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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

597 hedge funds and large institutions have $8.1B invested in Schwab Short-Term US Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 239 increasing their positions, 226 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
8.65%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.57%
New
66
Increased
239
Reduced
226
Closed
54
Calls
$660K
Puts
$969K
Net Calls
-$309K
Net Calls Change
-$1.04M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$564M
2
SEI Investments
SEI Investments
Pennsylvania
$359M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$24.4M
4
WF
Williams Financial
Vermont
$18.4M
5
Renaissance Technologies
Renaissance Technologies
New York
$41.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$446M
2
Bank of America
Bank of America
North Carolina
$3.59B
3
Morgan Stanley
Morgan Stanley
New York
$73.1M
4
FEG
Fund Evaluation Group
Ohio
$6.43M
5
Charles Schwab
Charles Schwab
California
$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
326
Fifth Third Securities
Ohio
$660K -$23.8K -986 -3%
WSTAM
327
Wilbanks Smith & Thomas Asset Management
Virginia
$650K +$4.24K +176 +0.7%
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$648K -$816K -33,862 -56%
WS
329
Wedbush Securities
California
$644K +$432K +17,912 +204%
VC
330
Veery Capital
Delaware
$640K -$64.8K -2,688 -9%
Financial Engines Advisors
331
Financial Engines Advisors
California
$636K -$82.1K -3,404 -11%
TGAM
332
TBH Global Asset Management
Tennessee
$635K +$80.1K +3,324 +14%
Lido Advisors
333
Lido Advisors
California
$629K -$182K -7,536 -22%
CAMG
334
CWA Asset Management Group
Florida
$621K – – –
LJAC
335
L.J. Altfest & Co
New York
$615K +$12.4K +516 +2%
IF
336
IRON Financial
Illinois
$603K -$46.7K -1,938 -7%
RWM
337
Revisor Wealth Management
Ohio
$602K +$187K +7,738 +45%
SG
338
Somerset Group
Minnesota
$595K -$51.3K -2,128 -8%
Envestnet Portfolio Solutions
339
Envestnet Portfolio Solutions
Illinois
$593K +$154K +6,404 +35%
SPIO
340
Seven Post Investment Office
California
$588K -$64.3K -2,666 -10%
EWA
341
Exencial Wealth Advisors
Oklahoma
$586K +$19.8K +820 +3%
CWP
342
Core Wealth Partners
California
$581K +$152K +6,290 +35%
RF
343
RHS Financial
California
$573K +$37.2K +1,544 +7%
LOPW
344
Live Oak Private Wealth
North Carolina
$570K -$4.19K -174 -0.7%
RIM
345
Rockbridge Investment Management
New York
$566K +$3.38K +140 +0.6%
Goldman Sachs
346
Goldman Sachs
New York
$559K -$11.1M -461,708 -95%
PFS
347
Prospera Financial Services
Texas
$559K -$142K -5,872 -20%
FW
348
FirstPurpose Wealth
Utah
$558K -$86.9K -3,634 -13%
BWM
349
Blossom Wealth Management
California
$542K +$4.05K +168 +0.8%
NCM
350
Northwest Capital Management
Oregon
$537K +$49.8K +2,064 +10%
12 13
14
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