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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.

Holders
597
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
8.66%
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
1
Ameriprise
Minnesota
$564M
2
SEI Investments
2
SEI Investments
Pennsylvania
$359M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$24.4M
4
WF
4
Williams Financial
Vermont
$18.4M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$41.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$446M
2
Bank of America
2
Bank of America
North Carolina
$3.59B
3
Morgan Stanley
3
Morgan Stanley
New York
$73.1M
4
FEG
4
Fund Evaluation Group
Ohio
$6.43M
5
Charles Schwab
5
Charles Schwab
California
$152M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
601
Comprehensive Wealth Management
Washington
– – -204,780 Closed
AWM
602
AE Wealth Management
Kansas
– – -47,926 Closed
WI
603
WBI Investments
New Jersey
– – -37,647 Closed
WAM
604
Worth Asset Management
Texas
– – -36,493 Closed
Simplex Trading
605
Simplex Trading
Illinois
– – -19,400 Closed
CLG
606
Cooperman Leon G
– – -13,864 Closed
AIM
607
Alhambra Investment Management
Florida
– – -13,332 Closed
Northern Trust
608
Northern Trust
Illinois
– – -10,669 Closed
LSAG
609
Lake Street Advisors Group
New Hampshire
– – -10,639 Closed
JTWM
610
Jackson Thornton Wealth Management
Alabama
– – -10,128 Closed
JCM
611
Jacobsen Capital Management
Utah
– – -9,713 Closed
VA
612
Vident Advisory
Georgia
– – -9,314 Closed
FTA
613
Financial & Tax Architects
Missouri
– – -9,014 Closed
HFS
614
Howard Financial Services
Texas
– – -8,156 Closed
CWM
615
Curi Wealth Management
North Carolina
– – -7,585 Closed
CP
616
Capital Planning
Washington
– – -7,165 Closed
FFA
617
Florida Financial Advisors
Florida
– – -6,382 Closed
CCP
618
Carmel Capital Partners
California
– – -6,313 Closed
Betterment LLC
619
Betterment LLC
New York
– – -6,149 Closed
Janney Montgomery Scott
620
Janney Montgomery Scott
Pennsylvania
– – -6,073 Closed
PSA
621
Plum Street Advisors
Louisiana
– – -5,926 Closed
GCA
622
Gradient Capital Advisors
California
– – -5,609 Closed
TCM
623
Triumph Capital Management
Colorado
– – -5,538 Closed
RPA
624
Rock Point Advisors
Vermont
– – -5,299 Closed
AP
625
Appleton Partners
Massachusetts
– – -5,200 Closed
23 24
25
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