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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 %
WSTAM
326
Wilbanks Smith & Thomas Asset Management
Virginia
$649K +$3K +124 +0.5%
AIM
327
Alhambra Investment Management
Florida
$646K +$646K +26,664 New
PWM
328
Perigon Wealth Management
California
$640K -$139K -5,756 -18%
RI
329
Ridgewood Investments
New Jersey
$640K +$141K +5,800 +28%
TWP
330
Tempus Wealth Planning
California
$637K -$57.2K -2,360 -8%
CAMG
331
CWA Asset Management Group
Florida
$624K -$125K -5,148 -17%
RFG
332
RFP Financial Group
Georgia
$621K +$13.3K +548 +2%
NHT
333
New Hampshire Trust
New Hampshire
$607K +$386K +15,954 +175%
LJAC
334
L.J. Altfest & Co
New York
$605K +$22.5K +930 +4%
LOPW
335
Live Oak Private Wealth
North Carolina
$577K -$2.23K -92 -0.4%
HSA
336
HBK Sorce Advisory
Pennsylvania
$575K +$52.3K +2,158 +10%
MSFS
337
Main Street Financial Solutions
Pennsylvania
$572K -$98.6K -4,068 -15%
EWA
338
Exencial Wealth Advisors
Oklahoma
$569K +$259K +10,696 +84%
RIM
339
Rockbridge Investment Management
New York
$565K +$48.5K +2,000 +9%
HWM
340
HB Wealth Management
Georgia
$559K +$222K +9,156 +66%
BCI
341
Brinker Capital Investments
Pennsylvania
$558K +$124K +5,114 +29%
OPS
342
Orion Portfolio Solutions
Nebraska
$558K +$124K +5,114 +29%
TGAM
343
TBH Global Asset Management
Tennessee
$558K +$221K +9,134 +66%
MAWAG
344
Mid-American Wealth Advisory Group
Missouri
$547K -$91.5K -3,778 -14%
DWT
345
Dorsey & Whitney Trust
South Dakota
$542K -$73.6K -3,040 -12%
RW
346
REDW Wealth
New Mexico
$541K -$96K -3,962 -15%
BWM
347
Blossom Wealth Management
California
$540K -$36.7K -1,516 -6%
RF
348
RHS Financial
California
$538K -$385K -15,892 -42%
PFGIA
349
Patriot Financial Group Insurance Agency
Massachusetts
$536K +$96.2K +3,970 +22%
SAI
350
Savvy Advisors Inc
New York
$525K +$525K +21,664 New
12 13
14
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