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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
1
Morgan Stanley
New York
$132M
2
CCA
2
Clearwater Capital Advisors
Illinois
$78.2M
3
BB
3
Busey Bank
Illinois
$30.9M
4
JFGLC
4
Johnson Financial Group LLC (Colorado)
Colorado
$15.7M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$24M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.88B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.75B
3
Ameriprise
3
Ameriprise
Minnesota
$473M
4
PSP
4
Pacific Sage Partners
Washington
$1.06M
5
MWM
5
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
351
Friedenthal Financial
New Jersey
$521K +$3.49K +144 +0.7%
Northern Trust
352
Northern Trust
Illinois
$517K -$1.25M -51,480 -71%
CMBA
353
C.M. Bidwell & Associates
Hawaii
$516K +$4.8K +198 +0.9%
LSAG
354
Lake Street Advisors Group
New Hampshire
$515K – – –
BPA
355
Beacon Pointe Advisors
California
$510K -$47K -1,940 -8%
AWM
356
Axxcess Wealth Management
California
$493K -$7.9K -326 -2%
CAAS
357
Capital Asset Advisory Services
Michigan
$493K – – –
JTWM
358
Jackson Thornton Wealth Management
Alabama
$491K – – –
NCM
359
Northwest Capital Management
Oregon
$489K +$145 +6 +0%
FWM
360
Focused Wealth Management
New York
$487K +$6.69K +276 +1%
JCM
361
Jacobsen Capital Management
Utah
$471K +$9.69K +400 +2%
SAM
362
Summit Asset Management
Tennessee
$467K -$172K -7,100 -27%
AAS
363
Avantax Advisory Services
Texas
$467K -$111K -4,586 -19%
AWM
364
Adams Wealth Management
Utah
$466K +$29.4K +1,212 +7%
EE
365
EWG Elevate
California
$466K +$115K +4,742 +33%
CCM
366
Crabel Capital Management
California
$464K -$47.8K -1,972 -9%
BWM
367
BCS Wealth Management
Tennessee
$458K -$2.86K -118 -0.6%
FC
368
Financial Consulate
Maryland
$456K +$6.15K +254 +1%
ATI
369
ARK & TLK Investments
Oklahoma
$455K +$455K +18,786 New
VA
370
Vident Advisory
Georgia
$451K +$37.4K +1,544 +9%
Citigroup
371
Citigroup
New York
$446K -$636K -26,260 -59%
IWN
372
Independent Wealth Network
Iowa
$443K -$727 -30 -0.2%
TFA
373
Toth Financial Advisory
Virginia
$443K – – –
WA
374
Win Advisors
Florida
$441K -$569K -23,486 -56%
Envestnet Portfolio Solutions
375
Envestnet Portfolio Solutions
Illinois
$440K -$718K -29,652 -62%
13 14
15
16 17