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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

596 hedge funds and large institutions have $9.57B invested in Schwab Short-Term US Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 213 increasing their positions, 236 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+23
Holders Change %
+4.01%
% of All Funds
8.74%
Holding in Top 10
43
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.51%
% of All Funds
0.63%
New
82
Increased
213
Reduced
236
Closed
57
Calls
$1.11M
Puts
$373K
Net Calls
+$732K
Net Calls Change
+$325K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$132M
2
CCA
Clearwater Capital Advisors
Illinois
$78.2M
3
BB
Busey Bank
Illinois
$30.9M
4
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
$15.7M
5
Renaissance Technologies
Renaissance Technologies
New York
$24M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.88B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.75B
3
Ameriprise
Ameriprise
Minnesota
$473M
4
PSP
Pacific Sage Partners
Washington
$1.06M
5
MWM
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
226
Ausdal Financial Partners
Iowa
$1.6M -$3.68K -152 -0.2%
SOS
227
Silver Oak Securities
Tennessee
$1.6M +$1.6M +65,992 New
AWM
228
Avitas Wealth Management
California
$1.58M +$67.4K +2,782 +4%
PGAM
229
Princeton Global Asset Management
New Jersey
$1.57M +$136K +5,620 +10%
GWWM
230
Great Waters Wealth Management
Minnesota
$1.54M -$280K -11,568 -15%
GVAG
231
Great Valley Advisor Group
Delaware
$1.53M -$4.09M -168,606 -73%
WANY
232
Wealthspire Advisors (New York)
New York
$1.53M +$171K +7,056 +13%
AHC
233
Anderson Hoagland & Co
Missouri
$1.49M +$483K +19,910 +48%
BRIA
234
Balanced Rock Investment Advisors
Massachusetts
$1.48M +$1.48M +61,056 New
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$1.47M -$310K -12,786 -17%
AI
236
Atria Investments
North Carolina
$1.45M +$35.6K +1,468 +3%
UCFA
237
United Capital Financial Advisors
Texas
$1.45M -$3.45M -142,564 -70%
PRS
238
Pinkerton Retirement Specialists
Idaho
$1.39M +$26K +1,074 +2%
M
239
MYeCFO
California
$1.39M -$446K -18,400 -24%
DG
240
DMC Group
Alabama
$1.37M -$32.8K -1,354 -2%
CCFCSB
241
Cape Cod Five Cents Savings Bank
Massachusetts
$1.36M -$4.67M -192,936 -78%
Koshinski Asset Management
242
Koshinski Asset Management
Illinois
$1.34M -$1.11M -45,822 -45%
BFEC
243
Benjamin F. Edwards & Company
Missouri
$1.34M +$300K +12,380 +29%
HPFG
244
Hart & Patterson Financial Group
Massachusetts
$1.34M +$1.34M +55,220 New
CIR
245
Clear Investment Research
Georgia
$1.33M +$824 +34 +0.1%
CBFP
246
Cedar Brook Financial Partners
Ohio
$1.33M +$1.08M +44,448 +427%
KWM
247
Kingsview Wealth Management
Oregon
$1.31M -$1.07M -44,240 -45%
IC
248
IEQ Capital
California
$1.31M -$183K -7,558 -12%
Kovitz Investment Group Partners
249
Kovitz Investment Group Partners
Illinois
$1.29M -$844K -34,852 -40%
OIA
250
OneDigital Investment Advisors
Kansas
$1.27M -$546K -22,534 -30%
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