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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 %
CW
101
CreativeOne Wealth
Kansas
$6.36M -$281K -11,744 -4%
FFN
102
Focus Financial Network
Minnesota
$6.22M +$106K +4,446 +2%
MWC
103
MBM Wealth Consultants
Missouri
$6.09M +$6.09M +254,662 New
GGS
104
Galvin Gaustad & Stein
Arizona
$6.07M +$411K +17,154 +7%
SP
105
Successful Portfolios
Florida
$5.99M -$577K -24,096 -9%
BA
106
Ballast Advisors
Minnesota
$5.98M -$1.05M -43,778 -15%
RJA
107
Raymond James & Associates
Florida
$5.97M +$82.8K +3,456 +1%
CCFCSB
108
Cape Cod Five Cents Savings Bank
Massachusetts
$5.96M +$4.47M +186,712 +300%
AWM
109
AE Wealth Management
Kansas
$5.9M +$25.9K +1,080 +0.4%
DWM
110
Dakota Wealth Management
Florida
$5.83M +$5.83M +243,288 New
GVAG
111
Great Valley Advisor Group
Delaware
$5.55M +$1.16M +48,274 +26%
CHJWM
112
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.49M -$241K -10,076 -4%
PC
113
Prairiewood Capital
North Dakota
$5.46M +$674K +28,142 +14%
MPM
114
Meritage Portfolio Management
Kansas
$5.45M +$77.8K +3,250 +1%
GHA
115
GW Henssler & Associates
Georgia
$5.31M -$30.7K -1,282 -0.6%
SHWM
116
Smith & Howard Wealth Management
Georgia
$5.21M +$1.21M +50,718 +30%
DFC
117
DBK Financial Counsel
Ohio
$5.18M +$244K +10,184 +5%
PAG
118
Private Advisor Group
New Jersey
$5.12M +$455K +18,998 +10%
SF
119
Synovus Financial
Georgia
$5.09M -$22.5K -940 -0.4%
IWC
120
Integrated Wealth Concepts
Massachusetts
$5.08M -$146K -6,114 -3%
MA
121
Mutual Advisors
Nebraska
$5.07M -$86K -3,590 -2%
FIM
122
Freedom Investment Management
Connecticut
$5.01M -$395K -16,478 -7%
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$4.91M -$530K -22,140 -10%
BSW
124
Buckingham Strategic Wealth
Missouri
$4.9M +$120K +5,028 +3%
RPG
125
Resource Planning Group
Georgia
$4.87M -$30.2K -1,260 -0.6%
3 4
5
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