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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.

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
1
Bank of America
North Carolina
$1.35B
2
KFA
2
Krane Funds Advisors
New York
$74.1M
3
5L
3
55I LLC
Massachusetts
$59.4M
4
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$29.7M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$21.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$919M
2
FEG
2
Fund Evaluation Group
Ohio
$6.61M
3
EWA
3
ERTS Wealth Advisors
Michigan
$364K
4
WFA
4
WestHill Financial Advisors
California
$0
5
ACM
5
AlphaStar Capital Management
North Carolina
$17.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.35B 27,335,878 +3,809,484 +16%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$919M 18,559,457 -16,971,214 -48%
Ameriprise
3
Ameriprise
Minnesota
$451M 9,126,374 -293,835 -3%
SEI Investments
4
SEI Investments
Pennsylvania
$319M 6,440,258 +74,249 +1%
Charles Schwab
5
Charles Schwab
California
$108M 2,174,533 -148,621 -6%
Franklin Resources
6
Franklin Resources
California
$103M 2,074,670 -95,720 -4%
Stifel Financial
7
Stifel Financial
Missouri
$99.8M 2,014,831 +62,210 +3%
AA
8
Alesco Advisors
New York
$83.2M 1,678,721 +21,223 +1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$80.9M 1,633,491 -82,969 -5%
KFA
10
Krane Funds Advisors
New York
$74.1M 1,494,950 +800,000 +115%
TCM
11
Tradewinds Capital Management
Washington
$67.1M 1,354,569 +302,933 +29%
5L
12
55I LLC
Massachusetts
$59.4M 1,199,225 +700,627 +141%
DC
13
Davenport & Co
Virginia
$52.4M 1,058,386 +53,778 +5%
QCMNJ
14
Quantum Capital Management (New Jersey)
New Jersey
$45M 907,894 +287,053 +46%
AssetMark Inc
15
AssetMark Inc
California
$43.6M 880,669 +78,976 +10%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$42.8M 863,535 -105,885 -11%
EEP
17
Edgehill Endowment Partners
Connecticut
$40.1M 809,180 +520 +0.1%
RWP
18
Reliant Wealth Planning
Kentucky
$38.6M 780,087 +55,905 +8%
BOPW
19
Brandywine Oak Private Wealth
Pennsylvania
$37.4M 754,562 -13,378 -2%
HC
20
Hamilton Capital
Ohio
$37.3M 753,276 -38,628 -5%
AC
21
Apella Capital
Connecticut
$33.4M 674,445 +4,539 +0.7%
Osaic Holdings
22
Osaic Holdings
Arizona
$32M 693,790 +120,151 +21%
TCPWM
23
Traverso Chambers Private Wealth Management
California
$31.1M 626,980 +12,674 +2%
REMPR
24
Roof Eidam Maycock Peralta (REMP)
California
$29.7M 599,895 +444,220 +285%
Morgan Stanley
25
Morgan Stanley
New York
$29.4M 592,532 +359,596 +154%
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