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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

628 hedge funds and large institutions have $9.92B invested in Schwab Short-Term US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 241 increasing their positions, 224 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+45
Holders Change %
+7.72%
% of All Funds
8.36%
Holding in Top 10
47
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.3%
% of All Funds
0.63%
New
111
Increased
241
Reduced
224
Closed
58
Calls
$1.36M
Puts
$1.07M
Net Calls
+$286K
Net Calls Change
-$1.85M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.86B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$500M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$173M
4
MCM
MAI Capital Management
Ohio
$24.5M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$51.5M

Top Sellers

1
Jane Street
Jane Street
New York
$1.51M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$34K
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.52B
4
Ameriprise
Ameriprise
Minnesota
$513M
5
MIM
Morningstar Investment Management
Illinois
$45.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
601
Westside Investment Management
California
$7.27K – – –
CWM
602
Crowley Wealth Management
Delaware
$7.22K +$7.22K +300 New
OC
603
Oarsman Capital
Wisconsin
$6.79K +$6.79K +282 New
PWA
604
Physician Wealth Advisors
Utah
$6.45K +$6.45K +268 New
WB
605
Webster Bank
Connecticut
$5.34K – – –
GWM
606
Guardian Wealth Management
Illinois
$5.33K -$432 -18 -8%
BC
607
Barrett & Company
Rhode Island
$5.2K +$5.2K +216 New
SNB
608
Security National Bank
Nebraska
$5.2K +$5.2K +216 New
BCMLT
609
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.97K -$24 -1 -0.5%
BBHC
610
Brown Brothers Harriman & Co
New York
$4.48K – – –
FGC
611
Financial Gravity Companies
Texas
$4.43K – – –
ADL
612
Asset Dedication LLC
California
$4.02K +$24 +1 +0.6%
QCMNJ
613
Quantum Capital Management (New Jersey)
New Jersey
$3.75K – – –
TRCT
614
Tower Research Capital (TRC)
New York
$3.54K +$3.54K +147 New
VHAM
615
Van Hulzen Asset Management
California
$3.2K +$3.2K +133 New
CSWM
616
Cassady Schiller Wealth Management
Ohio
$3.13K – – –
CWP
617
Concord Wealth Partners
Virginia
$2.89K – – –
QCG
618
Quadrant Capital Group
Ohio
$1.93K – – –
GPFA
619
Game Plan Financial Advisors
Ohio
$1.68K – – –
CMA
620
Cedar Mountain Advisors
Oregon
$1.66K -$2.58M -107,427 -100%
MWA
621
Moser Wealth Advisors
Washington
$1.57K +$24 +1 +2%
KFI
622
Key Financial Inc
Pennsylvania
$1.54K – – –
PWA
623
Principia Wealth Advisory
Texas
$1.2K +$1.2K +50 New
TFA
624
Transamerica Financial Advisors
Florida
$1K -$43 -1 -4%
NRWA
625
North Ridge Wealth Advisors
Oregon
$722 +$722 +30 New
23 24
25
26 27