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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.

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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.04B
2
Ameriprise
2
Ameriprise
Minnesota
$578M
3
HC
3
Hamilton Capital
Ohio
$3.35M
4
BIA
4
Bell Investment Advisors
California
$30.3K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$16.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.04B 84,383,890 -38,082,497 -31%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.94B 40,420,217 -246,882 -0.6%
Ameriprise
3
Ameriprise
Minnesota
$578M 11,918,202 -2,165,177 -15%
SEI Investments
4
SEI Investments
Pennsylvania
$319M 6,669,027 +211,108 +3%
Charles Schwab
5
Charles Schwab
California
$171M 3,577,834 -398,726 -10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$143M 2,990,467 -215,815 -7%
Wealthfront Advisers
7
Wealthfront Advisers
California
$116M 2,412,867 +2,060,004 +584%
Stifel Financial
8
Stifel Financial
Missouri
$111M 2,312,242 +37,402 +2%
MIM
9
Morningstar Investment Management
Illinois
$99.1M 2,068,533 +258,648 +14%
State Street
10
State Street
Massachusetts
$74.2M 1,550,000 – –
SCM
11
SCS Capital Management
Massachusetts
$71.3M 1,489,143 -12,175 -0.8%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$67M 1,398,819 +548,650 +65%
PSP
13
Pacific Sage Partners
Washington
$64.6M 1,348,867 +8,058 +0.6%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$57.1M 1,193,085 +28,023 +2%
Morgan Stanley
15
Morgan Stanley
New York
$56.7M 1,183,594 -133,624 -10%
GP
16
Greenline Partners
New York
$56.4M 1,125,630 +82,844 +8%
MA
17
MCF Advisors
Kentucky
$50.6M 1,055,911 +72,202 +7%
Goldman Sachs
18
Goldman Sachs
New York
$45M 939,053 +695,933 +286%
LPL Financial
19
LPL Financial
California
$44.8M 935,715 +62,037 +7%
MWM
20
Merriman Wealth Management
Washington
$44.1M 920,803 +920,803 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$40.3M 841,504 +22,136 +3%
CCA
22
Clearwater Capital Advisors
Illinois
$39.6M 826,636 +33,523 +4%
SGAM
23
Stephens Group Asset Management
Arkansas
$37.3M 779,220 +238,220 +44%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$36.7M 765,360 -97,694 -11%
BSB
25
Bangor Savings Bank
Maine
$35M 731,788 -8,220 -1%
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