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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 %
SIAG
376
Signet Investment Advisory Group
Rhode Island
$436K -$36.7K -1,500 -8%
TA
377
TFB Advisors
Kansas
$434K -$4.75K -194 -1%
TFG
378
Team Financial Group
California
$430K +$23.9K +976 +6%
CIA
379
Concurrent Investment Advisors
Florida
$428K +$5K +204 +1%
KBFS
380
Kohmann Bosshard Financial Services
Ohio
$427K +$13.7K +560 +3%
LAIC
381
Lederer & Associates Investment Counsel
California
$423K +$734 +30 +0.2%
DPI
382
Diversified Portfolios Inc
Michigan
$422K – – –
AWM
383
Axxcess Wealth Management
California
$419K -$19.6K -800 -4%
CAAS
384
Capital Asset Advisory Services
Michigan
$416K -$19.4K -800 -4%
SAM
385
Summit Asset Management
Tennessee
$410K +$17.6K +718 +4%
BTI
386
Blue Trust Inc
Georgia
$409K +$293K +12,174 +252%
Citigroup
387
Citigroup
New York
$409K -$80.3K -3,278 -16%
RWM
388
Revisor Wealth Management
Ohio
$408K -$26K -1,062 -6%
PIA
389
Perennial Investment Advisors
California
$406K -$182K -7,414 -31%
CA
390
CGN Advisors
Kansas
$405K -$5.14K -210 -1%
PAI
391
Pittenger & Anderson Inc
Nebraska
$404K -$2.74K -112 -0.7%
RF
392
RHS Financial
California
$404K +$404K +16,506 New
MWM
393
MBE Wealth Management
Wisconsin
$403K -$4.56K -186 -1%
TFA
394
Toth Financial Advisory
Virginia
$398K – – –
LJAC
395
L.J. Altfest & Co
New York
$395K -$260K -10,620 -40%
BAAM
396
Baker Avenue Asset Management
California
$385K +$385K +15,728 New
CNWM
397
Clay Northam Wealth Management
California
$382K -$9.8K -400 -2%
NL
398
NWAM LLC
Washington
$377K +$377K +15,390 New
HA
399
HC Advisors
Georgia
$377K +$29.4K +1,200 +8%
CCG
400
Ceeto Capital Group
Florida
$367K – – –
14 15
16
17 18