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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

581 hedge funds and large institutions have $8.03B invested in Schwab Short-Term US Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 238 increasing their positions, 221 reducing their positions, and 62 closing their positions.

Holders
581
Holders Change
-16
Holders Change %
-2.68%
% of All Funds
8.45%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.61%
New
55
Increased
238
Reduced
221
Closed
62
Calls
$2.02M
Puts
$1.63M
Net Calls
+$389K
Net Calls Change
+$698K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.63B
2
LPL Financial
2
LPL Financial
California
$80.8M
3
AssetMark Inc
3
AssetMark Inc
California
$26M
4
SWA
4
Stratos Wealth Advisors
Ohio
$24.9M
5
WIA
5
World Investment Advisors
California
$16.5M

Top Sellers

1
GP
1
Greenline Partners
New York
$15.4M
2
Ameriprise
2
Ameriprise
Minnesota
$508M
3
EWM
3
Evermay Wealth Management
Virginia
$1.55M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
26
TruNorth Capital Management
Michigan
$29.9M +$2.62M +108,740 +10%
HPA
27
High Probability Advisors
New York
$28M +$1.27M +52,884 +5%
MPWT
28
MassMutual Private Wealth & Trust
Connecticut
$27.4M -$6.11M -253,712 -18%
FCA
29
FLC Capital Advisors
California
$27.3M -$7.38M -306,686 -21%
DC
30
Davenport & Co
Virginia
$27.1M -$218K -9,042 -0.8%
PCM
31
Passive Capital Management
Maryland
$26.5M +$1.68M +69,730 +7%
AssetMark Inc
32
AssetMark Inc
California
$26M +$22.7M +942,938 +692%
BB
33
Busey Bank
Illinois
$25.9M -$2.82M -117,122 -10%
AFG
34
Altiora Financial Group
Ohio
$25.7M +$157K +6,544 +0.6%
Wells Fargo
35
Wells Fargo
California
$25.4M -$441K -18,342 -2%
SWA
36
Stratos Wealth Advisors
Ohio
$24.9M +$21.7M +902,526 +679%
LA
37
LVW Advisors
New York
$24.2M +$6.24M +259,140 +35%
SGAM
38
Stephens Group Asset Management
Arkansas
$23.4M +$756K +31,426 +3%
AC
39
Apella Capital
Connecticut
$22.2M +$4.04K +168 +0%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$21M +$149K +6,186 +0.7%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$20.7M +$1.59M +66,240 +8%
LIM
42
Leavell Investment Management
Alabama
$20.4M +$1.43M +59,526 +8%
Truist Financial
43
Truist Financial
North Carolina
$20.3M +$823K +34,196 +4%
HighTower Advisors
44
HighTower Advisors
Illinois
$19.5M +$449K +18,646 +2%
WF
45
Williams Financial
Vermont
$18.4M +$25.8K +1,070 +0.1%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$18.4M +$6.36M +264,188 +53%
AWM
47
Avior Wealth Management
Nebraska
$18.1M +$430K +17,854 +2%
TCM
48
Towneley Capital Management
California
$18M +$749K +31,116 +4%
NFG
49
Northeast Financial Group
Pennsylvania
$17.9M +$1.31M +54,440 +8%
CMP
50
Courage Miller Partners
Virginia
$16.7M -$84.8K -3,524 -0.5%
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