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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

496 hedge funds and large institutions have $5.61B invested in Schwab Short-Term US Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 183 increasing their positions, 200 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
-25
Holders Change %
-4.8%
% of All Funds
7.85%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
0.81%
New
47
Increased
183
Reduced
200
Closed
65
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.35B
2
KFA
Krane Funds Advisors
New York
$74.1M
3
5L
55I LLC
Massachusetts
$59.4M
4
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$29.7M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$21.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$919M
2
FEG
Fund Evaluation Group
Ohio
$6.61M
3
EWA
ERTS Wealth Advisors
Michigan
$364K
4
WFA
WestHill Financial Advisors
California
$0
5
ACM
AlphaStar Capital Management
North Carolina
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
176
Integrated Wealth Concepts
Massachusetts
$1.91M +$36.4K +1,468 +2%
FANJ
177
Financial Architects (New Jersey)
New Jersey
$1.88M -$226K -9,138 -11%
B
178
Bensler
Washington
$1.86M +$1.86M +74,892 New
CFGS
179
Concourse Financial Group Securities
Alabama
$1.83M +$240K +9,698 +15%
BOM
180
Bank of Marin
California
$1.82M +$12K +486 +0.7%
WP
181
WealthSource Partners
California
$1.82M +$3.77K +152 +0.2%
Financial Engines Advisors
182
Financial Engines Advisors
California
$1.8M +$270K +10,908 +18%
APW
183
Aurora Private Wealth
New Jersey
$1.79M -$1.59M -64,378 -47%
WFA
184
Websterrogers Financial Advisors
South Carolina
$1.77M -$7.03M -284,638 -80%
SWM
185
SigFig Wealth Management
California
$1.74M +$222K +9,658 +15%
DSAM
186
Dock Street Asset Management
Florida
$1.73M -$2.28M -91,906 -57%
RIM
187
Rockbridge Investment Management
New York
$1.72M -$17.3K -702 -1%
CTC
188
Central Trust Company
Missouri
$1.71M -$3.21M -129,600 -65%
PGAM
189
Princeton Global Asset Management
New Jersey
$1.7M -$68.6K -2,770 -4%
NF
190
NTB Financial
Colorado
$1.69M -$14.1K -570 -0.8%
MAM
191
Marquette Asset Management
Minnesota
$1.65M – – –
IC
192
IEQ Capital
California
$1.63M +$1.63M +65,940 New
WFS
193
Walker Financial Services
Kentucky
$1.61M +$1.61M +65,150 New
WFS
194
Weitzel Financial Services
Iowa
$1.61M -$1.04M -41,890 -39%
CGL
195
Clarius Group LLC
Washington
$1.61M – – –
CMBA
196
C.M. Bidwell & Associates
Hawaii
$1.59M -$25.6K -1,034 -2%
KAS
197
Kestra Advisory Services
Texas
$1.58M +$488K +19,690 +45%
UC
198
Unio Capital
New Jersey
$1.56M -$65.9K -2,662 -4%
RWA
199
Roberts Wealth Advisors
California
$1.51M -$1.13M -45,870 -43%
VVP
200
Venture Visionary Partners
Ohio
$1.5M -$40K -1,616 -3%
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