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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 %
DPI
176
Diversified Portfolios Inc
Michigan
$2.54M -$931K -38,602 -27%
MFG
177
Merit Financial Group
Georgia
$2.51M -$788K -32,656 -24%
SAM
178
SignalPoint Asset Management
Missouri
$2.3M -$887K -36,764 -28%
LPAM
179
Lodestar Private Asset Management
California
$2.27M +$2.27M +94,242 New
MIS
180
Morningstar Investment Services
Illinois
$2.26M +$3.09K +128 +0.1%
LA
181
Lifeworks Advisors
Michigan
$2.25M -$1.39M -57,446 -38%
Koshinski Asset Management
182
Koshinski Asset Management
Illinois
$2.25M +$48.7K +2,020 +2%
PAG
183
Private Advisor Group
New Jersey
$2.23M -$13.2K -1,316 -0.6%
FA
184
Fortis Advisors
Pennsylvania
$2.23M +$16.4K +678 +0.7%
RTL
185
Red Tortoise LLC
Georgia
$2.23M +$2.23M +92,266 New
RA
186
Riversedge Advisors
Delaware
$2.22M -$238K -9,886 -10%
CCA
187
Cobblestone Capital Advisors
New York
$2.22M +$1.01M +41,778 +83%
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$2.18M +$755K +31,296 +53%
ATI
189
Act Two Investors
California
$2.17M -$72.1K -2,988 -3%
IMC Chicago
190
IMC Chicago
Illinois
$2.13M +$2.13M +88,438 New
GWWM
191
Great Waters Wealth Management
Minnesota
$2.12M +$2.12M +87,132 New
MA
192
McBroom & Associates
Nevada
$2.08M -$783K -32,458 -27%
AIS
193
American Investment Services
Massachusetts
$2.06M +$2.06M +85,236 New
LHWM
194
Lake Hills Wealth Management
Texas
$2.05M +$2.05M +85,170 New
PP
195
PrairieView Partners
Minnesota
$2.03M -$540K -22,374 -21%
BA
196
Bluesphere Advisors
Pennsylvania
$2M +$2M +82,908 New
DWM
197
Dopkins Wealth Management
New York
$1.99M -$481K -19,956 -19%
AI
198
Atria Investments
North Carolina
$1.97M -$206K -8,560 -9%
BA
199
Bridge Advisory
California
$1.96M +$1.96M +81,198 New
DFC
200
DBK Financial Counsel
Ohio
$1.95M -$2.09M -86,456 -52%
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