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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 %
LWM
176
Ledge Wealth Management
Minnesota
$2.2M -$503K -20,618 -19%
CSIA
177
Charles Schwab Investment Advisory
California
$2.19M +$641K +26,290 +41%
RA
178
Riversedge Advisors
Delaware
$2.19M -$53.9K -2,208 -2%
AI
179
Atria Investments
North Carolina
$2.18M +$189K +7,758 +9%
GGS
180
Galvin Gaustad & Stein
Arizona
$2.17M -$1.33M -54,576 -38%
WAM
181
Worth Asset Management
Texas
$2.16M -$2.17M -88,952 -50%
KM
182
Kalos Management
Georgia
$2.12M +$756K +31,006 +55%
CA
183
Cetera Advisors
Colorado
$2.1M +$1.45M +59,598 +226%
FFA
184
Farther Finance Advisors
California
$2.09M +$813K +33,324 +64%
JCIA
185
Jackson Creek Investment Advisors
Colorado
$2.06M +$383K +15,684 +23%
AIS
186
American Investment Services
Massachusetts
$2.06M – – –
PP
187
PrairieView Partners
Minnesota
$2.03M -$22.1K -906 -1%
CWM
188
Cabot Wealth Management
Massachusetts
$2.03M -$3.7M -151,866 -65%
BA
189
Bluesphere Advisors
Pennsylvania
$2.02M – – –
GWWM
190
Great Waters Wealth Management
Minnesota
$2M -$122K -5,026 -6%
FTUS
191
Flow Traders U.S.
New York
$1.96M +$1.96M +80,378 New
TPCW
192
TD Private Client Wealth
New York
$1.95M – – –
EWA
193
ERTS Wealth Advisors
Michigan
$1.94M -$7.98M -327,090 -80%
DWM
194
Dopkins Wealth Management
New York
$1.92M -$93K -3,812 -5%
VT
195
Vise Technologies
New York
$1.9M +$26.7K +1,096 +1%
PWA
196
Pillar Wealth Advisors
Pennsylvania
$1.88M -$34.6K -1,420 -2%
BOM
197
Bank of Marin
California
$1.87M -$39K -1,598 -2%
WI
198
WBI Investments
New Jersey
$1.86M +$345K +14,148 +23%
Millennium Management
199
Millennium Management
New York
$1.85M +$1.85M +75,910 New
PRS
200
Pinkerton Retirement Specialists
Idaho
$1.78M +$45.9K +1,882 +3%
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8
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