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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 %
SIAG
376
Signet Investment Advisory Group
Rhode Island
$457K +$21.1K +874 +5%
WG
377
Wealth Group
North Carolina
$455K +$455K +18,862 New
WA
378
Win Advisors
Florida
$451K +$12.2K +508 +3%
AWM
379
Axxcess Wealth Management
California
$450K -$40.1K -1,662 -8%
ATI
380
ARK & TLK Investments
Oklahoma
$450K -$3.13K -130 -0.7%
CAAS
381
Capital Asset Advisory Services
Michigan
$448K -$39.9K -1,662 -8%
KAS
382
Kestra Advisory Services
Texas
$448K +$60.4K +2,504 +16%
TFA
383
Toth Financial Advisory
Virginia
$436K -$3.86K -160 -0.9%
SAM
384
Summit Asset Management
Tennessee
$434K -$31.1K -1,290 -7%
TA
385
TFB Advisors
Kansas
$433K +$21.6K +904 +5%
IWN
386
Independent Wealth Network
Iowa
$433K -$7.23K -300 -2%
GCA
387
Genesee Capital Advisors
New York
$433K +$2.75K +114 +0.6%
PPWM
388
Perissos Private Wealth Management
Oklahoma
$432K +$432K +17,942 New
SF
389
Synovus Financial
Georgia
$430K +$430K +17,828 New
JFG
390
JMG Financial Group
Illinois
$421K +$50K +2,076 +13%
LAIC
391
Lederer & Associates Investment Counsel
California
$415K +$2.31K +96 +0.6%
TAM
392
Titleist Asset Management
Texas
$409K +$84K +3,484 +26%
CIC
393
Carnegie Investment Counsel
Ohio
$404K -$392K -16,242 -49%
CA
394
CGN Advisors
Kansas
$404K +$67.6K +2,804 +20%
CNWM
395
Clay Northam Wealth Management
California
$400K – – –
Empower Advisory Group
396
Empower Advisory Group
Colorado
$397K +$397K +16,456 New
MWM
397
MBE Wealth Management
Wisconsin
$397K +$22.8K +946 +6%
TFG
398
Team Financial Group
California
$395K +$197K +8,184 +100%
WB
399
WesBanco Bank
West Virginia
$389K +$389K +16,138 New
VCM
400
Versant Capital Management
Arizona
$389K +$112K +4,644 +40%
14 15
16
17 18