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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 %
BJL
426
Brighton Jones LLC
Washington
$303K +$53.9K +2,226 +22%
WLIM
427
White Lighthouse Investment Management
Massachusetts
$303K -$66.6K -2,750 -18%
CCM
428
Chilton Capital Management
Texas
$301K -$25.2K -1,040 -8%
BBNA
429
Bremer Bank National Association
Minnesota
$301K – – –
Betterment LLC
430
Betterment LLC
New York
$298K +$7.8K +322 +3%
AG
431
Advocate Group
Minnesota
$295K -$389K -16,054 -57%
Janney Montgomery Scott
432
Janney Montgomery Scott
Pennsylvania
$294K +$294K +12,146 New
REMPR
433
Roof Eidam Maycock Peralta (REMP)
California
$293K -$2.91M -120,230 -91%
RIA
434
Realta Investment Advisors
Delaware
$293K -$241K -9,940 -45%
PSA
435
Plum Street Advisors
Louisiana
$287K +$287K +11,852 New
BC
436
Bartlett & Co
Ohio
$287K +$22.8K +940 +9%
BCWM
437
Bartlett & Co Wealth Management
Ohio
$287K +$22.8K +940 +9%
WC
438
Waterloo Capital
Texas
$286K +$15.1K +622 +6%
DI
439
Diligent Investors
California
$284K -$38K -1,570 -12%
AMIM
440
Aull & Monroe Investment Management
Alabama
$283K – – –
CA
441
Claro Advisors
Massachusetts
$280K +$280K +11,552 New
CA
442
Callahan Advisors
Texas
$278K -$112K -4,642 -29%
VCM
443
Versant Capital Management
Arizona
$278K +$38.6K +1,592 +16%
ECM
444
Exchange Capital Management
Michigan
$276K +$48 +2 +0%
EWA
445
ERTS Wealth Advisors
Michigan
$274K -$102K -4,202 -27%
GCA
446
Gradient Capital Advisors
California
$272K +$272K +11,218 New
VPIM
447
Vanguard Personalized Indexing Management
California
$272K +$272K +11,208 New
TCM
448
Triumph Capital Management
Colorado
$268K -$15K -620 -5%
DAC
449
Dividend Assets Capital
South Carolina
$266K – – –
FFBTD
450
First Financial Bank - Trust Division
Ohio
$263K -$290K -11,982 -52%
16 17
18
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