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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 %
RPA
451
Rock Point Advisors
Vermont
$257K -$35.6K -1,470 -12%
SCM
452
Seascape Capital Management
New Hampshire
$255K +$774 +32 +0.3%
PWM
453
PBMares Wealth Management
Virginia
$254K – – –
TIA
454
Tiemann Investment Advisors
California
$253K – – –
OFS
455
OneAscent Financial Services
Alabama
$253K +$46.4K +1,918 +22%
AP
456
Appleton Partners
Massachusetts
$252K – – –
BAM
457
Bayshore Asset Management
Florida
$248K -$435K -17,948 -64%
BPWM
458
Badgley Phelps Wealth Managers
Washington
$248K +$248K +10,242 New
SPW
459
Sonoma Private Wealth
California
$244K -$5.14K -212 -2%
PIA
460
Perennial Investment Advisors
California
$242K -$23.3K -960 -9%
BFG
461
Berger Financial Group
Minnesota
$241K +$241K +9,940 New
Bank of New York Mellon
462
Bank of New York Mellon
New York
$240K -$139K -5,742 -37%
PIMG
463
Patriot Investment Management Group
Tennessee
$238K -$83.8K -3,460 -26%
LFA
464
Lauterbach Financial Advisors
Texas
$235K +$2.18K +90 +0.9%
CCM
465
Carlson Capital Management
Minnesota
$234K -$26.9K -1,110 -10%
IWM
466
IHT Wealth Management
Illinois
$233K -$108K -4,448 -32%
SWA
467
SFMG Wealth Advisors
Texas
$232K -$145K -6,002 -39%
PMG
468
ProVise Management Group
Florida
$229K +$97 +4 +0%
AWM
469
Avaii Wealth Management
Wisconsin
$222K +$1.99K +82 +0.9%
RJT
470
Raymond James Trust
Florida
$222K +$222K +9,154 New
FPAS
471
Focus Partners Advisor Solutions
Missouri
$222K -$2.91K -120 -1%
FM
472
Foster & Motley
Ohio
$219K +$219K +9,054 New
MCM
473
Mengis Capital Management
Oregon
$217K +$485 +20 +0.2%
FAIM
474
Financial Advocates Investment Management
Washington
$215K -$3.1K -128 -1%
SPL
475
Smart Portfolios LLC
Washington
$215K +$215K +8,920 New
17 18
19
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