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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

581 hedge funds and large institutions have $8.03B invested in Schwab Short-Term US Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 238 increasing their positions, 221 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
-16
Holders Change %
-2.68%
% of All Funds
8.45%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.61%
New
55
Increased
238
Reduced
221
Closed
62
Calls
$2.02M
Puts
$1.63M
Net Calls
+$389K
Net Calls Change
+$698K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$39.7M
2
LPL Financial
LPL Financial
California
+$30.5M
3
AssetMark Inc
AssetMark Inc
California
+$22.7M
4
SWA
Stratos Wealth Advisors
Ohio
+$21.7M
5
WIA
World Investment Advisors
California
+$16.5M

Top Sellers

1
GP
Greenline Partners
New York
-$43.1M
2
Ameriprise
Ameriprise
Minnesota
-$42.5M
3
EWM
Evermay Wealth Management
Virginia
-$35.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$24.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
426
Laidlaw Wealth Management
New York
$289K -$47.7K -1,984 -14%
CCM
427
Chilton Capital Management
Texas
$289K -$10.1K -420 -3%
GLLW
428
Graves Light Lenhart Wealth
Virginia
$288K -$1.15K -48 -0.4%
ATPW
429
Ashton Thomas Private Wealth
Arizona
$286K -$48.1K -2,000 -14%
ECM
430
Exchange Capital Management
Michigan
$284K +$10K +416 +4%
RIA
431
Realta Investment Advisors
Delaware
$283K -$8.66K -360 -3%
HOWA
432
Heritage Oak Wealth Advisors
Florida
$274K +$274K +11,388 New
CA
433
Claro Advisors
Massachusetts
$272K +$11.1K +462 +4%
WFAG
434
Worth Financial Advisory Group
North Carolina
$271K +$271K +11,258 New
PWM
435
PBMares Wealth Management
Virginia
$270K – – –
LRPA
436
L. Roy Papp & Associates
Arizona
$269K -$93.6K -3,888 -26%
FAM
437
Formidable Asset Management
Ohio
$267K +$267K +11,098 New
DAC
438
Dividend Assets Capital
South Carolina
$265K – – –
BPWM
439
Badgley Phelps Wealth Managers
Washington
$263K +$16.7K +692 +7%
WLIM
440
White Lighthouse Investment Management
Massachusetts
$263K -$38.5K -1,600 -13%
RA
441
RFG Advisory
Alabama
$261K +$261K +10,828 New
SPW
442
Sonoma Private Wealth
California
$259K – – –
WC
443
Waterloo Capital
Texas
$259K -$11.1K -462 -4%
LFA
444
Lauterbach Financial Advisors
Texas
$259K +$20.6K +844 +9%
CFS
445
Coordinated Financial Services
Colorado
$255K +$255K +10,600 New
VI
446
VanderPol Investments
Michigan
$253K +$33.4K +1,388 +15%
AMIM
447
Aull & Monroe Investment Management
Alabama
$252K -$99.5K -4,136 -28%
TIA
448
Tiemann Investment Advisors
California
$251K – – –
MWM
449
Modera Wealth Management
New Jersey
$250K – – –
WFA
450
WMG Financial Advisors
Tennessee
$250K +$18.4K +766 +8%
16 17
18
19 20