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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

572 hedge funds and large institutions have $10.6B invested in Schwab Short-Term US Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 210 increasing their positions, 213 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+9
Holders Change %
+1.6%
% of All Funds
9.15%
Holding in Top 10
58
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.44%
% of All Funds
0.93%
New
77
Increased
210
Reduced
213
Closed
54
Calls
$2.07M
Puts
$5K
Net Calls
+$2.06M
Net Calls Change
-$13.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$5.85B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$826M
3
SCM
SCS Capital Management
Massachusetts
$55.5M
4
Ameriprise
Ameriprise
Minnesota
$657M
5
LPL Financial
LPL Financial
California
$44.8M

Top Sellers

1
MLM
Mount Lucas Management
Pennsylvania
$0
2
CGFA
Colton Groome Financial Advisors
North Carolina
$0
3
TI
Tidal Investments
Wisconsin
$0
4
CSPIA
Cary Street Partners Investment Advisory
Virginia
$1.35M
5
MF
Manchester Financial
California
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
126
Stratos Wealth Advisors
Ohio
$4.28M -$4.05K -166 -0.1%
PAG
127
Private Advisor Group
New Jersey
$4.25M -$1.19M -48,892 -22%
HCM
128
Hutchinson Capital Management
California
$4.19M -$28.5K -1,170 -0.7%
MIA
129
Milestone Investment Advisors
Wisconsin
$4.11M +$611K +25,046 +17%
ICM
130
Islay Capital Management
Texas
$4.08M +$450K +18,438 +12%
MAM
131
McLean Asset Management
Virginia
$3.92M -$1.8M -73,710 -31%
CCWA
132
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.9M -$546K -22,366 -12%
CCA
133
Cobblestone Capital Advisors
New York
$3.83M +$1.58M +64,874 +71%
KWM
134
Kingsview Wealth Management
Oregon
$3.8M +$3.38M +138,662 +806%
TCWM
135
Total Clarity Wealth Management
Illinois
$3.75M +$115K +4,700 +3%
SEP
136
Southland Equity Partners
Missouri
$3.65M -$45.9K -1,882 -1%
AIM
137
AHL Investment Management
Florida
$3.63M -$38.4K -1,574 -1%
ABC
138
Associated Banc-Corp
Wisconsin
$3.63M +$807K +33,090 +29%
WWM
139
WT Wealth Management
Arizona
$3.61M +$445K +18,248 +14%
BFG
140
Bleakley Financial Group
New Jersey
$3.39M -$639K -26,176 -16%
SS
141
Simplicity Solutions
Minnesota
$3.39M +$3.39M +139,146 New
M
142
MYeCFO
California
$3.39M +$9.76K +400 +0.3%
MOS
143
MGO One Seven
Ohio
$3.37M +$514K +21,080 +18%
CFP
144
Curran Financial Partners
South Carolina
$3.35M +$3.35M +137,206 New
HighTower Advisors
145
HighTower Advisors
Illinois
$3.34M -$759K -31,090 -18%
AWS
146
Aspen Wealth Strategies
Colorado
$3.31M +$108K +4,438 +3%
REMPR
147
Roof Eidam Maycock Peralta (REMP)
California
$3.31M -$3.61M -147,986 -52%
AG
148
Advocate Group
Minnesota
$3.23M -$1.5M -61,526 -32%
ISWM
149
Independent Solutions Wealth Management
New York
$3.17M +$398K +16,302 +14%
MFG
150
Merit Financial Group
Georgia
$3.11M +$564K +23,130 +22%
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