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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

581 hedge funds and large institutions have $8.03B invested in Schwab Short-Term US Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 238 increasing their positions, 221 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
-16
Holders Change %
-2.68%
% of All Funds
8.45%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.61%
New
55
Increased
238
Reduced
221
Closed
62
Calls
$2.02M
Puts
$1.63M
Net Calls
+$389K
Net Calls Change
+$698K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.63B
2
LPL Financial
LPL Financial
California
$80.8M
3
AssetMark Inc
AssetMark Inc
California
$26M
4
SWA
Stratos Wealth Advisors
Ohio
$24.9M
5
WIA
World Investment Advisors
California
$16.5M

Top Sellers

1
GP
Greenline Partners
New York
$15.4M
2
Ameriprise
Ameriprise
Minnesota
$508M
3
EWM
Evermay Wealth Management
Virginia
$1.55M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFC
576
Strategic Financial Concepts
Texas
$695 +$695 +67,318 New
GI
577
Gradient Investments
Minnesota
$433 -$11.8K -492 -96%
VAG
578
VisionPoint Advisory Group
Texas
$433 +$337 +14 +350%
PP
579
Pacifica Partners
Canada
$336 +$336 +14 New
GM
580
GeoWealth Management
Illinois
$47 -$7.19K -306 -99%
Wellington Management Group
581
Wellington Management Group
Massachusetts
– -$24.4M -1,012,330 Closed
NYLIM
582
New York Life Investment Management
New York
– -$13.6M -563,756 Closed
ATI
583
Act Two Investors
California
– -$5.92M -245,562 Closed
SEP
584
Southland Equity Partners
Missouri
– -$3.78M -156,990 Closed
FTUS
585
Flow Traders U.S.
New York
– -$2.22M -92,064 Closed
BA
586
Bluesphere Advisors
Pennsylvania
– -$2M -82,908 Closed
CBFP
587
Cedar Brook Financial Partners
Ohio
– -$1.77M -73,622 Closed
ACM
588
Andina Capital Management
Utah
– -$1.71M -71,080 Closed
GAA
589
Global Assets Advisory
Florida
– -$699K -67,048 Closed
Citadel Advisors
590
Citadel Advisors
Florida
– -$1.52M -62,856 Closed
Millennium Management
591
Millennium Management
New York
– -$1.49M -61,616 Closed
OMC
592
Old Mission Capital
Illinois
– -$1.44M -59,908 Closed
TPW
593
Transatlantique Private Wealth
New York
– -$1.3M -54,074 Closed
SFS
594
Solitude Financial Services
Virginia
– -$1.11M -46,210 Closed
M
595
MYeCFO
California
– -$964K -40,012 Closed
GIA
596
GHP Investment Advisors
Colorado
– -$888K -36,858 Closed
Kovitz Investment Group Partners
597
Kovitz Investment Group Partners
Illinois
– -$823K -34,132 Closed
TGAM
598
TBH Global Asset Management
Tennessee
– -$635K -26,344 Closed
Lido Advisors
599
Lido Advisors
California
– -$629K -26,076 Closed
RF
600
RHS Financial
California
– -$573K -23,772 Closed
22 23
24
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