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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 %
PFGIA
351
Patriot Financial Group Insurance Agency
Massachusetts
$533K -$193 -8 -0%
BP
352
BNP Paribas
France
$532K +$532K +22,086 New
RW
353
REDW Wealth
New Mexico
$523K -$16.1K -668 -3%
CFD
354
Creative Financial Designs
Indiana
$521K +$134K +5,572 +35%
BWM
355
BCS Wealth Management
Tennessee
$520K +$64.6K +2,680 +14%
BFM
356
Boothbay Fund Management
New York
$517K +$82.9K +3,438 +19%
CMBA
357
C.M. Bidwell & Associates
Hawaii
$516K +$2.7K +112 +0.5%
AAS
358
Avantax Advisory Services
Texas
$511K +$46.1K +1,914 +10%
Comerica Bank
359
Comerica Bank
Texas
$508K -$1.93M -79,892 -79%
AWM
360
Adams Wealth Management
Utah
$506K +$42.7K +1,772 +9%
FF
361
Friedenthal Financial
New Jersey
$500K -$19.2K -796 -4%
GS
362
GTS Securities
New York
$497K +$497K +20,634 New
NL
363
NWAM LLC
Washington
$493K +$493K +20,434 New
WWM
364
Western Wealth Management
Colorado
$491K -$774K -32,096 -61%
FWM
365
Focused Wealth Management
New York
$488K +$3.62K +150 +0.7%
CCM
366
Crabel Capital Management
California
$487K +$25.9K +1,074 +6%
ARC
367
Advisor Resource Council
Texas
$479K -$3.93M -162,224 -89%
EE
368
EWG Elevate
California
$477K +$13.1K +542 +3%
Citigroup
369
Citigroup
New York
$471K +$27.1K +1,126 +6%
MGIA
370
Moneta Group Investment Advisors
Missouri
$465K +$30.2K +1,254 +7%
DPI
371
Diversified Portfolios Inc
Michigan
$462K +$462K +19,156 New
AAM
372
Advisors Asset Management
Colorado
$460K +$85.3K +3,538 +23%
BBNA
373
Bremer Bank National Association
Minnesota
$459K +$160K +6,642 +54%
MAWAG
374
Mid-American Wealth Advisory Group
Missouri
$458K -$86.2K -3,576 -16%
FC
375
Financial Consulate
Maryland
$457K +$3.33K +138 +0.7%
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