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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 %
TCM
276
Twele Capital Management
Minnesota
$931K -$10.1K -414 -1%
PPWM
277
Perissos Private Wealth Management
Oklahoma
$917K +$469K +19,164 +105%
OIA
278
OneDigital Investment Advisors
Kansas
$914K -$247K -10,102 -21%
TLFA
279
True Link Financial Advisors
California
$903K -$24.4K -998 -3%
BFWM
280
Bright Futures Wealth Management
New York
$869K +$420K +34,672 +94%
ACA
281
American Capital Advisory
Idaho
$862K -$13.4M -546,742 -94%
AWS
282
Arkfeld Wealth Strategies
Nebraska
$855K +$3.45K +142 +0.4%
FIC
283
Family Investment Center
Missouri
$852K -$104K -4,256 -11%
TF
284
Trek Financial
Arizona
$850K +$496K +20,256 +140%
B
285
Birchbrook
Maine
$832K -$26.5K -1,084 -3%
KCIC
286
Kuhn & Co Investment Counsel
Illinois
$832K -$124K -5,058 -13%
UCFA
287
United Capital Financial Advisors
Texas
$827K -$67.3K -2,750 -8%
WFA
288
Websterrogers Financial Advisors
South Carolina
$821K -$52.6K -2,146 -6%
JWCA
289
J.W. Cole Advisors
Florida
$816K +$1.96K +80 +0.2%
CA
290
Cambridge Advisors
Nebraska
$807K – – –
BAM
291
Belpointe Asset Management
Nevada
$803K -$986K -40,280 -55%
PS
292
Planned Solutions
California
$794K +$25.7K +1,050 +3%
TW
293
TrinityPoint Wealth
Connecticut
$793K +$1.08K +44 +0.1%
IA
294
Inspire Advisors
Idaho
$784K -$5.88K -240 -0.7%
VBFP
295
Valtinson Bruner Financial Planning
Minnesota
$783K -$128K -5,238 -14%
TCWM
296
Total Clarity Wealth Management
Illinois
$775K -$74K -3,020 -9%
RI
297
Ridgewood Investments
New Jersey
$774K -$110K -4,500 -12%
EWA
298
Exencial Wealth Advisors
Oklahoma
$766K +$269K +11,004 +54%
ARC
299
Advisor Resource Council
Texas
$759K +$759K +30,980 New
PFG
300
PAX Financial Group
Texas
$757K -$144K -5,880 -16%
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