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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.

New
Increased
Maintained
Reduced
Closed
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 %
FIA
476
Foundations Investment Advisors
Arizona
$215K +$215K +8,848 New
WS
477
Wedbush Securities
California
$213K +$213K +8,796 New
BDWCC
478
B&D White Capital Company
Texas
$208K – – –
WAM
479
Weatherly Asset Management
California
$206K -$255K -10,510 -55%
ACA
480
Atlas Capital Advisors
Wyoming
$205K +$3.2K +132 +2%
PVI
481
Pine Valley Investments
New Jersey
$201K -$26K -1,072 -11%
TFG
482
Team Financial Group
California
$199K +$199K +8,214 New
LCM
483
Logan Capital Management
Pennsylvania
$199K -$6.01K -248 -3%
SA
484
SRH Advisors
Kansas
$195K -$78.7K -3,250 -29%
APCM
485
Alaska Permanent Capital Management
Alaska
$191K – – –
LFA
486
LGT Financial Advisors
Texas
$187K +$187K +7,700 New
OC
487
Oakworth Capital
Alabama
$177K +$171K +7,042 +2,688%
BBPWM
488
Blue Bell Private Wealth Management
Pennsylvania
$173K +$153K +6,300 +746%
CIM
489
Contravisory Investment Management
Massachusetts
$156K – – –
CPA
490
Clear Point Advisors
New York
$155K +$155K +6,380 New
CAL
491
Capital Analysts LLC
Pennsylvania
$154K +$243 +10 +0.2%
ASN
492
Advisory Services Network
Georgia
$152K +$152K +6,274 New
FG
493
Fairman Group
Pennsylvania
$151K +$151K +6,250 New
CHA
494
Carmichael Hill & Associates
Maryland
$151K +$1.99K +82 +1%
PTC
495
Private Trust Company
Ohio
$146K +$32.4K +1,336 +28%
Fidelity Investments
496
Fidelity Investments
Massachusetts
$142K +$99.2K +4,094 +231%
PAI
497
Pittenger & Anderson Inc
Nebraska
$132K +$22.5K +930 +21%
WT
498
Washington Trust
Rhode Island
$131K – – –
CIA
499
Cape Investment Advisory
Georgia
$126K -$86.5K -3,572 -41%
FGAM
500
Financial Gravity Asset Management
Texas
$119K +$38.3K +1,594 +48%
18 19
20
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