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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

583 hedge funds and large institutions have $8.8B invested in Schwab Short-Term US Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 244 increasing their positions, 213 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
+2
Holders Change %
+0.34%
% of All Funds
8.43%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.62%
New
57
Increased
244
Reduced
213
Closed
47
Calls
$3.64M
Puts
$1.51M
Net Calls
+$2.13M
Net Calls Change
+$1.74M

Top Buyers

1
Jane Street
Jane Street
New York
+$424M
2
Bank of America
Bank of America
North Carolina
+$138M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$127M
4
Ameriprise
Ameriprise
Minnesota
+$77.1M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$26.8M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$137M
2
CCA
Clearwater Capital Advisors
Illinois
-$27.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$21.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$18.1M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
226
Avitas Wealth Management
California
$1.43M -$310K -12,654 -18%
BRIA
227
Balanced Rock Investment Advisors
Massachusetts
$1.41M +$122K +4,996 +10%
GWWM
228
Great Waters Wealth Management
Minnesota
$1.41M -$23.7K -966 -2%
HCP
229
Hexagon Capital Partners
Arkansas
$1.38M +$86.2K +3,520 +7%
LA
230
Lindenwold Advisors
Pennsylvania
$1.38M -$501K -20,476 -27%
WANY
231
Wealthspire Advisors (New York)
New York
$1.36M -$180K -7,332 -12%
TVAMP
232
Tennessee Valley Asset Management Partners
Tennessee
$1.35M +$454K +37,282 +50%
HPFG
233
Hart & Patterson Financial Group
Massachusetts
$1.34M +$18.3K +748 +1%
SIA
234
Soltis Investment Advisors
Utah
$1.33M -$130K -5,290 -9%
AC
235
Avestar Capital
New York
$1.32M – – –
PCIA
236
Prime Capital Investment Advisors
Kansas
$1.3M +$350K +14,298 +37%
Bank of New York Mellon
237
Bank of New York Mellon
New York
$1.3M -$740K -30,230 -36%
BFA
238
Beacon Financial Advisory
Ohio
$1.3M +$23.8K +970 +2%
AFP
239
Ausdal Financial Partners
Iowa
$1.3M -$72.5K -2,962 -5%
CWA
240
Clearview Wealth Advisors
Oregon
$1.26M +$160K +6,516 +15%
DG
241
DMC Group
Alabama
$1.25M -$147 -6 -0%
SA
242
Sanctuary Advisors
Indiana
$1.23M +$829K +68,658 +206%
NRI
243
NFP Retirement Inc
California
$1.21M +$75.1K +3,068 +7%
FIB
244
First Interstate Bank
Montana
$1.21M -$55.2K -2,252 -4%
CCFCSB
245
Cape Cod Five Cents Savings Bank
Massachusetts
$1.2M -$4.9K -200 -0.4%
BDF
246
Black Diamond Financial
Maryland
$1.19M +$160K +6,534 +16%
CP
247
Cumberland Partners
Ontario, Canada
$1.19M +$1.19M +48,530 New
WWM
248
Western Wealth Management
Colorado
$1.19M +$634K +25,884 +114%
Envestnet Portfolio Solutions
249
Envestnet Portfolio Solutions
Illinois
$1.18M +$24.5K +1,002 +2%
EWM
250
Elmwood Wealth Management
California
$1.18M -$1.91K -78 -0.2%
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