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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 %
WWM
251
Western Wealth Management
Colorado
$1.27M +$519K +21,440 +69%
RW
252
Rede Wealth
Virginia
$1.27M +$1.27M +52,426 New
SFS
253
Solitude Financial Services
Virginia
$1.27M -$76.3K -3,150 -6%
AWS
254
Arkfeld Wealth Strategies
Nebraska
$1.25M +$7.31K +302 +0.6%
PFG
255
PAX Financial Group
Texas
$1.25M -$261K -10,814 -17%
FIB
256
First Interstate Bank
Montana
$1.25M – – –
TCWM
257
Total Clarity Wealth Management
Illinois
$1.23M -$654K -27,012 -35%
AAS
258
Ameritas Advisory Services
Nebraska
$1.23M +$87.9K +3,628 +8%
MFG
259
Mendota Financial Group
Wisconsin
$1.2M +$658K +27,180 +121%
NWMG
260
National Wealth Management Group
Ohio
$1.18M +$587K +24,220 +99%
EWM
261
Elmwood Wealth Management
California
$1.16M -$2.81K -116 -0.2%
DB
262
Dravo Bay
Delaware
$1.16M -$87.5K -3,614 -7%
NA
263
NewEdge Advisors
Louisiana
$1.16M +$278K +11,482 +32%
PS
264
Principal Securities
Iowa
$1.13M +$1.13M +46,614 New
HCP
265
Hexagon Capital Partners
Arkansas
$1.12M +$840K +34,694 +306%
WWM
266
WT Wealth Management
Arizona
$1.07M -$57.1K -2,358 -5%
BDF
267
Black Diamond Financial
Maryland
$1.07M +$61.7K +2,546 +6%
BFA
268
Beacon Financial Advisory
Ohio
$1.06M +$1.06M +43,844 New
PSP
269
Pacific Sage Partners
Washington
$1.06M -$64.3M -2,653,976 -98%
APC
270
Asset Planning Corporation
Tennessee
$1.05M -$9.04M -373,264 -90%
TLFA
271
True Link Financial Advisors
California
$1.04M -$297K -12,278 -22%
B
272
Bensler
Washington
$1.02M -$107K -4,400 -9%
CWM
273
Congress Wealth Management
Massachusetts
$1.01M -$111K -4,590 -10%
WFS
274
Weitzel Financial Services
Iowa
$1M -$134K -5,522 -12%
TPW
275
Transatlantique Private Wealth
New York
$999K +$72.3K +2,984 +8%
9 10
11
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