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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 %
TPCW
201
TD Private Client Wealth
New York
$1.92M -$56.8K -2,354 -3%
MHR
202
Matthew Hamilton Rosenberg
$1.9M +$1.9M +78,614 New
PWA
203
Pillar Wealth Advisors
Pennsylvania
$1.89M -$1.72M -71,512 -48%
BOM
204
Bank of Marin
California
$1.89M +$108K +4,486 +6%
VT
205
Vise Technologies
New York
$1.85M +$783K +32,472 +74%
SA
206
Strategic Advisors
New York
$1.82M -$69.9K -2,900 -4%
TIM
207
Tortoise Investment Management
New York
$1.8M -$808K -33,482 -31%
PRS
208
Pinkerton Retirement Specialists
Idaho
$1.71M +$82.2K +3,406 +5%
SWM
209
SeaCrest Wealth Management
New York
$1.7M +$7K +290 +0.4%
JCIA
210
Jackson Creek Investment Advisors
Colorado
$1.66M +$1.66M +68,870 New
FCH
211
Freestone Capital Holdings
Washington
$1.65M +$1.65M +68,392 New
PS
212
Planned Solutions
California
$1.63M -$222K -9,224 -12%
PGAM
213
Princeton Global Asset Management
New Jersey
$1.59M -$45.5K -1,888 -3%
SWM
214
SigFig Wealth Management
California
$1.59M -$42.1K -1,796 -3%
AFP
215
Ausdal Financial Partners
Iowa
$1.59M +$203K +8,424 +15%
CAG
216
Csenge Advisory Group
Florida
$1.57M +$19.9K +824 +1%
CIR
217
Clear Investment Research
Georgia
$1.54M +$960K +39,822 +165%
CSIA
218
Charles Schwab Investment Advisory
California
$1.53M +$36.1K +1,496 +2%
SFA
219
Sequoia Financial Advisors
Ohio
$1.51M -$143K -5,918 -9%
WI
220
WBI Investments
New Jersey
$1.5M +$1.27M +52,484 +551%
RG
221
Retirement Group
California
$1.48M +$284K +11,788 +24%
CAMG
222
CWA Asset Management Group
Florida
$1.47M +$1.47M +60,888 New
AWS
223
Arkfeld Wealth Strategies
Nebraska
$1.46M -$168K -6,922 -10%
B
224
Bensler
Washington
$1.46M -$45.3K -1,880 -3%
DP
225
Denver PWM
Colorado
$1.45M +$343K +14,202 +31%
7 8
9
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