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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 %
MIAN
176
Mariner Independent Advisor Network
Kansas
$2.01M +$35.6K +1,476 +2%
CPO
177
Cerity Partners OCIO
New York
$1.99M – – –
TPCW
178
TD Private Client Wealth
New York
$1.98M +$1.98M +82,154 New
LWM
179
Ledge Wealth Management
Minnesota
$1.98M -$1.04M -43,174 -34%
AWS
180
Atria Wealth Solutions
New York
$1.91M -$382K -15,824 -17%
SA
181
Strategic Advisors
New York
$1.89M -$84.3K -3,492 -4%
PS
182
Planned Solutions
California
$1.86M -$290 -12 -0%
IWC
183
Integrated Wealth Concepts
Massachusetts
$1.85M +$18.8K +778 +1%
BOM
184
Bank of Marin
California
$1.78M -$84.6K -3,506 -5%
SWM
185
SeaCrest Wealth Management
New York
$1.7M +$791K +32,790 +87%
SFA
186
Sequoia Financial Advisors
Ohio
$1.65M -$178K -7,388 -10%
PGAM
187
Princeton Global Asset Management
New Jersey
$1.64M +$114K +4,740 +7%
PRS
188
Pinkerton Retirement Specialists
Idaho
$1.63M -$259K -10,754 -14%
IC
189
IEQ Capital
California
$1.63M +$5.79K +240 +0.4%
AWS
190
Arkfeld Wealth Strategies
Nebraska
$1.61M -$62.5K -2,602 -4%
SWM
191
SigFig Wealth Management
California
$1.57M -$107K -4,762 -6%
SBL
192
Sargent Bickham Lagudis
Colorado
$1.56M +$1.4M +58,068 +885%
CAG
193
Csenge Advisory Group
Florida
$1.55M +$405K +16,778 +35%
AG
194
Advocate Group
Minnesota
$1.52M -$3.18M -131,950 -68%
FANJ
195
Financial Architects (New Jersey)
New Jersey
$1.51M +$1.51M +62,648 New
B
196
Bensler
Washington
$1.5M -$101K -4,204 -6%
BCM
197
Brookstone Capital Management
Illinois
$1.5M -$296K -12,266 -16%
CSIA
198
Charles Schwab Investment Advisory
California
$1.5M +$1.5M +62,062 New
KM
199
Kalos Management
Georgia
$1.48M +$114K +4,726 +8%
EWM
200
Elmwood Wealth Management
California
$1.43M -$507K -21,000 -26%
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