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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 %
KC
126
Kades & Cheifetz
Pennsylvania
$4.86M +$36.1K +1,506 +0.7%
UCFA
127
United Capital Financial Advisors
Texas
$4.85M -$337K -14,072 -7%
AWS
128
Atria Wealth Solutions
New York
$4.78M -$5.53M -230,772 -54%
MHR
129
Matthew Hamilton Rosenberg
$4.77M +$595K +24,838 +14%
ATI
130
Act Two Investors
California
$4.74M -$670K -27,978 -12%
FWM
131
Forza Wealth Management
Florida
$4.74M – – –
HI
132
Harrington Investments
California
$4.68M -$89.7K -3,748 -2%
ES
133
ETF Store
Kansas
$4.66M +$765K +32,092 +20%
DP
134
Denver PWM
Colorado
$4.64M +$228K +9,552 +5%
BCM
135
Blume Capital Management
California
$4.54M -$6.54M -273,292 -59%
US Bancorp
136
US Bancorp
Minnesota
$4.48M +$2.69M +110,360 +151%
CCA
137
Cobblestone Capital Advisors
New York
$4.45M +$418K +17,438 +10%
TIM
138
Tortoise Investment Management
New York
$4.38M +$1.33M +55,408 +43%
VBFP
139
Valtinson Bruner Financial Planning
Minnesota
$4.37M -$330K -13,778 -7%
ABC
140
Associated Banc-Corp
Wisconsin
$4.33M +$556K +23,208 +15%
MAG
141
Members Advisory Group
New York
$4.23M -$1.14M -47,642 -21%
MIA
142
Milestone Investment Advisors
Wisconsin
$4.23M -$360K -15,054 -8%
DBRC
143
D.B. Root & Company
Pennsylvania
$4.2M -$732K -30,550 -15%
RTL
144
Red Tortoise LLC
Georgia
$4.18M +$1.66M +69,332 +66%
CFP
145
Curran Financial Partners
South Carolina
$4.15M +$245K +10,250 +6%
BWM
146
Brown Wealth Management
Illinois
$4.14M +$996K +41,598 +32%
TC
147
TownSquare Capital
Utah
$4.14M +$933K +38,960 +29%
SFG
148
StrategIQ Financial Group
Indiana
$4.02M +$1.7M +70,928 +73%
IA
149
Inspire Advisors
Idaho
$3.99M -$1.66M -69,492 -29%
ISWM
150
Independent Solutions Wealth Management
New York
$3.93M +$647K +27,018 +20%
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