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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.

Holders
597
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
8.66%
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
1
Ameriprise
Minnesota
$564M
2
SEI Investments
2
SEI Investments
Pennsylvania
$359M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$24.4M
4
WF
4
Williams Financial
Vermont
$18.4M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$41.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$446M
2
Bank of America
2
Bank of America
North Carolina
$3.59B
3
Morgan Stanley
3
Morgan Stanley
New York
$73.1M
4
FEG
4
Fund Evaluation Group
Ohio
$6.43M
5
Charles Schwab
5
Charles Schwab
California
$152M
Name Market Value Shares Shares
Change 		Shares
Change %
BOPW
26
Brandywine Oak Private Wealth
Pennsylvania
$32.9M 682,286 -7,095 -1%
MFT
27
Moisand Fitzgerald Tamayo
Florida
$30.9M 641,775 +181,410 +39%
WCF
28
West Coast Financial
California
$30.7M 637,814 +194,989 +44%
UCMOK
29
United Capital Management of KS
Kansas
$29.2M 604,896 +37,062 +7%
BB
30
Busey Bank
Illinois
$28.8M 596,588 -40,520 -6%
DC
31
Davenport & Co
Virginia
$27.4M 568,609 +45,530 +9%
TCM
32
TruNorth Capital Management
Michigan
$27.3M 566,532 +566,532 New
HPA
33
High Probability Advisors
New York
$26.8M 555,864 +48,269 +10%
Wells Fargo
34
Wells Fargo
California
$25.8M 536,161 +31,387 +6%
AFG
35
Altiora Financial Group
Ohio
$25.6M 531,258 +13,176 +3%
PCM
36
Passive Capital Management
Maryland
$24.9M 515,543 +4,668 +0.9%
Wellington Management Group
37
Wellington Management Group
Massachusetts
$24.4M 506,165 +506,165 New
SGAM
38
Stephens Group Asset Management
Arkansas
$22.7M 470,899 +7,006 +2%
AC
39
Apella Capital
Connecticut
$22.1M 461,371 -10,902 -2%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$20.9M 433,149 -50,546 -10%
Truist Financial
41
Truist Financial
North Carolina
$19.5M 403,814 +8,140 +2%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$19.2M 397,706 +12,804 +3%
HighTower Advisors
43
HighTower Advisors
Illinois
$19.1M 395,411 +34,799 +10%
LIM
44
Leavell Investment Management
Alabama
$19M 394,336 +25,827 +7%
WF
45
Williams Financial
Vermont
$18.4M 382,559 +382,559 New
LA
46
LVW Advisors
New York
$18M 373,708 +45,087 +14%
AWM
47
Avior Wealth Management
Nebraska
$17.7M 367,689 +24,566 +7%
TCM
48
Towneley Capital Management
California
$17.3M 358,739 +7,779 +2%
CMP
49
Courage Miller Partners
Virginia
$16.8M 347,905 +3,968 +1%
NFG
50
Northeast Financial Group
Pennsylvania
$16.6M 344,583 +44,048 +15%
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