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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

563 hedge funds and large institutions have $7.7B invested in Schwab Short-Term US Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 195 increasing their positions, 211 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+36
Holders Change %
+6.83%
% of All Funds
9.08%
Holding in Top 10
72
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.16%
New
99
Increased
195
Reduced
211
Closed
59
Calls
$15.4M
Puts
$19K
Net Calls
+$15.4M
Net Calls Change
+$14.9M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.31B
2
Charles Schwab
Charles Schwab
California
$160M
3
EEP
Edgehill Endowment Partners
Connecticut
$64.4M
4
Morgan Stanley
Morgan Stanley
New York
$80M
5
MLM
Mount Lucas Management
Pennsylvania
$35.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$527M
2
Goldman Sachs
Goldman Sachs
New York
$17.7M
3
Jane Street
Jane Street
New York
$0
4
Ameriprise
Ameriprise
Minnesota
$618M
5
QCMNJ
Quantum Capital Management (New Jersey)
New Jersey
$3.76K
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
126
Mutual Advisors
Nebraska
$4.68M +$141K +5,866 +3%
AG
127
Advocate Group
Minnesota
$4.68M +$3.16M +130,986 +208%
SHWM
128
Smith & Howard Wealth Management
Georgia
$4.62M -$3.48M -144,276 -43%
AssetMark Inc
129
AssetMark Inc
California
$4.62M -$35.6M -1,476,042 -89%
Renaissance Technologies
130
Renaissance Technologies
New York
$4.61M +$4.61M +191,200 New
BA
131
Ballast Advisors
Minnesota
$4.48M -$337K -13,982 -7%
IA
132
IFP Advisors
Florida
$4.4M +$1.66M +67,004 +61%
CCWA
133
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.39M +$4.39M +182,150 New
WAM
134
Worth Asset Management
Texas
$4.28M +$3.75M +155,530 +704%
SWA
135
Stratos Wealth Advisors
Ohio
$4.23M +$765K +31,698 +22%
HCM
136
Hutchinson Capital Management
California
$4.17M -$157K -6,528 -4%
ZIMP
137
Zimmermann Investment Management & Planning
Pennsylvania
$4.15M +$308K +12,754 +8%
FVWA
138
Foster Victor Wealth Advisors
South Carolina
$4.09M -$1.46M -60,058 -26%
PC
139
Prairiewood Capital
North Dakota
$4.07M -$811K -33,624 -17%
HighTower Advisors
140
HighTower Advisors
Illinois
$4.05M -$1.93M -80,048 -32%
BFG
141
Bleakley Financial Group
New Jersey
$3.99M +$3.99M +165,322 New
JAG
142
Journey Advisory Group
Kentucky
$3.89M -$9.91M -410,798 -72%
CA
143
Cambridge Associates
Massachusetts
$3.89M -$3M -124,304 -44%
SEP
144
Southland Equity Partners
Missouri
$3.65M +$90.8K +3,764 +3%
IWC
145
Integrated Wealth Concepts
Massachusetts
$3.63M +$1.79M +74,050 +97%
AIM
146
AHL Investment Management
Florida
$3.63M -$1.21M -50,126 -25%
TCWM
147
Total Clarity Wealth Management
Illinois
$3.59M +$850K +35,258 +31%
ICM
148
Islay Capital Management
Texas
$3.59M -$622K -25,804 -15%
BIA
149
Bigelow Investment Advisors
Maine
$3.54M -$1.17M -48,412 -25%
GGS
150
Galvin Gaustad & Stein
Arizona
$3.47M -$1.15M -47,632 -25%
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