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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 %
CWM
401
Curi Wealth Management
North Carolina
$367K +$60.4K +2,492 +20%
LWM
402
Laidlaw Wealth Management
New York
$364K -$261K -10,758 -42%
SPA
403
Sentinel Pension Advisors
Massachusetts
$364K -$108K -4,468 -23%
CCG
404
Ceeto Capital Group
Florida
$363K – – –
LRPA
405
L. Roy Papp & Associates
Arizona
$361K – – –
RFA
406
Resurgent Financial Advisors
Georgia
$357K -$46.2K -1,906 -11%
LFA
407
Landmark Financial Advisors
Kentucky
$355K -$37.4K -1,542 -10%
CP
408
Capital Planning
Washington
$347K -$3.41M -140,634 -91%
WAP
409
Wealthcare Advisory Partners
Pennsylvania
$344K +$344K +14,202 New
CA
410
CGN Advisors
Kansas
$338K +$338K +13,956 New
ATPW
411
Ashton Thomas Private Wealth
Arizona
$336K +$145 +6 +0%
CFO
412
CVA Family Office
Colorado
$336K +$194 +8 +0.1%
CFS
413
CRA Financial Services
New Jersey
$335K +$56.7K +2,340 +20%
ZIG
414
Zullo Investment Group
Pennsylvania
$333K +$1.89K +78 +0.6%
TAM
415
Titleist Asset Management
Texas
$327K +$6.88K +284 +2%
IAA
416
Independent Advisor Alliance
North Carolina
$321K +$321K +13,246 New
CYG
417
Clean Yield Group
Vermont
$315K -$717K -29,600 -69%
EAM
418
Empirical Asset Management
Massachusetts
$311K +$1.36K +56 +0.4%
SWA
419
Sightline Wealth Advisors
Connecticut
$309K +$50.6K +2,090 +20%
FFA
420
Florida Financial Advisors
Florida
$309K +$309K +12,764 New
Cerity Partners
421
Cerity Partners
New York
$309K +$309K +12,750 New
VI
422
VanderPol Investments
Michigan
$307K +$307K +12,658 New
LA
423
Latitude Advisors
Florida
$306K +$4.22K +174 +1%
CCP
424
Carmel Capital Partners
California
$306K +$306K +12,626 New
CIP
425
Capital Insight Partners
Arizona
$305K -$112K -4,606 -27%
15 16
17
18 19