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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 %
WI
201
WBI Investments
New Jersey
$1.83M -$3.99K -166 -0.2%
PWA
202
Pillar Wealth Advisors
Pennsylvania
$1.8M -$53.7K -2,234 -3%
US Bancorp
203
US Bancorp
Minnesota
$1.76M +$593K +24,692 +51%
ZIMP
204
Zimmermann Investment Management & Planning
Pennsylvania
$1.76M +$42.5K +1,770 +2%
FANJ
205
Financial Architects (New Jersey)
New Jersey
$1.72M +$366K +15,234 +27%
DT
206
Diversified Trust
Tennessee
$1.72M +$15.2K +634 +0.9%
CAG
207
Csenge Advisory Group
Florida
$1.71M +$93.6K +3,896 +6%
CFGS
208
Concourse Financial Group Securities
Alabama
$1.71M +$1.09M +45,302 +174%
AFP
209
Ausdal Financial Partners
Iowa
$1.71M +$20.1K +836 +1%
SWM
210
SeaCrest Wealth Management
New York
$1.65M -$60.9K -2,534 -4%
LA
211
Lindenwold Advisors
Pennsylvania
$1.62M +$699K +29,084 +76%
SWM
212
SigFig Wealth Management
California
$1.59M -$533 -22 -0%
PGAM
213
Princeton Global Asset Management
New Jersey
$1.55M -$38.2K -1,588 -2%
SFA
214
Sequoia Financial Advisors
Ohio
$1.51M +$95.1K +3,956 +7%
WCFA
215
Walkner Condon Financial Advisors
Wisconsin
$1.5M +$101K +4,220 +7%
CCFCSB
216
Cape Cod Five Cents Savings Bank
Massachusetts
$1.49M -$195K -8,110 -12%
PP
217
PrairieView Partners
Minnesota
$1.47M -$532K -22,136 -27%
DG
218
DMC Group
Alabama
$1.47M +$45.5K +1,892 +3%
AWM
219
Avitas Wealth Management
California
$1.41M +$34.7K +1,446 +3%
GS
220
GTS Securities
New York
$1.41M +$1.41M +58,742 New
CIR
221
Clear Investment Research
Georgia
$1.39M -$111K -4,628 -7%
MA
222
McBroom & Associates
Nevada
$1.39M -$195K -8,096 -12%
PFG
223
PAX Financial Group
Texas
$1.38M +$51.1K +2,126 +4%
BCM
224
Brookstone Capital Management
Illinois
$1.38M -$50.5K -2,110 -4%
FIB
225
First Interstate Bank
Montana
$1.37M +$1.37M +56,844 New
7 8
9
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