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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

526 hedge funds and large institutions have $6.46B invested in Schwab Short-Term US Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 168 increasing their positions, 219 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
526
Holders Change
+30
Holders Change %
+6.05%
% of All Funds
8.89%
Holding in Top 10
70
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+37.25%
% of All Funds
1.18%
New
80
Increased
168
Reduced
219
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.84B
2
FEG
Fund Evaluation Group
Ohio
$100M
3
MIM
Morningstar Investment Management
Illinois
$79.8M
4
HC
Hamilton Capital
Ohio
$78.6M
5
Franklin Resources
Franklin Resources
California
$141M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
$713K
2
5L
55I LLC
Massachusetts
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$876M
4
JWM
Jackson Wealth Management
Florida
$0
5
Jane Street
Jane Street
New York
$1.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
126
Laidlaw Wealth Management
New York
$4.55M -$4.58M -186,212 -50%
EP
127
Eudaimonia Partners
Tennessee
$4.16M +$4.16M +169,004 New
DBRC
128
D.B. Root & Company
Pennsylvania
$4.12M +$169K +6,882 +4%
SEP
129
Southland Equity Partners
Missouri
$4.07M +$285K +11,586 +8%
MA
130
Mutual Advisors
Nebraska
$3.97M -$295K -12,004 -7%
HF
131
HRT Financial
New York
$3.95M +$3.95M +160,740 New
Mariner
132
Mariner
Kansas
$3.92M -$305K -12,416 -7%
RJA
133
Raymond James & Associates
Florida
$3.9M +$419K +17,020 +12%
MA
134
McBroom & Associates
Nevada
$3.89M -$663K -26,980 -15%
LA
135
LVW Advisors
New York
$3.83M -$168K -6,828 -4%
PC
136
Prairiewood Capital
North Dakota
$3.82M -$198K -8,030 -5%
SWA
137
Stratos Wealth Advisors
Ohio
$3.73M -$1.27M -51,554 -25%
BRWA
138
B. Riley Wealth Advisors
Florida
$3.72M +$281K +11,438 +8%
DFC
139
DBK Financial Counsel
Ohio
$3.69M -$925K -37,596 -20%
SFA
140
Seneca Financial Advisors
New York
$3.59M +$195K +7,914 +6%
PWA
141
Pillar Wealth Advisors
Pennsylvania
$3.53M +$2.11M +85,850 +149%
MFG
142
Merit Financial Group
Georgia
$3.53M +$3.53M +143,572 New
HCM
143
Hutchinson Capital Management
California
$3.5M +$39.2K +1,592 +1%
DI
144
DAGCO Inc
Ohio
$3.48M -$21.1K -858 -0.6%
SAM
145
SignalPoint Asset Management
Missouri
$3.42M -$75.9K -3,088 -2%
GVAG
146
Great Valley Advisor Group
Delaware
$3.41M +$1.17M +47,596 +52%
LA
147
Lifeworks Advisors
Michigan
$3.34M +$9.35K +380 +0.3%
KF
148
Krilogy Financial
Missouri
$3.18M -$4.83M -196,342 -60%
LWM
149
Lionsbridge Wealth Management
Florida
$3.08M -$155K -6,322 -5%
LWM
150
Ledge Wealth Management
Minnesota
$3.08M +$926K +37,642 +43%
4 5
6
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