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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 %
CYG
426
Clean Yield Group
Vermont
$313K – – –
BMCM
427
Burns Matteson Capital Management
New York
$310K +$310K +12,846 New
LA
428
Latitude Advisors
Florida
$307K +$2.27K +94 +0.7%
HWM
429
HB Wealth Management
Georgia
$306K -$250K -10,384 -45%
CIP
430
Capital Insight Partners
Arizona
$304K – – –
WLIM
431
White Lighthouse Investment Management
Massachusetts
$302K – – –
BJL
432
Brighton Jones LLC
Washington
$301K -$1.3K -54 -0.4%
HCM
433
Hengehold Capital Management
Ohio
$300K -$82.1K -3,404 -21%
CCM
434
Chilton Capital Management
Texas
$300K – – –
BNP Paribas Financial Markets
435
BNP Paribas Financial Markets
France
$299K -$3.45M -143,116 -92%
AG
436
Advocate Group
Minnesota
$294K – – –
RIA
437
Realta Investment Advisors
Delaware
$292K +$627 +26 +0.2%
REMPR
438
Roof Eidam Maycock Peralta (REMP)
California
$292K – – –
GLLW
439
Graves Light Lenhart Wealth
Virginia
$291K +$291K +12,074 New
Cerity Partners
440
Cerity Partners
New York
$288K -$19.7K -816 -6%
BFG
441
Berger Financial Group
Minnesota
$284K +$44.1K +1,828 +18%
ECM
442
Exchange Capital Management
Michigan
$275K – – –
DI
443
Diligent Investors
California
$274K -$9.21K -382 -3%
PWM
444
PBMares Wealth Management
Virginia
$271K +$18K +748 +7%
VPIM
445
Vanguard Personalized Indexing Management
California
$270K – – –
WC
446
Waterloo Capital
Texas
$270K -$14.6K -606 -5%
ECM
447
Evergreen Capital Management
Washington
$266K -$118K -4,906 -31%
CA
448
Callahan Advisors
Texas
$266K -$10.8K -446 -4%
HWAM
449
Hennion & Walsh Asset Management
New Jersey
$266K +$266K +11,034 New
DAC
450
Dividend Assets Capital
South Carolina
$265K – – –
16 17
18
19 20