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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

583 hedge funds and large institutions have $8.8B invested in Schwab Short-Term US Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 244 increasing their positions, 213 reducing their positions, and 47 closing their positions.

Holders
583
Holders Change
+2
Holders Change %
+0.34%
% of All Funds
8.43%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.62%
New
57
Increased
244
Reduced
213
Closed
47
Calls
$3.64M
Puts
$1.51M
Net Calls
+$2.13M
Net Calls Change
+$1.74M

Top Buyers

1
Jane Street
1
Jane Street
New York
$424M
2
Bank of America
2
Bank of America
North Carolina
$3.83B
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$128M
4
Ameriprise
4
Ameriprise
Minnesota
$601M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$119M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
CCA
2
Clearwater Capital Advisors
Illinois
$57M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$135M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$427M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$4.28M
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
26
TruNorth Capital Management
Michigan
$33.2M 1,356,484 +114,680 +9%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$31.9M 1,302,474 +440,822 +51%
FCA
28
FLC Capital Advisors
California
$28.5M 1,165,446 +31,234 +3%
HPA
29
High Probability Advisors
New York
$28M 1,143,592 -21,020 -2%
DC
30
Davenport & Co
Virginia
$27.7M 1,130,886 +2,710 +0.2%
PCM
31
Passive Capital Management
Maryland
$27M 1,103,042 +2,226 +0.2%
AssetMark Inc
32
AssetMark Inc
California
$26.7M 1,090,888 +11,670 +1%
SWA
33
Stratos Wealth Advisors
Ohio
$26M 1,061,250 +25,848 +2%
FCI
34
Financial Counselors Inc
Kansas
$25.9M 1,056,326 -407,286 -28%
LA
35
LVW Advisors
New York
$25.9M 1,056,140 +49,584 +5%
BB
36
Busey Bank
Illinois
$25.2M 1,027,742 -48,312 -4%
AFG
37
Altiora Financial Group
Ohio
$25.1M 1,023,278 -45,782 -4%
Wells Fargo
38
Wells Fargo
California
$24M 981,166 -72,814 -7%
LIM
39
Leavell Investment Management
Alabama
$22.7M 925,048 +76,850 +9%
AC
40
Apella Capital
Connecticut
$22.2M 909,924 -12,986 -1%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$21.4M 872,632 +300,402 +52%
Truist Financial
42
Truist Financial
North Carolina
$20.2M 823,618 -18,206 -2%
WF
43
Williams Financial
Vermont
$19.2M 785,940 +19,752 +3%
AWM
44
Avior Wealth Management
Nebraska
$19.2M 783,956 +30,724 +4%
SGAM
45
Stephens Group Asset Management
Arkansas
$19.2M 782,650 -190,574 -20%
CST
46
Charles Schwab Trust
Nevada
$19.1M 781,298 +123,970 +19%
FEG
47
Fund Evaluation Group
Ohio
$18.9M 772,924 +506,260 +190%
TCM
48
Towneley Capital Management
California
$18.8M 766,106 +17,512 +2%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$18.5M 755,634 +216,376 +40%
MPWT
50
MassMutual Private Wealth & Trust
Connecticut
$18.1M 738,586 -400,026 -35%
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