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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.

New
Increased
Maintained
Reduced
Closed
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
Jane Street
New York
+$424M
2
Bank of America
Bank of America
North Carolina
+$138M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$127M
4
Ameriprise
Ameriprise
Minnesota
+$77.1M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$26.8M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$137M
2
CCA
Clearwater Capital Advisors
Illinois
-$27.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$21.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$18.1M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPA
476
Rock Point Advisors
Vermont
$212K +$212K +8,638 New
LWM
477
Laidlaw Wealth Management
New York
$211K -$83.3K -3,400 -28%
BDWCC
478
B&D White Capital Company
Texas
$211K – – –
RJT
479
Raymond James Trust
Florida
$210K -$14.4K -590 -6%
MCM
480
Mengis Capital Management
Oregon
$209K -$98 -4 -0%
WAM
481
Weatherly Asset Management
California
$208K – – –
PIMG
482
Patriot Investment Management Group
Tennessee
$207K -$23.8K -972 -10%
CCA
483
Carrera Capital Advisors
Michigan
$206K +$206K +8,396 New
CAMG
484
CWA Asset Management Group
Florida
$203K +$203K +8,278 New
SA
485
SRH Advisors
Kansas
$197K – – –
SSB
486
Sandy Spring Bank
Maryland
$186K -$36.8K -1,504 -17%
CAL
487
Capital Analysts LLC
Pennsylvania
$163K +$23.8K +968 +17%
CIA
488
Cape Investment Advisory
Georgia
$161K +$13.1K +536 +9%
CIM
489
Contravisory Investment Management
Massachusetts
$157K – – –
Jones Financial Companies
490
Jones Financial Companies
Missouri
$152K +$90.1K +3,674 +145%
EB
491
Eastern Bank
Massachusetts
$140K +$140K +5,708 New
WT
492
Washington Trust
Rhode Island
$132K – – –
CPA
493
Clear Point Advisors
New York
$117K +$117K +4,774 New
SRCM
494
Signature Resources Capital Management
California
$115K +$2.2K +90 +2%
LB
495
Legacy Bridge
Iowa
$113K – – –
LFG
496
Larson Financial Group
Missouri
$107K -$39.7K -1,622 -27%
BAM
497
Bellevue Asset Management
Washington
$105K +$103K +4,222 +7,539%
FDCDDQ
498
Federation des caisses Desjardins du Quebec
Quebec, Canada
$100K +$2.99K +122 +3%
AIM
499
Anchor Investment Management
South Carolina
$97.5K -$8.57K -350 -8%
PTC
500
Private Trust Company
Ohio
$86.8K -$58.7K -2,396 -40%
18 19
20
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