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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

526 hedge funds and large institutions have $6.46B invested in Schwab Short-Term US Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 168 increasing their positions, 219 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
526
Holders Change
+30
Holders Change %
+6.05%
% of All Funds
8.89%
Holding in Top 10
70
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+37.25%
% of All Funds
1.18%
New
80
Increased
168
Reduced
219
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.84B
2
FEG
Fund Evaluation Group
Ohio
$100M
3
MIM
Morningstar Investment Management
Illinois
$79.8M
4
HC
Hamilton Capital
Ohio
$78.6M
5
Franklin Resources
Franklin Resources
California
$141M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
$713K
2
5L
55I LLC
Massachusetts
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$876M
4
JWM
Jackson Wealth Management
Florida
$0
5
Jane Street
Jane Street
New York
$1.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
151
Blume Capital Management
California
$3.07M +$443K +18,000 +17%
DT
152
Diversified Trust
Tennessee
$3.04M -$366K -14,878 -11%
DAS
153
Dynamic Advisor Solutions
Arizona
$3.03M -$1.08M -44,054 -26%
RFA
154
Resurgent Financial Advisors
Georgia
$3M +$170K +6,932 +6%
BDWCC
155
B&D White Capital Company
Texas
$2.97M +$2.97M +120,766 New
WFS
156
Walker Financial Services
Kentucky
$2.92M +$1.32M +53,764 +83%
Commonwealth Equity Services
157
Commonwealth Equity Services
Massachusetts
$2.81M +$547K +22,242 +24%
IA
158
IFP Advisors
Florida
$2.8M – – –
PP
159
PrairieView Partners
Minnesota
$2.78M -$1.15M -46,792 -29%
ISWM
160
Independent Solutions Wealth Management
New York
$2.76M +$86.7K +3,524 +3%
BDFN
161
Bond & Devick Financial Network
Minnesota
$2.75M -$792K -32,218 -22%
PAS
162
Park Avenue Securities
New York
$2.57M -$469K -19,056 -15%
DWM
163
Dopkins Wealth Management
New York
$2.56M +$2.56M +104,244 New
RA
164
Riversedge Advisors
Delaware
$2.5M +$52K +2,114 +2%
DWT
165
Dorsey & Whitney Trust
South Dakota
$2.41M +$119K +4,838 +5%
MIS
166
Morningstar Investment Services
Illinois
$2.35M -$213K -8,694 -8%
AWS
167
Atria Wealth Solutions
New York
$2.33M +$1.3M +52,764 +125%
ATI
168
Act Two Investors
California
$2.31M -$816K -33,190 -26%
CFGS
169
Concourse Financial Group Securities
Alabama
$2.29M +$479K +19,480 +26%
FCA
170
FLC Capital Advisors
California
$2.27M -$756K -30,728 -25%
Koshinski Asset Management
171
Koshinski Asset Management
Illinois
$2.22M -$153K -6,222 -6%
Bank of New York Mellon
172
Bank of New York Mellon
New York
$2.14M -$630K -25,596 -23%
PCWA
173
Pacific Capital Wealth Advisors
California
$2.04M -$17.9K -728 -0.9%
CPO
174
Cerity Partners OCIO
New York
$2.02M +$2.02M +82,274 New
SA
175
Strategic Advisors
New York
$2.01M +$2.01M +81,780 New
5 6
7
8 9