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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 %
TCM
501
Tradewinds Capital Management
Washington
$117K +$969 +40 +0.8%
FA
502
Faithward Advisors
Pennsylvania
$113K -$7.96K -330 -7%
LB
503
Legacy Bridge
Iowa
$111K – – –
SRCM
504
Signature Resources Capital Management
California
$110K +$110K +4,552 New
BWL
505
Bogart Wealth LLC
Virginia
$109K +$72.2K +2,978 +194%
BTI
506
Blue Trust Inc
Georgia
$109K +$103K +4,280 +1,646%
SSB
507
Sandy Spring Bank
Maryland
$109K +$533 +22 +0.5%
LFG
508
Larson Financial Group
Missouri
$105K +$436 +18 +0.4%
AIM
509
Anchor Investment Management
South Carolina
$105K – – –
AC
510
AlphaCore Capital
California
$104K +$1.45K +60 +1%
WP
511
WealthShield Partners
North Carolina
$97.7K -$92.2K -3,808 -49%
CPG
512
Custom Portfolio Group
Colorado
$95.5K +$95.5K +3,944 New
FDCDDQ
513
Federation des caisses Desjardins du Quebec
Quebec, Canada
$93.7K – – –
NB
514
NBT Bank
New York
$90.8K +$90.8K +3,750 New
CW
515
Cooksen Wealth
Texas
$86.8K +$86.8K +3,582 New
OFG
516
Oxford Financial Group
Indiana
$85.8K – – –
FFO
517
Fortitude Family Office
Arizona
$71.1K +$71.1K +2,936 New
VNA
518
Valley National Advisers
Pennsylvania
$71K -$12.2K -510 -15%
DCM
519
Davis Capital Management
Florida
$67K +$67K +2,766 New
NSG
520
Nalls Sherbakoff Group
Tennessee
$63.3K – – –
MFA
521
McClarren Financial Advisors
Pennsylvania
$63K -$38.8K -1,608 -38%
FFA
522
Founders Financial Alliance
North Carolina
$62.3K +$582 +24 +0.9%
HGERS
523
Householder Group Estate & Retirement Specialist
Arizona
$62K – – –
PCM
524
Perritt Capital Management
Illinois
$60.8K +$388 +16 +0.6%
NP
525
NorthRock Partners
Minnesota
$55.6K +$55.6K +2,344 New
19 20
21
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