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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

581 hedge funds and large institutions have $8.03B invested in Schwab Short-Term US Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 238 increasing their positions, 221 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
-16
Holders Change %
-2.68%
% of All Funds
8.45%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.61%
New
55
Increased
238
Reduced
221
Closed
62
Calls
$2.02M
Puts
$1.63M
Net Calls
+$389K
Net Calls Change
+$698K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$39.7M
2
LPL Financial
LPL Financial
California
+$30.5M
3
AssetMark Inc
AssetMark Inc
California
+$22.7M
4
SWA
Stratos Wealth Advisors
Ohio
+$21.7M
5
WIA
World Investment Advisors
California
+$16.5M

Top Sellers

1
GP
Greenline Partners
New York
-$43.1M
2
Ameriprise
Ameriprise
Minnesota
-$42.5M
3
EWM
Evermay Wealth Management
Virginia
-$35.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$24.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
326
Avantax Advisory Services
Texas
$597K +$87.1K +3,618 +17%
VC
327
Veery Capital
Delaware
$597K -$42.4K -1,760 -7%
SPIO
328
Seven Post Investment Office
California
$588K +$1.01K +42 +0.2%
ZIMP
329
Zimmermann Investment Management & Planning
Pennsylvania
$583K -$1.28M -53,284 -69%
CWP
330
Core Wealth Partners
California
$583K +$3.47K +144 +0.6%
RIM
331
Rockbridge Investment Management
New York
$579K +$14.1K +584 +2%
PIA
332
Perennial Investment Advisors
California
$578K +$367K +15,236 +174%
CFD
333
Creative Financial Designs
Indiana
$576K +$55.9K +2,322 +11%
LEFP
334
Leading Edge Financial Planning
Tennessee
$576K -$376K -15,632 -40%
LOPW
335
Live Oak Private Wealth
North Carolina
$570K +$1.01K +42 +0.2%
BWM
336
Blossom Wealth Management
California
$566K +$24.9K +1,034 +5%
IF
337
IRON Financial
Illinois
$556K -$45.3K -1,882 -8%
WS
338
Wedbush Securities
California
$554K -$88.5K -3,680 -14%
V
339
ViaWealth
Kansas
$554K +$173K +7,200 +46%
IC
340
IEQ Capital
California
$552K -$298K -12,394 -35%
WWM
341
Western Wealth Management
Colorado
$544K +$54K +2,246 +11%
FF
342
Friedenthal Financial
New Jersey
$532K +$33.5K +1,392 +7%
WB
343
WesBanco Bank
West Virginia
$521K +$132K +5,500 +34%
DWT
344
Dorsey & Whitney Trust
South Dakota
$519K +$194K +8,044 +60%
GVAG
345
Great Valley Advisor Group
Delaware
$516K -$276K -11,466 -35%
RW
346
REDW Wealth
New Mexico
$515K -$6.88K -286 -1%
BP
347
Ballentine Partners
Massachusetts
$511K +$511K +21,252 New
SG
348
Somerset Group
Minnesota
$508K -$86K -3,574 -14%
PFGIA
349
Patriot Financial Group Insurance Agency
Massachusetts
$506K -$26.1K -1,086 -5%
NHT
350
New Hampshire Trust
New Hampshire
$499K -$245K -10,178 -33%
12 13
14
15 16