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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 %
CWP
351
Core Wealth Partners
California
$526K -$67.4K -2,754 -11%
WS
352
Wedbush Securities
California
$524K -$39.5K -1,616 -7%
RW
353
REDW Wealth
New Mexico
$524K +$147 +6 +0%
GVAG
354
Great Valley Advisor Group
Delaware
$522K -$3.18K -130 -0.6%
NHT
355
New Hampshire Trust
New Hampshire
$520K +$12.1K +494 +2%
VCA
356
Verdence Capital Advisors
Maryland
$519K +$19.5K +798 +4%
BCI
357
Brinker Capital Investments
Pennsylvania
$516K +$143K +5,820 +38%
OPS
358
Orion Portfolio Solutions
Nebraska
$516K +$143K +5,820 +38%
IF
359
IRON Financial
Illinois
$513K -$53K -2,166 -9%
PFGIA
360
Patriot Financial Group Insurance Agency
Massachusetts
$511K -$4.46K -182 -0.9%
MGIA
361
Moneta Group Investment Advisors
Missouri
$508K +$296K +24,150 +139%
FF
362
Friedenthal Financial
New Jersey
$508K -$33.9K -1,384 -6%
FWM
363
Focused Wealth Management
New York
$507K +$5.39K +220 +1%
SG
364
Somerset Group
Minnesota
$495K -$22.1K -902 -4%
CAM
365
Cresset Asset Management
Illinois
$493K +$271K +11,048 +121%
JCM
366
Jacobi Capital Management
Pennsylvania
$481K +$245K +9,990 +104%
OP
367
ORG Partners
Indiana
$476K +$476K +19,426 New
BBNA
368
Bremer Bank National Association
Minnesota
$467K – – –
AIA
369
Angeles Investment Advisors
California
$459K +$45.1K +1,840 +11%
AAS
370
Avantax Advisory Services
Texas
$458K -$149K -6,104 -25%
VCM
371
Versant Capital Management
Arizona
$451K -$37.5K -1,530 -8%
IWN
372
Independent Wealth Network
Iowa
$450K -$1.08K -44 -0.2%
GCA
373
Genesee Capital Advisors
New York
$442K +$6.07K +248 +1%
NCM
374
Northwest Capital Management
Oregon
$442K – – –
TSS
375
Two Sigma Securities
New York
$439K -$202K -8,238 -31%
13 14
15
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