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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 %
BWM
601
BCS Wealth Management
Tennessee
– -$520K -21,584 Closed
NL
602
NWAM LLC
Washington
– -$493K -20,434 Closed
CCM
603
Crabel Capital Management
California
– -$487K -20,208 Closed
ARC
604
Advisor Resource Council
Texas
– -$479K -19,760 Closed
JFG
605
JMG Financial Group
Illinois
– -$421K -17,468 Closed
Empower Advisory Group
606
Empower Advisory Group
Colorado
– -$397K -16,456 Closed
GG
607
Gleason Group
Kentucky
– -$386K -16,024 Closed
SWP
608
Significant Wealth Partners
Illinois
– -$385K -15,954 Closed
EWP
609
Elevation Wealth Partners
California
– -$351K -14,564 Closed
AG
610
Advocate Group
Minnesota
– -$294K -12,182 Closed
BFG
611
Berger Financial Group
Minnesota
– -$284K -11,768 Closed
VPIM
612
Vanguard Personalized Indexing Management
California
– -$270K -11,208 Closed
ECM
613
Evergreen Capital Management
Washington
– -$266K -11,042 Closed
FFBTD
614
First Financial Bank - Trust Division
Ohio
– -$262K -10,876 Closed
ES
615
Eagle Strategies
New York
– -$257K -10,642 Closed
BAM
616
Bayshore Asset Management
Florida
– -$247K -10,234 Closed
SAG
617
SageView Advisory Group
California
– -$250K -9,608 Closed
SW
618
SVB Wealth
Massachusetts
– -$224K -9,300 Closed
IAA
619
Independent Advisor Alliance
North Carolina
– -$223K -9,258 Closed
OFS
620
OneAscent Financial Services
Alabama
– -$219K -9,102 Closed
CIBC Private Wealth Group
621
CIBC Private Wealth Group
Georgia
– -$211K -8,800 Closed
CCFM
622
Clear Creek Financial Management
Washington
– -$205K -8,502 Closed
APCM
623
Alaska Permanent Capital Management
Alaska
– -$190K -7,900 Closed
EWA
624
EP Wealth Advisors
California
– -$123K -5,096 Closed
CPA
625
Clear Point Advisors
New York
– -$118K -4,894 Closed
22 23 24
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