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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 %
LA
176
Lifeworks Advisors
Michigan
$2.34M +$28.4K +1,180 +1%
SFG
177
StrategIQ Financial Group
Indiana
$2.33M +$2.07M +86,320 +802%
M
178
MYeCFO
California
$2.32M -$1.01M -42,200 -30%
SAM
179
SignalPoint Asset Management
Missouri
$2.26M -$21.8K -906 -1%
FA
180
Fortis Advisors
Pennsylvania
$2.25M +$20K +832 +0.9%
MIS
181
Morningstar Investment Services
Illinois
$2.24M +$36.6K +1,522 +2%
AIS
182
American Investment Services
Massachusetts
$2.21M +$159K +6,600 +8%
LWM
183
Ledge Wealth Management
Minnesota
$2.18M +$13.8K +576 +0.6%
WA
184
WBH Advisory
Maryland
$2.16M -$287K -11,950 -12%
CSIA
185
Charles Schwab Investment Advisory
California
$2.13M -$29.5K -1,228 -1%
JCIA
186
Jackson Creek Investment Advisors
Colorado
$2.05M +$20.9K +870 +1%
OIA
187
OneDigital Investment Advisors
Kansas
$2.02M -$166K -6,926 -8%
RWB
188
RMR Wealth Builders
New Jersey
$2M +$337K +14,030 +20%
BA
189
Bluesphere Advisors
Pennsylvania
$1.99M – – –
KM
190
Kalos Management
Georgia
$1.98M -$111K -4,628 -5%
TF
191
Trek Financial
Arizona
$1.97M +$891K +37,070 +83%
KF
192
Krilogy Financial
Missouri
$1.97M -$232K -9,660 -11%
AI
193
Atria Investments
North Carolina
$1.95M -$198K -8,250 -9%
TPCW
194
TD Private Client Wealth
New York
$1.92M – – –
AWMG
195
Alliance Wealth Management Group
New Jersey
$1.9M -$879K -36,562 -32%
TCM
196
Towercrest Capital Management
Pennsylvania
$1.9M -$879K -36,562 -32%
ST
197
Smithfield Trust
Pennsylvania
$1.89M +$1.89M +78,756 New
VT
198
Vise Technologies
New York
$1.88M +$14.5K +602 +0.8%
GWWM
199
Great Waters Wealth Management
Minnesota
$1.86M -$116K -4,820 -6%
BOM
200
Bank of Marin
California
$1.83M -$6.92K -288 -0.4%
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