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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

573 hedge funds and large institutions have $10B invested in Schwab Short-Term US Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 209 increasing their positions, 224 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-6
Holders Change %
-1.04%
% of All Funds
9.14%
Holding in Top 10
47
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.62%
% of All Funds
0.75%
New
56
Increased
209
Reduced
224
Closed
57
Calls
$412K
Puts
$5K
Net Calls
+$407K
Net Calls Change
-$627K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$116M
2
MWM
Merriman Wealth Management
Washington
$44.1M
3
Goldman Sachs
Goldman Sachs
New York
$45M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$67M
5
TI
Tidal Investments
Wisconsin
$23.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.04B
2
Ameriprise
Ameriprise
Minnesota
$578M
3
HC
Hamilton Capital
Ohio
$3.35M
4
BIA
Bell Investment Advisors
California
$30.3K
5
Osaic Holdings
Osaic Holdings
Arizona
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCW
201
TD Private Client Wealth
New York
$1.91M – – –
AIS
202
American Investment Services
Massachusetts
$1.91M -$292K -12,200 -13%
WI
203
WBI Investments
New Jersey
$1.88M +$56K +2,340 +3%
TCWM
204
Total Clarity Wealth Management
Illinois
$1.86M -$624K -26,070 -25%
KF
205
Krilogy Financial
Missouri
$1.81M -$149K -6,230 -8%
M
206
MYeCFO
California
$1.81M -$503K -21,000 -22%
LPAM
207
Lodestar Private Asset Management
California
$1.8M +$621K +25,940 +53%
GWWM
208
Great Waters Wealth Management
Minnesota
$1.8M -$46.1K -1,932 -2%
OIA
209
OneDigital Investment Advisors
Kansas
$1.8M -$213K -8,916 -11%
LFAS
210
Level Four Advisory Services
Texas
$1.78M +$910K +38,022 +105%
LA
211
Lindenwold Advisors
Pennsylvania
$1.77M +$147K +6,156 +9%
CAG
212
Csenge Advisory Group
Florida
$1.76M +$55.4K +2,314 +3%
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$1.76M +$591K +24,686 +51%
Northern Trust
214
Northern Trust
Illinois
$1.74M +$1.74M +72,818 New
DT
215
Diversified Trust
Tennessee
$1.74M +$23.8K +992 +1%
SWM
216
SeaCrest Wealth Management
New York
$1.73M +$91.8K +3,834 +6%
PWA
217
Pillar Wealth Advisors
Pennsylvania
$1.72M -$64.5K -2,694 -4%
VT
218
Vise Technologies
New York
$1.65M -$222K -9,288 -12%
MOS
219
MGO One Seven
Ohio
$1.65M -$1.79M -74,824 -52%
SWM
220
SigFig Wealth Management
California
$1.6M +$20.8K +864 +1%
AFP
221
Ausdal Financial Partners
Iowa
$1.59M -$111K -4,646 -7%
PFG
222
PAX Financial Group
Texas
$1.5M +$129K +5,386 +9%
AWM
223
Avitas Wealth Management
California
$1.5M +$85.5K +3,572 +6%
IC
224
IEQ Capital
California
$1.48M +$1.48M +61,782 New
FCH
225
Freestone Capital Holdings
Washington
$1.45M +$295K +12,310 +25%
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