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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

563 hedge funds and large institutions have $7.7B invested in Schwab Short-Term US Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 195 increasing their positions, 211 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+36
Holders Change %
+6.83%
% of All Funds
9.08%
Holding in Top 10
72
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.16%
New
99
Increased
195
Reduced
211
Closed
59
Calls
$15.4M
Puts
$19K
Net Calls
+$15.4M
Net Calls Change
+$14.9M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.31B
2
Charles Schwab
Charles Schwab
California
$160M
3
EEP
Edgehill Endowment Partners
Connecticut
$64.4M
4
Morgan Stanley
Morgan Stanley
New York
$80M
5
MLM
Mount Lucas Management
Pennsylvania
$35.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$527M
2
Goldman Sachs
Goldman Sachs
New York
$17.7M
3
Jane Street
Jane Street
New York
$0
4
Ameriprise
Ameriprise
Minnesota
$618M
5
QCMNJ
Quantum Capital Management (New Jersey)
New Jersey
$3.76K
Name Holding Trade Value Shares
Change 		Shares
Change %
MIA
151
Milestone Investment Advisors
Wisconsin
$3.46M +$3.46M +143,622 New
VCM
152
Vivaldi Capital Management
Illinois
$3.4M -$4M -164,924 -54%
M
153
MYeCFO
California
$3.34M +$3.34M +138,400 New
AAS
154
Avantax Advisory Services
Texas
$3.31M +$3.08M +127,624 +1,333%
LWM
155
Laidlaw Wealth Management
New York
$3.27M +$61.6K +2,554 +2%
EP
156
Eudaimonia Partners
Tennessee
$3.24M -$53.4K -2,212 -2%
Commonwealth Equity Services
157
Commonwealth Equity Services
Massachusetts
$3.21M +$769K +31,880 +32%
AWS
158
Aspen Wealth Strategies
Colorado
$3.17M +$3.17M +131,390 New
WWM
159
WT Wealth Management
Arizona
$3.13M +$816K +33,812 +35%
LEFP
160
Leading Edge Financial Planning
Tennessee
$3.05M +$3.05M +126,438 New
SPIO
161
Seven Post Investment Office
California
$2.94M +$2.36M +97,786 +408%
DT
162
Diversified Trust
Tennessee
$2.91M -$76.2K -3,160 -3%
MOS
163
MGO One Seven
Ohio
$2.82M +$1.69M +69,936 +148%
ABC
164
Associated Banc-Corp
Wisconsin
$2.79M +$2M +82,972 +254%
CMA
165
Cedar Mountain Advisors
Oregon
$2.75M +$2.75M +114,118 New
ISWM
166
Independent Solutions Wealth Management
New York
$2.74M -$20.6K -852 -0.7%
SSWM
167
Sheets Smith Wealth Management
North Carolina
$2.7M -$1.61M -66,678 -37%
LWM
168
Ledge Wealth Management
Minnesota
$2.67M +$692K +28,704 +35%
Cetera Investment Advisers
169
Cetera Investment Advisers
Illinois
$2.66M -$5.47M -226,618 -67%
AWE
170
Avidian Wealth Enterprises
Texas
$2.65M -$280K -11,596 -10%
CCFCSB
171
Cape Cod Five Cents Savings Bank
Massachusetts
$2.62M -$2.26M -93,570 -46%
AWMG
172
Alliance Wealth Management Group
New Jersey
$2.58M -$69.8K -2,894 -3%
TCM
173
Towercrest Capital Management
Pennsylvania
$2.58M -$69.8K -2,894 -3%
BDFN
174
Bond & Devick Financial Network
Minnesota
$2.56M -$327K -13,562 -11%
GCM
175
G2 Capital Management
Ohio
$2.55M -$13.3M -552,158 -84%
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