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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 %
NFSG
551
Newbridge Financial Services Group
Florida
$20.9K – – –
DAM
552
Delta Asset Management
Tennessee
$19.6K – – –
FGA
553
Fortis Group Advisors
New Jersey
$19.5K +$9.74K +402 +100%
AWM
554
Able Wealth Management
New Jersey
$19.3K +$19.3K +798 New
FHA
555
First Horizon Advisors
Tennessee
$19K +$4.6K +190 +32%
AIA
556
Arcadia Investment Advisors
Idaho
$18.2K – – –
National Bank of Canada
557
National Bank of Canada
Quebec, Canada
$17.7K +$17.7K +730 New
CAS
558
Coppell Advisory Solutions
Texas
$17.6K +$17.2K +712 +4,450%
CFGS
559
Concourse Financial Group Securities
Alabama
$17.6K -$244K -10,092 -93%
Franklin Resources
560
Franklin Resources
California
$16.1K – – –
IGWM
561
ICA Group Wealth Management
Colorado
$15.5K +$15.5K +640 New
PA
562
Parallel Advisors
California
$13.9K -$51.5K -2,124 -79%
SIS
563
Sound Income Strategies
Florida
$12.8K -$107K -4,424 -89%
GEA
564
Glen Eagle Advisors
New Jersey
$9.69K – – –
IPW
565
Impact Partnership Wealth
Georgia
$9.5K – – –
TVAMP
566
Tennessee Valley Asset Management Partners
Tennessee
$9.35K +$9.35K +386 New
PO
567
Private Ocean
California
$9.29K +$7.65K +316 +465%
CTA
568
Colonial Trust Advisors
South Carolina
$9.11K +$9.11K +376 New
MRCM
569
M&R Capital Management
New Jersey
$8.67K – – –
HGA
570
Hobbs Group Advisors
South Carolina
$8.19K +$8.19K +338 New
MWM
571
Mascoma Wealth Management
New Hampshire
$7.85K – – –
WIM
572
Westside Investment Management
California
$7.32K – – –
CI
573
Cordant Inc
Oregon
$7.17K +$1.41K +58 +24%
GWM
574
Guardian Wealth Management
Illinois
$7.06K -$387 -16 -5%
PCM
575
Penserra Capital Management
California
$7K +$7K +306 New
21 22
23
24 25