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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

597 hedge funds and large institutions have $8.1B invested in Schwab Short-Term US Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 239 increasing their positions, 226 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
8.65%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.57%
New
66
Increased
239
Reduced
226
Closed
54
Calls
$660K
Puts
$969K
Net Calls
-$309K
Net Calls Change
-$1.04M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$564M
2
SEI Investments
SEI Investments
Pennsylvania
$359M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$24.4M
4
WF
Williams Financial
Vermont
$18.4M
5
Renaissance Technologies
Renaissance Technologies
New York
$41.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$446M
2
Bank of America
Bank of America
North Carolina
$3.59B
3
Morgan Stanley
Morgan Stanley
New York
$73.1M
4
FEG
Fund Evaluation Group
Ohio
$6.43M
5
Charles Schwab
Charles Schwab
California
$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
576
SignatureFD
Georgia
$4.82K +$4.82K +200 New
FPFS
577
First Personal Financial Services
North Carolina
$4.63K +$4.63K +192 New
CAM
578
Costello Asset Management
Pennsylvania
$4.53K – – –
BIA
579
Bell Investment Advisors
California
$4.42K -$24.8K -1,034 -85%
QCMNJ
580
Quantum Capital Management (New Jersey)
New Jersey
$3.76K – – –
CB
581
Centennial Bank
Arkansas
$3.57K +$3.57K +148 New
AAP
582
Arax Advisory Partners
Colorado
$3.51K +$48 +2 +1%
AIC
583
Archer Investment Corporation
Indiana
$3.47K +$3.47K +144 New
APC
584
Aspire Private Capital
North Carolina
$3.33K +$3.33K +138 New
CSWM
585
Cassady Schiller Wealth Management
Ohio
$3.13K +$3.13K +130 New
RIL
586
Rothschild Investment LLC
Illinois
$3.09K +$3.09K +128 New
CA
587
CoreCap Advisors
Michigan
$2.94K +$2.94K +122 New
CWP
588
Concord Wealth Partners
Virginia
$2.91K -$20.4K -840 -88%
GWM
589
Geneos Wealth Management
Colorado
$2.07K -$2.99K -124 -59%
QCG
590
Quadrant Capital Group
Ohio
$1.93K – – –
GPFA
591
Game Plan Financial Advisors
Ohio
$1.64K – – –
KFI
592
Key Financial Inc
Pennsylvania
$1.54K – – –
MWA
593
Moser Wealth Advisors
Washington
$1.53K – – –
BAM
594
Bellevue Asset Management
Washington
$1.35K – – –
TFA
595
Transamerica Financial Advisors
Florida
$1K – – –
AW
596
Avion Wealth
Texas
$1K – – –
PAM
597
Palisade Asset Management
Minnesota
$145 +$145 +6 New
VAG
598
VisionPoint Advisory Group
Texas
$96 +$96 +4 New
Mirae Asset Global Investments
599
Mirae Asset Global Investments
South Korea
– -$11M -452,160 Closed
WIA
600
World Investment Advisors
California
– -$10.9M -451,326 Closed
22 23
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