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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 %
SIAG
376
Signet Investment Advisory Group
Rhode Island
$438K -$40K -1,650 -8%
MGIA
377
Moneta Group Investment Advisors
Missouri
$437K -$93.8K -3,870 -18%
FTA
378
Financial & Tax Architects
Missouri
$437K -$2.47M -101,904 -85%
BFM
379
Boothbay Fund Management
New York
$437K +$15K +620 +4%
GCA
380
Genesee Capital Advisors
New York
$433K -$15.1K -622 -3%
CWP
381
Core Wealth Partners
California
$431K +$431K +17,794 New
EFG
382
Ethos Financial Group
Pennsylvania
$419K +$194K +8,004 +86%
TA
383
TFB Advisors
Kansas
$418K +$418K +17,248 New
RWM
384
Revisor Wealth Management
Ohio
$416K -$12K -496 -3%
LAIC
385
Lederer & Associates Investment Counsel
California
$415K -$39.8K -1,644 -9%
V
386
ViaWealth
Kansas
$402K -$25.4K -1,050 -6%
CNWM
387
Clay Northam Wealth Management
California
$402K – – –
IW
388
Imprint Wealth
South Carolina
$400K -$13.1K -540 -3%
BF
389
BOK Financial
Oklahoma
$398K +$369K +15,252 +1,297%
AOWM
390
Alpha Omega Wealth Management
Virginia
$397K +$14.3K +590 +4%
HFS
391
Howard Financial Services
Texas
$395K -$17.9K -738 -4%
KAS
392
Kestra Advisory Services
Texas
$390K +$152K +6,290 +64%
CFD
393
Creative Financial Designs
Indiana
$389K -$7.46K -308 -2%
ECM
394
Evergreen Capital Management
Washington
$386K – – –
GG
395
Gleason Group
Kentucky
$385K +$5.43K +224 +1%
HCM
396
Hengehold Capital Management
Ohio
$384K -$3.44K -142 -0.9%
FAG
397
Financial Architects (Georgia)
Georgia
$384K +$384K +15,850 New
AAM
398
Advisors Asset Management
Colorado
$376K +$75.3K +3,110 +25%
MWM
399
MBE Wealth Management
Wisconsin
$376K – – –
JFG
400
JMG Financial Group
Illinois
$373K – – –
14 15
16
17 18