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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 %
CFO
426
CVA Family Office
Colorado
$295K -$29K -1,184 -9%
GLLW
427
Graves Light Lenhart Wealth
Virginia
$294K -$833 -34 -0.3%
CCM
428
Chilton Capital Management
Texas
$293K -$882 -36 -0.3%
SA
429
Stewardship Advisors
Pennsylvania
$293K +$293K +11,946 New
ATPW
430
Ashton Thomas Private Wealth
Arizona
$291K – – –
ECM
431
Exchange Capital Management
Michigan
$289K – – –
ZIG
432
Zullo Investment Group
Pennsylvania
$288K -$24.3K -994 -8%
WFAG
433
Worth Financial Advisory Group
North Carolina
$286K +$10.3K +420 +4%
SPW
434
Sonoma Private Wealth
California
$280K +$16.1K +658 +6%
V
435
ViaWealth
Kansas
$277K -$287K -11,714 -51%
BJL
436
Brighton Jones LLC
Washington
$276K -$77.5K -3,164 -22%
PWM
437
PBMares Wealth Management
Virginia
$275K – – –
LRPA
438
L. Roy Papp & Associates
Arizona
$273K +$98 +4 +0%
CFS
439
CRA Financial Services
New Jersey
$273K -$80.3K -3,280 -23%
CA
440
Claro Advisors
Massachusetts
$270K -$6.42K -262 -2%
BPWM
441
Badgley Phelps Wealth Managers
Washington
$270K +$1.96K +80 +0.7%
DAC
442
Dividend Assets Capital
South Carolina
$269K – – –
BMCM
443
Burns Matteson Capital Management
New York
$269K -$54.8K -2,236 -17%
FM
444
Foster & Motley
Ohio
$262K +$37.4K +1,528 +17%
LFA
445
Lauterbach Financial Advisors
Texas
$261K +$1.37K +56 +0.5%
TIA
446
Tiemann Investment Advisors
California
$256K – – –
MWM
447
Modera Wealth Management
New Jersey
$255K – – –
WFA
448
WMG Financial Advisors
Tennessee
$255K +$294 +12 +0.1%
BAMG
449
Brand Asset Management Group
Missouri
$252K +$252K +10,290 New
WLIM
450
White Lighthouse Investment Management
Massachusetts
$252K -$15.9K -650 -6%
16 17
18
19 20