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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.

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
1
Bank of America
North Carolina
$3.31B
2
Charles Schwab
2
Charles Schwab
California
$160M
3
PSP
3
Pacific Sage Partners
Washington
$64.9M
4
EEP
4
Edgehill Endowment Partners
Connecticut
$64.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$80M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$527M
2
Goldman Sachs
2
Goldman Sachs
New York
$17.7M
3
Jane Street
3
Jane Street
New York
$0
4
Ameriprise
4
Ameriprise
Minnesota
$618M
5
QCMNJ
5
Quantum Capital Management (New Jersey)
New Jersey
$3.76K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.31B 68,631,716 +17,813,374 +35%
Ameriprise
2
Ameriprise
Minnesota
$618M 12,815,296 -1,157,605 -8%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$527M 10,925,081 -6,923,149 -39%
SEI Investments
4
SEI Investments
Pennsylvania
$304M 6,311,451 +38,933 +0.6%
Charles Schwab
5
Charles Schwab
California
$160M 3,310,522 +1,384,232 +72%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$117M 2,424,733 +638,743 +36%
Stifel Financial
7
Stifel Financial
Missouri
$96.9M 2,009,550 -10,487 -0.5%
MIM
8
Morningstar Investment Management
Illinois
$83.5M 1,730,944 +173,843 +11%
Morgan Stanley
9
Morgan Stanley
New York
$80M 1,659,212 +954,175 +135%
HC
10
Hamilton Capital
Ohio
$76.8M 1,592,280 -23,993 -1%
PSP
11
Pacific Sage Partners
Washington
$64.9M 1,344,960 +1,344,960 New
EEP
12
Edgehill Endowment Partners
Connecticut
$64.4M 1,334,197 +1,100,877 +472%
CB
13
Commerce Bank
Missouri
$54.5M 1,129,183 +95,217 +9%
DC
14
Davenport & Co
Virginia
$48.3M 1,000,434 -42,893 -4%
BOPW
15
Brandywine Oak Private Wealth
Pennsylvania
$48.2M 998,487 +186,516 +23%
AA
16
Alesco Advisors
New York
$45.2M 937,548 -228,424 -20%
Osaic Holdings
17
Osaic Holdings
Arizona
$42.7M 885,726 +50,302 +6%
MA
18
MCF Advisors
Kentucky
$42.2M 875,422 +224,879 +35%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$42.2M 874,024 +136,034 +18%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$41.3M 856,552 +422,022 +97%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$39.7M 823,146 +516,009 +168%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$38.3M 794,415 -160,610 -17%
UBS Group
23
UBS Group
Switzerland
$37.1M 770,062 +425,256 +123%
BIA
24
Bell Investment Advisors
California
$36.6M 759,658 +113,772 +18%
MLM
25
Mount Lucas Management
Pennsylvania
$35.9M 744,029 +744,029 New
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