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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

527 hedge funds and large institutions have $7.07B invested in Schwab Short-Term US Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 177 increasing their positions, 232 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
9.11%
Holding in Top 10
72
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.86%
% of All Funds
1.25%
New
59
Increased
177
Reduced
232
Closed
51
Calls
$455K
Puts
–
Net Calls
+$455K
Net Calls Change
+$455K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.45B
2
Ameriprise
Ameriprise
Minnesota
$688M
3
Goldman Sachs
Goldman Sachs
New York
$79.6M
4
Jane Street
Jane Street
New York
$60.7M
5
CB
Commerce Bank
Missouri
$49.9M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$0
2
KFA
Krane Funds Advisors
New York
$10.4M
3
FEG
Fund Evaluation Group
Ohio
$59.5M
4
LPL Financial
LPL Financial
California
$9.06M
5
EEP
Edgehill Endowment Partners
Connecticut
$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
151
Avidian Wealth Enterprises
Texas
$2.94M -$13.3M -552,334 -82%
CPC
152
Consolidated Planning Corp
Georgia
$2.92M +$2.92M +121,058 New
BDFN
153
Bond & Devick Financial Network
Minnesota
$2.89M +$187K +7,744 +7%
MA
154
McBroom & Associates
Nevada
$2.86M -$957K -39,654 -25%
ISWM
155
Independent Solutions Wealth Management
New York
$2.76M +$46.7K +1,936 +2%
IA
156
IFP Advisors
Florida
$2.75M -$58.6K -2,356 -2%
Citadel Advisors
157
Citadel Advisors
Florida
$2.74M +$1.43M +59,436 +110%
TCWM
158
Total Clarity Wealth Management
Illinois
$2.74M +$2.42M +100,198 +747%
AWMG
159
Alliance Wealth Management Group
New Jersey
$2.65M +$1.65M +68,472 +166%
TCM
160
Towercrest Capital Management
Pennsylvania
$2.65M +$1.65M +68,472 +166%
TIM
161
Tortoise Investment Management
New York
$2.6M -$3.49M -144,708 -57%
PP
162
PrairieView Partners
Minnesota
$2.57M -$160K -6,634 -6%
DWM
163
Dopkins Wealth Management
New York
$2.47M -$42.6K -1,764 -2%
RA
164
Riversedge Advisors
Delaware
$2.46M +$8.54K +354 +0.3%
BDWCC
165
B&D White Capital Company
Texas
$2.45M -$463K -19,202 -16%
DWT
166
Dorsey & Whitney Trust
South Dakota
$2.45M +$82.8K +3,432 +3%
Commonwealth Equity Services
167
Commonwealth Equity Services
Massachusetts
$2.44M -$313K -12,968 -11%
WWM
168
WT Wealth Management
Arizona
$2.31M +$1.57M +65,264 +213%
MIS
169
Morningstar Investment Services
Illinois
$2.26M -$50.5K -2,092 -2%
ATI
170
Act Two Investors
California
$2.24M -$26.1K -1,082 -1%
FA
171
Fortis Advisors
Pennsylvania
$2.21M +$2.21M +91,600 New
Koshinski Asset Management
172
Koshinski Asset Management
Illinois
$2.2M +$25.7K +1,064 +1%
JWM
173
JFG Wealth Management
Colorado
$2.19M +$1.88M +78,008 +612%
AI
174
Atria Investments
North Carolina
$2.18M +$685K +28,382 +46%
RFA
175
Resurgent Financial Advisors
Georgia
$2.03M -$911K -37,738 -31%
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