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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 %
PAM
201
Peak Asset Management
Colorado
$1.48M -$351K -14,172 -19%
CA
202
Calton & Associates
Florida
$1.45M +$162K +6,552 +13%
SAM
203
Summit Asset Management
Tennessee
$1.44M – – –
PWA
204
Pillar Wealth Advisors
Pennsylvania
$1.43M -$242K -9,760 -14%
NCM
205
Nelson Capital Management
California
$1.42M -$631K -25,488 -31%
AWM
206
Avitas Wealth Management
California
$1.41M +$33.2K +1,342 +2%
WC
207
Wealth CMT
New Jersey
$1.41M +$64.9K +2,618 +5%
TCM
208
Twele Capital Management
Minnesota
$1.39M -$32.6K -1,314 -2%
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$1.39M -$1.3M -52,402 -48%
ALWM
210
Andrews Lucia Wealth Management
California
$1.38M +$995K +39,112 +257%
LWAC
211
Laurel Wealth Advisors (California)
California
$1.35M +$17.7K +716 +1%
OIA
212
OneDigital Investment Advisors
Kansas
$1.34M -$145K -5,870 -10%
HIF
213
Hill Island Financial
Michigan
$1.31M +$842 +34 +0.1%
PCIA
214
Prime Capital Investment Advisors
Kansas
$1.3M – – –
CWM
215
Congress Wealth Management
Massachusetts
$1.28M -$502K -20,254 -28%
AI
216
Atria Investments
North Carolina
$1.27M +$124K +5,016 +11%
AWS
217
Arkfeld Wealth Strategies
Nebraska
$1.26M +$513K +20,732 +69%
SCA
218
STALEY CAPITAL ADVISERS
Pennsylvania
$1.22M – – –
TW
219
TrinityPoint Wealth
Connecticut
$1.21M +$45.5K +1,836 +4%
FAIM
220
Financial Advocates Investment Management
Washington
$1.2M +$198 +8 +0%
APA
221
American Portfolios Advisors
New York
$1.19M +$80.4K +3,246 +7%
DB
222
Dravo Bay
Delaware
$1.16M +$52.2K +2,106 +5%
RWA
223
Redhawk Wealth Advisors
Minnesota
$1.16M -$721K -29,108 -38%
CI
224
Cordant Inc
Oregon
$1.16M -$2.29M -92,564 -66%
ECM
225
Evergreen Capital Management
Washington
$1.14M -$9.91K -400 -0.9%
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