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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.

New
Increased
Maintained
Reduced
Closed
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
Bank of America
North Carolina
+$92.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$80.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$41.1M
4
MCM
MAI Capital Management
Ohio
+$24.5M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$20.2M

Top Sellers

1
Jane Street
Jane Street
New York
-$415M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$125M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$94.3M
4
Ameriprise
Ameriprise
Minnesota
-$73.1M
5
MIM
Morningstar Investment Management
Illinois
-$54.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
501
LexAurum Advisors
Kansas
$201K +$201K +8,372 New
FDW
502
Fourth Dimension Wealth
Ohio
$201K +$201K +8,372 New
DE
503
Diversified Enterprises
Delaware
$201K -$25.4K -1,054 -11%
SA
504
SRH Advisors
Kansas
$194K – – –
AAM
505
Advisors Asset Management
Colorado
$192K -$112K -4,640 -37%
SPIA
506
Steward Partners Investment Advisory
New York
$187K -$37.5K -1,558 -17%
SSB
507
Sandy Spring Bank
Maryland
$162K -$20.3K -842 -11%
CIA
508
Cape Investment Advisory
Georgia
$162K +$3.22K +134 +2%
CIM
509
Contravisory Investment Management
Massachusetts
$154K – – –
MSWA
510
Marshall & Sterling Wealth Advisors
New York
$145K +$145K +6,010 New
CAL
511
Capital Analysts LLC
Pennsylvania
$138K -$21.7K -903 -14%
EB
512
Eastern Bank
Massachusetts
$136K -$1.76K -73 -1%
VWM
513
Vermillion Wealth Management
Minnesota
$132K +$132K +5,486 New
WT
514
Washington Trust
Rhode Island
$130K – – –
HNB
515
Huntington National Bank
Ohio
$123K -$22.1K – –
SRCM
516
Signature Resources Capital Management
California
$117K +$3.99K +166 +4%
LB
517
Legacy Bridge
Iowa
$111K – – –
LFG
518
Larson Financial Group
Missouri
$106K +$289 +12 +0.3%
FDCDDQ
519
Federation des caisses Desjardins du Quebec
Quebec, Canada
$100K +$1.97K +82 +2%
AIM
520
Anchor Investment Management
South Carolina
$95.8K – – –
T
521
Transce3nd
Texas
$95.7K +$95.7K +3,977 New
HNW
522
High Note Wealth
Minnesota
$94.9K +$94.9K +3,944 New
PTC
523
Private Trust Company
Ohio
$92.2K +$6.86K +285 +8%
AWM
524
AE Wealth Management
Kansas
$91.5K +$91.5K +3,802 New
CTC
525
Central Trust Company
Missouri
$90.8K +$45.6K +1,895 +101%
19 20
21
22 23