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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.

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
1
JPMorgan Chase & Co
New York
$1.95B
2
Bank of America
2
Bank of America
North Carolina
$5.89B
3
State Street
3
State Street
Massachusetts
$74.5M
4
GP
4
Greenline Partners
New York
$54M
5
CCA
5
Clearwater Capital Advisors
Illinois
$38.1M

Top Sellers

1
EEP
1
Edgehill Endowment Partners
Connecticut
$0
2
AA
2
Alesco Advisors
New York
$11.3M
3
CB
3
Commerce Bank
Missouri
$23.4M
4
DC
4
Davenport & Co
Virginia
$25.4M
5
HWA
5
Heartwood Wealth Advisors
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$5.89B 122,466,387 +2,496,969 +2%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.95B 40,667,099 +23,737,781 +140%
Ameriprise
3
Ameriprise
Minnesota
$685M 14,083,379 +581,016 +4%
SEI Investments
4
SEI Investments
Pennsylvania
$310M 6,457,919 +17,948 +0.3%
Charles Schwab
5
Charles Schwab
California
$191M 3,976,560 +612,212 +18%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$154M 3,206,282 +333,132 +12%
Stifel Financial
7
Stifel Financial
Missouri
$109M 2,274,840 +31,022 +1%
MIM
8
Morningstar Investment Management
Illinois
$87M 1,809,885 -234,983 -11%
HC
9
Hamilton Capital
Ohio
$79M 1,644,623 +30,711 +2%
State Street
10
State Street
Massachusetts
$74.5M 1,550,000 +1,550,000 New
SCM
11
SCS Capital Management
Massachusetts
$72.2M 1,501,318 +364,223 +32%
PSP
12
Pacific Sage Partners
Washington
$64.4M 1,340,809 -14,863 -1%
Morgan Stanley
13
Morgan Stanley
New York
$63.3M 1,317,218 -26,456 -2%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$56M 1,165,062 +76,910 +7%
GP
15
Greenline Partners
New York
$54M 1,042,786 +883,089 +553%
MA
16
MCF Advisors
Kentucky
$47.3M 983,709 +21,067 +2%
BOPW
17
Brandywine Oak Private Wealth
Pennsylvania
$42.6M 886,035 +25,402 +3%
LPL Financial
18
LPL Financial
California
$42M 873,678 -45,298 -5%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$41.5M 863,054 +190,941 +28%
BIA
20
Bell Investment Advisors
California
$41.1M 854,343 +28,573 +3%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$40.9M 850,169 -39,012 -4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$39.4M 819,368 +122,971 +18%
CCA
23
Clearwater Capital Advisors
Illinois
$38.1M 793,113 +793,113 New
Osaic Holdings
24
Osaic Holdings
Arizona
$37.5M 780,423 -151,381 -16%
BSB
25
Bangor Savings Bank
Maine
$35.6M 740,008 +19,614 +3%
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