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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 %
TRCT
576
Tower Research Capital (TRC)
New York
$6.49K -$19.5K -806 -75%
WB
577
Webster Bank
Connecticut
$5.38K – – –
GWM
578
Geneos Wealth Management
Colorado
$5.09K +$3K +124 +144%
BCMLT
579
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.98K – – –
GI
580
Gradient Investments
Minnesota
$4.86K +$2.24K +92 +85%
SIC
581
Salem Investment Counselors
North Carolina
$4.85K -$4.85K -200 -50%
CAM
582
Costello Asset Management
Pennsylvania
$4.55K – – –
SAM
583
Smartleaf Asset Management
Massachusetts
$4.36K +$4.36K +180 New
KA
584
Kozak & Associates
Colorado
$4.24K – – –
QCMNJ
585
Quantum Capital Management (New Jersey)
New Jersey
$3.78K – – –
AAP
586
Arax Advisory Partners
Colorado
$3.5K +$49 +2 +1%
QCG
587
Quadrant Capital Group
Ohio
$1.94K – – –
GPFA
588
Game Plan Financial Advisors
Ohio
$1.64K +$1.64K +68 New
BWM
589
Baystate Wealth Management
Massachusetts
$1.59K – – –
SPIA
590
Steward Partners Investment Advisory
New York
$1.55K -$2.57K -106 -62%
KFI
591
Key Financial Inc
Pennsylvania
$1.55K – – –
MWA
592
Moser Wealth Advisors
Washington
$1.53K +$48 +2 +3%
BAM
593
Bellevue Asset Management
Washington
$1.36K – – –
First Manhattan
594
First Manhattan
New York
$1.07K -$6.1K -252 -85%
TFA
595
Transamerica Financial Advisors
Florida
$1K – – –
GWSA
596
Global Wealth Strategies & Associates
Colorado
$80 – – –
MWM
597
Merriman Wealth Management
Washington
– -$44.1M -1,841,606 Closed
Jane Street
598
Jane Street
New York
– -$31.4M -1,310,100 Closed
TI
599
Tidal Investments
Wisconsin
– -$23.5M -982,142 Closed
GS
600
GTS Securities
New York
– -$19.5M -813,046 Closed
22 23
24
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