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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

496 hedge funds and large institutions have $5.61B invested in Schwab Short-Term US Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 183 increasing their positions, 200 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
-25
Holders Change %
-4.8%
% of All Funds
7.85%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
0.81%
New
47
Increased
183
Reduced
200
Closed
65
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.35B
2
KFA
Krane Funds Advisors
New York
$74.1M
3
5L
55I LLC
Massachusetts
$59.4M
4
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$29.7M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$21.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$919M
2
FEG
Fund Evaluation Group
Ohio
$6.61M
3
EWA
ERTS Wealth Advisors
Michigan
$364K
4
WFA
WestHill Financial Advisors
California
$0
5
ACM
AlphaStar Capital Management
North Carolina
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
151
FLC Capital Advisors
California
$3.04M -$2.73M -110,042 -47%
RFA
152
Resurgent Financial Advisors
Georgia
$2.85M -$342K -13,814 -11%
IA
153
IFP Advisors
Florida
$2.8M +$2.3M +92,282 +452%
Bank of New York Mellon
154
Bank of New York Mellon
New York
$2.79M +$2.26M +91,270 +426%
ISWM
155
Independent Solutions Wealth Management
New York
$2.7M +$216K +8,704 +9%
BCM
156
Blume Capital Management
California
$2.64M +$2.17M +87,646 +460%
MIS
157
Morningstar Investment Services
Illinois
$2.58M +$38.3K +1,546 +2%
JWS
158
Juncture Wealth Strategies
Arizona
$2.52M -$22.9K -926 -0.9%
RA
159
Riversedge Advisors
Delaware
$2.46M +$229K +9,232 +10%
Koshinski Asset Management
160
Koshinski Asset Management
Illinois
$2.39M -$21.8K -880 -0.9%
BCM
161
Brookstone Capital Management
Illinois
$2.37M +$1.73M +70,172 +273%
GVAG
162
Great Valley Advisor Group
Delaware
$2.31M +$162K +6,364 +8%
DWT
163
Dorsey & Whitney Trust
South Dakota
$2.31M -$299K -12,058 -11%
HSA
164
HBK Sorce Advisory
Pennsylvania
$2.31M -$124K -5,020 -5%
Commonwealth Equity Services
165
Commonwealth Equity Services
Massachusetts
$2.27M -$962K -38,856 -30%
CBFP
166
Cedar Brook Financial Partners
Ohio
$2.26M +$18.6K +750 +0.8%
LWM
167
Ledge Wealth Management
Minnesota
$2.17M +$2.17M +87,538 New
AHSSHC
168
Adventist Health System Sunbelt Healthcare Corp
Florida
$2.13M -$19.8K -800 -0.9%
MIAN
169
Mariner Independent Advisor Network
Kansas
$2.12M -$12.9K -520 -0.6%
PS
170
Planned Solutions
California
$2.12M -$505K -20,370 -19%
PCWA
171
Pacific Capital Wealth Advisors
California
$2.08M -$118K -4,764 -5%
FF
172
Friedenthal Financial
New Jersey
$2.04M +$103K +4,154 +5%
PRS
173
Pinkerton Retirement Specialists
Idaho
$2.01M +$81.8K +3,302 +4%
EWM
174
Elmwood Wealth Management
California
$1.98M – – –
SFA
175
Sequoia Financial Advisors
Ohio
$1.92M +$14.8K +596 +0.8%
5 6
7
8 9