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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 %
Lido Advisors
301
Lido Advisors
California
$814K +$562K +23,202 +223%
PSCM
302
Per Stirling Capital Management
Texas
$812K -$1.41K -58 -0.2%
CIC
303
Carnegie Investment Counsel
Ohio
$800K -$2.04M -84,052 -72%
CA
304
Cambridge Advisors
Nebraska
$798K -$29.1K -1,200 -4%
SWM
305
SeaCrest Wealth Management
New York
$789K -$961K -39,748 -55%
CGL
306
Clarius Group LLC
Washington
$768K -$53.2K -2,194 -6%
JWM
307
Janiczek Wealth Management
Colorado
$765K -$148K -6,100 -16%
TW
308
TrinityPoint Wealth
Connecticut
$759K -$54.1K -2,232 -7%
VVP
309
Venture Visionary Partners
Ohio
$748K -$50.8K -2,098 -6%
Financial Engines Advisors
310
Financial Engines Advisors
California
$722K -$44.7K -1,844 -6%
PS
311
Planned Solutions
California
$714K -$27K -1,116 -4%
VC
312
Veery Capital
Delaware
$709K -$14.3K -590 -2%
PFS
313
Prospera Financial Services
Texas
$704K +$82.9K +3,424 +13%
BCM
314
Brookstone Capital Management
Illinois
$702K -$613K -25,312 -47%
GFP
315
Guardian Financial Partners
California
$700K +$255K +10,524 +57%
UB
316
UMB Bank
Missouri
$698K – – –
VFIC
317
Valley Forge Investment Consultants
Pennsylvania
$693K +$113K +4,666 +19%
FTS
318
Fifth Third Securities
Ohio
$687K -$83.4K -3,442 -11%
Citadel Advisors
319
Citadel Advisors
Florida
$685K -$1.49M -61,712 -69%
CLG
320
Cooperman Leon G
$672K – – –
SPIO
321
Seven Post Investment Office
California
$656K -$66.3K -2,736 -9%
FW
322
FirstPurpose Wealth
Utah
$653K -$161K -6,626 -20%
IF
323
IRON Financial
Illinois
$652K +$652K +26,934 New
SG
324
Somerset Group
Minnesota
$649K -$4.85K -200 -0.7%
ACM
325
Andina Capital Management
Utah
$649K +$649K +26,778 New
11 12
13
14 15