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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 %
MIA
126
Milestone Investment Advisors
Wisconsin
$4.6M +$552K +22,954 +14%
DF
127
Donoghue Forlines
Massachusetts
$4.5M -$4.99M -207,618 -53%
DP
128
Denver PWM
Colorado
$4.42M +$2.69M +112,598 +156%
CIC
129
Carnegie Investment Counsel
Ohio
$4.42M -$658K -27,378 -13%
GVAG
130
Great Valley Advisor Group
Delaware
$4.41M -$73.4K -3,056 -2%
MHR
131
Matthew Hamilton Rosenberg
$4.19M +$1.24M +51,602 +42%
HCM
132
Hutchinson Capital Management
California
$4.06M -$64.8K -2,696 -2%
CCA
133
Cobblestone Capital Advisors
New York
$4.04M +$274K +11,406 +7%
SHWM
134
Smith & Howard Wealth Management
Georgia
$4.01M -$376K -15,640 -9%
CAN
135
Cetera Advisor Networks
California
$3.99M +$1.82M +75,662 +84%
SEP
136
Southland Equity Partners
Missouri
$3.95M +$359K +14,920 +10%
ES
137
ETF Store
Kansas
$3.92M -$1.95M -81,204 -33%
CFP
138
Curran Financial Partners
South Carolina
$3.92M +$621K +25,860 +19%
CWM
139
Cedar Wealth Management
California
$3.86M -$1.16M -48,416 -23%
Commonwealth Equity Services
140
Commonwealth Equity Services
Massachusetts
$3.84M +$79.1K +3,292 +2%
ABC
141
Associated Banc-Corp
Wisconsin
$3.78M +$209K +8,710 +6%
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$3.78M +$773K +32,162 +26%
SSWM
143
Sheets Smith Wealth Management
North Carolina
$3.77M +$853K +35,494 +29%
CCWA
144
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.75M -$93.9K -3,908 -2%
MAM
145
McLean Asset Management
Virginia
$3.67M -$197K -8,192 -5%
AIM
146
AHL Investment Management
Florida
$3.6M +$20.9K +870 +0.6%
ICM
147
Islay Capital Management
Texas
$3.59M -$424K -17,654 -11%
HighTower Advisors
148
HighTower Advisors
Illinois
$3.53M +$230K +9,570 +7%
MOS
149
MGO One Seven
Ohio
$3.45M +$133K +5,540 +4%
TWM
150
Tradition Wealth Management
Minnesota
$3.44M -$4.15M -172,926 -55%
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