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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.

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 %
UCMOK
26
United Capital Management of KS
Kansas
$27.5M -$1.06M -43,648 -4%
DC
27
Davenport & Co
Virginia
$25.3M -$395K -16,286 -2%
AFG
28
Altiora Financial Group
Ohio
$25.1M +$5.22M +215,598 +26%
PCM
29
Passive Capital Management
Maryland
$24.8M +$573K +23,664 +2%
HPA
30
High Probability Advisors
New York
$24.6M -$1.05M -43,410 -4%
Wells Fargo
31
Wells Fargo
California
$24.5M +$7.25M +299,452 +42%
FCI
32
Financial Counselors Inc
Kansas
$24.4M +$1.98M +81,582 +9%
Renaissance Technologies
33
Renaissance Technologies
New York
$24M +$14.8M +611,762 +161%
UBS Group
34
UBS Group
Switzerland
$23.8M +$1.51M +62,502 +7%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$23.4M -$13.6M -563,330 -37%
AC
36
Apella Capital
Connecticut
$22.8M -$355K -14,660 -2%
SGAM
37
Stephens Group Asset Management
Arkansas
$22.5M -$15.3M -630,654 -40%
MFT
38
Moisand Fitzgerald Tamayo
Florida
$22.3M +$13.4M +552,714 +150%
WCF
39
West Coast Financial
California
$21.5M +$3.16M +130,374 +17%
AWE
40
Avidian Wealth Enterprises
Texas
$19.3M +$1.91M +78,920 +11%
TCPWM
41
Traverso Chambers Private Wealth Management
California
$19.2M -$11.3M -466,226 -37%
Truist Financial
42
Truist Financial
North Carolina
$19.2M -$137K -5,664 -0.7%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$18.6M +$409K +16,864 +2%
LIM
44
Leavell Investment Management
Alabama
$17.9M +$21.2K +874 +0.1%
MPWT
45
MassMutual Private Wealth & Trust
Connecticut
$17.8M +$952K +39,284 +6%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$17.7M -$4.78M -197,164 -21%
HighTower Advisors
47
HighTower Advisors
Illinois
$17.5M +$9.91M +408,368 +131%
BFG
48
Bouchey Financial Group
New York
$17.1M +$2M +82,392 +13%
TCM
49
Towneley Capital Management
California
$17M +$17M +701,920 New
RJFSA
50
Raymond James Financial Services Advisors
Florida
$16.8M -$3.73M -153,898 -18%
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