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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

572 hedge funds and large institutions have $10.6B invested in Schwab Short-Term US Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 210 increasing their positions, 213 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+9
Holders Change %
+1.6%
% of All Funds
9.15%
Holding in Top 10
58
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.44%
% of All Funds
0.93%
New
77
Increased
210
Reduced
213
Closed
54
Calls
$2.07M
Puts
$5K
Net Calls
+$2.06M
Net Calls Change
-$13.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$5.85B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$826M
3
SCM
SCS Capital Management
Massachusetts
$55.5M
4
Ameriprise
Ameriprise
Minnesota
$657M
5
LPL Financial
LPL Financial
California
$44.8M

Top Sellers

1
MLM
Mount Lucas Management
Pennsylvania
$0
2
CGFA
Colton Groome Financial Advisors
North Carolina
$0
3
TI
Tidal Investments
Wisconsin
$0
4
CSPIA
Cary Street Partners Investment Advisory
Virginia
$1.35M
5
MF
Manchester Financial
California
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$3.05M +$2.5M +102,668 +456%
LEFP
152
Leading Edge Financial Planning
Tennessee
$3.03M -$54K -2,214 -2%
MHR
153
Matthew Hamilton Rosenberg
$3M +$1.08M +44,206 +56%
CMA
154
Cedar Mountain Advisors
Oregon
$2.98M +$196K +8,018 +7%
FVWA
155
Foster Victor Wealth Advisors
South Carolina
$2.97M -$1.15M -47,008 -28%
SSWM
156
Sheets Smith Wealth Management
North Carolina
$2.96M +$227K +9,306 +8%
LWM
157
Laidlaw Wealth Management
New York
$2.95M -$355K -14,556 -11%
IA
158
IFP Advisors
Florida
$2.92M -$1.48M -59,678 -34%
RTL
159
Red Tortoise LLC
Georgia
$2.89M +$644K +26,386 +29%
SPIO
160
Seven Post Investment Office
California
$2.89M -$82.7K -3,390 -3%
AWMG
161
Alliance Wealth Management Group
New Jersey
$2.82M +$209K +8,566 +8%
TCM
162
Towercrest Capital Management
Pennsylvania
$2.82M +$209K +8,566 +8%
BIA
163
Bigelow Investment Advisors
Maine
$2.77M -$3.54M -146,838 Closed
DPI
164
Diversified Portfolios Inc
Michigan
$2.71M +$143K +5,880 +6%
BCM
165
Beaumont Capital Management
Massachusetts
$2.68M +$2.68M +109,850 New
TIM
166
Tortoise Investment Management
New York
$2.58M +$766K +31,394 +42%
WA
167
WBH Advisory
Maryland
$2.49M +$2.49M +102,006 New
CA
168
Cambridge Associates
Massachusetts
$2.42M -$1.51M -61,698 -38%
LA
169
Lifeworks Advisors
Michigan
$2.34M +$64.6K +2,650 +3%
SAM
170
SignalPoint Asset Management
Missouri
$2.31M -$13.9K -570 -0.6%
FA
171
Fortis Advisors
Pennsylvania
$2.26M +$11.4K +466 +0.5%
MIS
172
Morningstar Investment Services
Illinois
$2.23M -$48.1K -1,974 -2%
KF
173
Krilogy Financial
Missouri
$2.23M -$13.7M -560,910 -86%
OIA
174
OneDigital Investment Advisors
Kansas
$2.22M -$3.42M -140,030 -61%
CAN
175
Cetera Advisor Networks
California
$2.2M +$882K +36,136 +67%
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