Associates
Georgia
$5.36M -$76.5K -3,182 -1%
IWC
110
Integrated Wealth Concepts
Massachusetts
$5.25M +$68.3K +2,844 +1%
UCFA
111
United Capital Financial Advisors
Texas
$5.2M +$147K +6,110 +3%
MA
112
Mutual Advisors
Nebraska
$5.17M +$585K +24,336 +13%
FTA
113
Financial & Tax Architects
Missouri
$5.15M -$1.41M -58,586 -21%
SF
114
Synovus Financial
Georgia
$5.13M -$399K -16,624 -7%
DFC
115
DBK Financial Counsel
Ohio
$4.96M +$316K +13,150 +7%
DBRC
116
D.B. Root & Company
Pennsylvania
$4.94M -$898K -37,388 -15%
RPG
117
Resource Planning Group
Georgia
$4.92M -$120K -4,984 -2%
KC
118
Kades & Cheifetz
Pennsylvania
$4.84M +$31.1K +1,296 +0.6%
PC
119
Prairiewood Capital
North Dakota
$4.81M +$172K +7,166 +4%
BSW
120
Buckingham Strategic Wealth
Missouri
$4.79M -$1.59M -66,144 -25%
HI
121
Harrington Investments
California
$4.79M -$228K -9,476 -5%
FWM
122
Forza Wealth Management
Florida
$4.76M – – –
VBFP
123
Valtinson Bruner Financial Planning
Minnesota
$4.71M +$4.71M +196,120 New
PAG
124
Private Advisor Group
New Jersey
$4.69M +$501K +20,840 +12%
SWA
125
Stratos Wealth Advisors
Ohio
$4.68M +$466K +19,374 +11%
3 4
5
6 7