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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

579 hedge funds and large institutions have $11.8B invested in Schwab Short-Term US Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 224 increasing their positions, 212 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
9.13%
Holding in Top 10
52
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.34%
% of All Funds
0.82%
New
68
Increased
224
Reduced
212
Closed
56
Calls
$1.17M
Puts
$139K
Net Calls
+$1.03M
Net Calls Change
-$1.03M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.95B
2
Bank of America
Bank of America
North Carolina
$5.89B
3
State Street
State Street
Massachusetts
$74.5M
4
GP
Greenline Partners
New York
$54M
5
CCA
Clearwater Capital Advisors
Illinois
$38.1M

Top Sellers

1
EEP
Edgehill Endowment Partners
Connecticut
$0
2
AA
Alesco Advisors
New York
$11.3M
3
CB
Commerce Bank
Missouri
$23.4M
4
DC
Davenport & Co
Virginia
$25.4M
5
HWA
Heartwood Wealth Advisors
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ISWM
151
Independent Solutions Wealth Management
New York
$3.29M +$171K +7,134 +5%
REMPR
152
Roof Eidam Maycock Peralta (REMP)
California
$3.26M +$2.88K +120 +0.1%
SS
153
Simplicity Solutions
Minnesota
$3.25M -$95.3K -3,966 -3%
BFG
154
Bleakley Financial Group
New Jersey
$3.25M -$95.3K -3,966 -3%
TC
155
TownSquare Capital
Utah
$3.21M +$3.21M +133,732 New
BWM
156
Brown Wealth Management
Illinois
$3.15M +$3.15M +131,170 New
TIM
157
Tortoise Investment Management
New York
$3.06M +$520K +21,622 +20%
CMA
158
Cedar Mountain Advisors
Oregon
$3.04M +$107K +4,468 +4%
AWS
159
Aspen Wealth Strategies
Colorado
$2.98M -$284K -11,798 -9%
Kovitz Investment Group Partners
160
Kovitz Investment Group Partners
Illinois
$2.85M -$2.99M -124,476 -51%
DPI
161
Diversified Portfolios Inc
Michigan
$2.77M +$104K +4,336 +4%
LEFP
162
Leading Edge Financial Planning
Tennessee
$2.77M -$220K -9,152 -7%
MFG
163
Merit Financial Group
Georgia
$2.76M -$303K -12,594 -10%
KWM
164
Kingsview Wealth Management
Oregon
$2.75M -$994K -41,382 -27%
BIA
165
Bigelow Investment Advisors
Maine
$2.64M +$2.64M +109,758 New
FFA
166
Farther Finance Advisors
California
$2.62M +$562K +23,408 +27%
CA
167
Cetera Advisors
Colorado
$2.57M +$508K +21,134 +25%
BCM
168
Beaumont Capital Management
Massachusetts
$2.57M -$66.1K -2,752 -3%
FVWA
169
Foster Victor Wealth Advisors
South Carolina
$2.55M -$370K -15,448 -13%
RTL
170
Red Tortoise LLC
Georgia
$2.53M -$326K -13,566 -11%
IA
171
IFP Advisors
Florida
$2.52M -$307K -12,780 -11%
TCWM
172
Total Clarity Wealth Management
Illinois
$2.5M -$1.19M -49,724 -32%
Koshinski Asset Management
173
Koshinski Asset Management
Illinois
$2.46M +$2.46M +102,432 New
Financial Engines Advisors
174
Financial Engines Advisors
California
$2.42M +$783K +32,564 +48%
LWM
175
Laidlaw Wealth Management
New York
$2.37M -$542K -22,560 -19%
5 6
7
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