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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

597 hedge funds and large institutions have $8.1B invested in Schwab Short-Term US Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 239 increasing their positions, 226 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
8.65%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.57%
New
66
Increased
239
Reduced
226
Closed
54
Calls
$660K
Puts
$969K
Net Calls
-$309K
Net Calls Change
-$1.04M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$564M
2
SEI Investments
2
SEI Investments
Pennsylvania
$359M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$24.4M
4
WF
4
Williams Financial
Vermont
$18.4M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$41.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$446M
2
Bank of America
2
Bank of America
North Carolina
$3.59B
3
Morgan Stanley
3
Morgan Stanley
New York
$73.1M
4
FEG
4
Fund Evaluation Group
Ohio
$6.43M
5
Charles Schwab
5
Charles Schwab
California
$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
226
Atria Investments
North Carolina
$1.52M +$79.5K +3,300 +6%
PWA
227
Pillar Wealth Advisors
Pennsylvania
$1.52M -$82.4K -3,420 -5%
WANY
228
Wealthspire Advisors (New York)
New York
$1.52M – – –
Citadel Advisors
229
Citadel Advisors
Florida
$1.52M +$834K +34,592 +122%
GWWM
230
Great Waters Wealth Management
Minnesota
$1.51M -$29.7K -1,234 -2%
SFA
231
Sequoia Financial Advisors
Ohio
$1.49M -$114K -4,750 -7%
Millennium Management
232
Millennium Management
New York
$1.49M +$617K +25,608 +71%
PRS
233
Pinkerton Retirement Specialists
Idaho
$1.48M +$95K +3,942 +7%
AHC
234
Anderson Hoagland & Co
Missouri
$1.47M +$9.8K +410 +0.7%
OMC
235
Old Mission Capital
Illinois
$1.44M +$1.44M +59,908 New
AFP
236
Ausdal Financial Partners
Iowa
$1.41M -$187K -7,766 -12%
IW
237
Imprint Wealth
South Carolina
$1.38M +$985K +41,064 +249%
AWS
238
Atria Wealth Solutions
New York
$1.36M -$2.35M -97,534 -63%
PS
239
Principal Securities
Iowa
$1.36M +$236K +9,784 +21%
SC
240
Savant Capital
Illinois
$1.35M -$8.12M -336,894 -86%
DG
241
DMC Group
Alabama
$1.31M -$55K -2,282 -4%
DB
242
Dravo Bay
Delaware
$1.31M +$151K +6,272 +13%
TPW
243
Transatlantique Private Wealth
New York
$1.3M +$309K +12,830 +31%
HPFG
244
Hart & Patterson Financial Group
Massachusetts
$1.3M -$29.2K -1,210 -2%
KWM
245
Kingsview Wealth Management
Oregon
$1.25M -$55.5K -2,302 -4%
FIB
246
First Interstate Bank
Montana
$1.24M – – –
CCFCSB
247
Cape Cod Five Cents Savings Bank
Massachusetts
$1.24M -$106K -4,384 -8%
BRIA
248
Balanced Rock Investment Advisors
Massachusetts
$1.2M -$275K -11,414 -19%
HCP
249
Hexagon Capital Partners
Arkansas
$1.19M +$80.7K +3,346 +7%
BFEC
250
Benjamin F. Edwards & Company
Missouri
$1.19M -$142K -5,884 -11%
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