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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 %
WFS
301
Weitzel Financial Services
Iowa
$755K -$8.51K -348 -1%
CFGSD
302
Compass Financial Group (South Dakota)
South Dakota
$741K +$235K +9,608 +47%
EAM
303
Evanson Asset Management
California
$740K +$6.22K +254 +0.8%
CGL
304
Clarius Group LLC
Washington
$735K +$8.26K +338 +1%
NCM
305
Nelson Capital Management
California
$732K -$26.4K -1,080 -3%
WA
306
Win Advisors
Florida
$731K -$42.3K -1,728 -5%
TWP
307
Tempus Wealth Planning
California
$730K – – –
GFP
308
Guardian Financial Partners
California
$723K -$74.1K -3,024 -9%
GWM
309
Geneos Wealth Management
Colorado
$720K +$718K +29,330 +34,105%
PWM
310
Perigon Wealth Management
California
$718K +$55.8K +2,280 +8%
SWM
311
SeaCrest Wealth Management
New York
$711K -$2.94K -120 -0.4%
SF
312
Synovus Financial
Georgia
$711K +$277K +11,324 +64%
JFGLC
313
Johnson Financial Group LLC (Colorado)
Colorado
$694K +$931 +38 +0.1%
EFS
314
Econ Financial Services
Pennsylvania
$694K -$8.67K -354 -1%
HWAM
315
Hennion & Walsh Asset Management
New Jersey
$691K +$304K +12,396 +78%
SA
316
Strategic Advocates
Utah
$674K -$368K -15,030 -35%
CFA
317
Cahill Financial Advisors
Minnesota
$673K -$28.8K -1,174 -4%
RWA
318
Roberts Wealth Advisors
California
$669K -$19.2K -790 -3%
WG
319
Wealth Group
North Carolina
$665K +$165K +6,736 +33%
APC
320
Asset Planning Corporation
Tennessee
$665K -$289K -11,820 -30%
JWM
321
JFG Wealth Management
Colorado
$662K +$4.07K +166 +0.6%
BP
322
BNP Paribas
France
$660K +$25.9K +1,056 +4%
WB
323
WesBanco Bank
West Virginia
$658K +$128K +5,220 +24%
CI
324
CacheTech Inc
Utah
$657K +$42.5K +1,736 +7%
AWM
325
Adams Wealth Management
Utah
$657K +$42.5K +1,736 +7%
11 12
13
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