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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 %
PCIA
276
Prime Capital Investment Advisors
Kansas
$999K -$120K -4,938 -11%
IA
277
Inspire Advisors
Idaho
$999K -$3.04M -125,542 -75%
EFS
278
Econ Financial Services
Pennsylvania
$997K +$10.9K +448 +1%
GRP
279
Global Retirement Partners
California
$994K +$235K +9,674 +31%
NRI
280
NFP Retirement Inc
California
$987K -$81.6K -3,368 -8%
SWP
281
Stratos Wealth Partners
Ohio
$965K +$965K +39,830 New
CT
282
Cambridge Trust
Massachusetts
$956K +$18.7K +770 +2%
JWCA
283
J.W. Cole Advisors
Florida
$955K -$56.8K -2,344 -6%
MA
284
McBroom & Associates
Nevada
$945K -$263K -10,844 -22%
KCIC
285
Kuhn & Co Investment Counsel
Illinois
$941K +$941K +38,836 New
Simplex Trading
286
Simplex Trading
Illinois
$939K +$939K +38,800 New
LF
287
LifePlan Financial
Minnesota
$936K +$936K +38,626 New
FIC
288
Family Investment Center
Missouri
$934K +$8.48K +350 +0.9%
CFA
289
Cahill Financial Advisors
Minnesota
$927K +$6.44K +266 +0.7%
EAM
290
Evanson Asset Management
California
$915K +$10.7K +440 +1%
B
291
Birchbrook
Maine
$887K +$887K +36,616 New
TCM
292
Twele Capital Management
Minnesota
$885K -$196K -8,110 -18%
Millennium Management
293
Millennium Management
New York
$872K +$872K +36,008 New
WFA
294
Websterrogers Financial Advisors
South Carolina
$866K -$17.6K -728 -2%
FAM
295
Frontier Asset Management
Wyoming
$854K +$207K +8,540 +32%
NCM
296
Nelson Capital Management
California
$845K +$134K +5,524 +19%
RG
297
Retirement Group
California
$844K -$20.1K -830 -2%
DWM
298
Dopkins Wealth Management
New York
$844K -$42.1K -1,736 -5%
EWA
299
EverSource Wealth Advisors
Alabama
$839K +$281K +11,594 +50%
NFW
300
Noble Family Wealth
Florida
$824K -$59.9K -2,474 -7%
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