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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
+$81.5M
2
SEI Investments
SEI Investments
Pennsylvania
+$39.9M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$24.4M
4
WF
Williams Financial
Vermont
+$18.4M
5
Renaissance Technologies
Renaissance Technologies
New York
+$17.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.3B
2
Bank of America
Bank of America
North Carolina
-$263M
3
Morgan Stanley
Morgan Stanley
New York
-$58M
4
FEG
Fund Evaluation Group
Ohio
-$28.8M
5
Charles Schwab
Charles Schwab
California
-$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFBTD
451
First Financial Bank - Trust Division
Ohio
$262K – – –
CA
452
Claro Advisors
Massachusetts
$261K -$17.1K -708 -6%
SPW
453
Sonoma Private Wealth
California
$260K +$16.9K +700 +7%
ES
454
Eagle Strategies
New York
$257K +$257K +10,642 New
TIA
455
Tiemann Investment Advisors
California
$252K – – –
MWM
456
Modera Wealth Management
New Jersey
$251K +$251K +10,402 New
SAG
457
SageView Advisory Group
California
$250K +$250K +9,608 New
AWM
458
Avaii Wealth Management
Wisconsin
$247K +$25.7K +1,068 +12%
BPWM
459
Badgley Phelps Wealth Managers
Washington
$247K – – –
BAM
460
Bayshore Asset Management
Florida
$247K -$241 -10 -0.1%
MCM
461
Mengis Capital Management
Oregon
$243K +$26.8K +1,112 +12%
GWP
462
Gateway Wealth Partners
Wisconsin
$240K +$240K +9,974 New
AAS
463
Ameritas Advisory Services
Nebraska
$236K -$986K -40,914 -81%
LFA
464
Lauterbach Financial Advisors
Texas
$235K +$1.16K +48 +0.5%
LGWM
465
Litman Gregory Wealth Management
California
$232K +$232K +9,640 New
CCM
466
Carlson Capital Management
Minnesota
$232K -$434 -18 -0.2%
WFA
467
WMG Financial Advisors
Tennessee
$232K +$232K +9,622 New
PIMG
468
Patriot Investment Management Group
Tennessee
$231K -$5.64K -234 -2%
SWA
469
SFMG Wealth Advisors
Texas
$231K – – –
VAS
470
Vestmark Advisory Solutions
Massachusetts
$229K +$229K +9,494 New
SCM
471
Seascape Capital Management
New Hampshire
$228K -$25.9K -1,076 -10%
AR
472
Apeiron RIA
Texas
$227K +$227K +9,412 New
SPA
473
Sentinel Pension Advisors
Massachusetts
$227K -$136K -5,624 -37%
PMG
474
ProVise Management Group
Florida
$225K -$3.04K -126 -1%
SW
475
SVB Wealth
Massachusetts
$224K +$224K +9,300 New
17 18
19
20 21