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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 %
CA
326
Clearstead Advisors
Ohio
$657K -$2.4K -98 -0.4%
UB
327
UMB Bank
Missouri
$654K -$51.8K -2,114 -7%
B
328
Bensler
Washington
$647K -$60.5K -2,470 -9%
Financial Engines Advisors
329
Financial Engines Advisors
California
$647K +$16.5K +672 +3%
RFG
330
RFP Financial Group
Georgia
$641K +$6.81K +278 +1%
VI
331
VanderPol Investments
Michigan
$622K +$364K +14,880 +141%
EE
332
EWG Elevate
California
$618K -$8.18K -334 -1%
SPIO
333
Seven Post Investment Office
California
$614K +$15.3K +624 +3%
TI
334
TrueMark Investments
Illinois
$613K +$221K +9,032 +56%
CFD
335
Creative Financial Designs
Indiana
$609K +$22.9K +934 +4%
FTS
336
Fifth Third Securities
Ohio
$607K -$212K -8,670 -26%
BWM
337
Blossom Wealth Management
California
$594K +$18.7K +762 +3%
AAS
338
Ameritas Advisory Services
Nebraska
$591K +$344K +14,056 +140%
RIM
339
Rockbridge Investment Management
New York
$589K – – –
MSFS
340
Main Street Financial Solutions
Pennsylvania
$587K -$94.6K -3,862 -14%
LEFP
341
Leading Edge Financial Planning
Tennessee
$581K -$4.95K -202 -0.8%
NFW
342
Noble Family Wealth
Florida
$581K -$49K -2,000 -8%
Brown Advisory
343
Brown Advisory
Maryland
$579K +$579K +23,652 New
TAM
344
Titleist Asset Management
Texas
$578K +$181K +7,382 +46%
LOPW
345
Live Oak Private Wealth
North Carolina
$578K -$1.71K -70 -0.3%
Comerica Bank
346
Comerica Bank
Texas
$575K -$69.2K -2,824 -11%
P
347
&Partners
Tennessee
$570K -$1.4M -57,182 -71%
MAG
348
Members Advisory Group
New York
$529K -$149K -6,106 -22%
DWT
349
Dorsey & Whitney Trust
South Dakota
$528K -$147 -6 -0%
HSA
350
HBK Sorce Advisory
Pennsylvania
$527K -$264K -10,768 -33%
12 13
14
15 16