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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

628 hedge funds and large institutions have $9.92B invested in Schwab Short-Term US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 241 increasing their positions, 224 reducing their positions, and 58 closing their positions.

Holders
628
Holders Change
+45
Holders Change %
+7.72%
% of All Funds
8.36%
Holding in Top 10
47
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.3%
% of All Funds
0.63%
New
111
Increased
241
Reduced
224
Closed
58
Calls
$1.36M
Puts
$1.07M
Net Calls
+$286K
Net Calls Change
-$1.85M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.86B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$500M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$173M
4
MCM
4
MAI Capital Management
Ohio
$24.5M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$51.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.51M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$34K
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$1.52B
4
Ameriprise
4
Ameriprise
Minnesota
$513M
5
MIM
5
Morningstar Investment Management
Illinois
$45.5M
Name Market Value Shares Shares
Change 		Shares
Change %
FFG
26
Fiduciary Financial Group
California
$35.9M 1,489,093 +26,459 +2%
BOPW
27
Brandywine Oak Private Wealth
Pennsylvania
$33.5M 1,391,700 -39,696 -3%
FCA
28
FLC Capital Advisors
California
$28.4M 1,180,160 +14,714 +1%
FCI
29
Financial Counselors Inc
Kansas
$27.7M 1,153,083 +96,757 +9%
PCM
30
Passive Capital Management
Maryland
$27.7M 1,151,364 +48,322 +4%
DC
31
Davenport & Co
Virginia
$26.9M 1,117,718 -13,168 -1%
HPA
32
High Probability Advisors
New York
$26.5M 1,102,327 -41,265 -4%
LIM
33
Leavell Investment Management
Alabama
$25.9M 1,078,008 +152,960 +17%
LA
34
LVW Advisors
New York
$25.5M 1,057,851 +1,711 +0.2%
AFG
35
Altiora Financial Group
Ohio
$25M 1,038,096 +14,818 +1%
HF
36
Holcombe Financial
Georgia
$24.7M 1,025,670 +1,025,670 New
AssetMark Inc
37
AssetMark Inc
California
$24.6M 1,020,629 -70,259 -6%
MCM
38
MAI Capital Management
Ohio
$24.5M 1,019,524 +1,019,524 New
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$20.5M 852,523 -20,109 -2%
CST
40
Charles Schwab Trust
Nevada
$20.1M 835,096 +53,798 +7%
SWA
41
Stratos Wealth Advisors
Ohio
$19.9M 827,826 -233,424 -22%
MPWT
42
MassMutual Private Wealth & Trust
Connecticut
$19.8M 824,205 +85,619 +12%
AWM
43
Avior Wealth Management
Nebraska
$19.8M 821,653 +37,697 +5%
WF
44
Williams Financial
Vermont
$19.5M 812,273 +26,333 +3%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$19.3M 800,303 +44,669 +6%
SGAM
46
Stephens Group Asset Management
Arkansas
$18.9M 786,865 +4,215 +0.5%
TCM
47
Towneley Capital Management
California
$18.9M 786,649 +20,543 +3%
AC
48
Apella Capital
Connecticut
$18.8M 782,878 -127,046 -14%
FEG
49
Fund Evaluation Group
Ohio
$18.6M 772,924 – –
Truist Financial
50
Truist Financial
North Carolina
$18.3M 760,855 -62,763 -8%
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