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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

596 hedge funds and large institutions have $9.57B invested in Schwab Short-Term US Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 213 increasing their positions, 236 reducing their positions, and 57 closing their positions.

Holders
596
Holders Change
+23
Holders Change %
+4.01%
% of All Funds
8.74%
Holding in Top 10
43
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.51%
% of All Funds
0.63%
New
82
Increased
213
Reduced
236
Closed
57
Calls
$1.11M
Puts
$373K
Net Calls
+$732K
Net Calls Change
+$325K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$132M
2
CCA
2
Clearwater Capital Advisors
Illinois
$78.2M
3
BB
3
Busey Bank
Illinois
$30.9M
4
JFGLC
4
Johnson Financial Group LLC (Colorado)
Colorado
$15.7M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$24M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.88B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.75B
3
Ameriprise
3
Ameriprise
Minnesota
$473M
4
PSP
4
Pacific Sage Partners
Washington
$1.06M
5
MWM
5
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MI
626
Moneywise Inc
Virginia
– -$228K -9,522 Closed
CA
627
Calton & Associates
Florida
– -$224K -9,338 Closed
LFS
628
Lutz Financial Services
Nebraska
– -$223K -9,320 Closed
AWM
629
Accurate Wealth Management
Florida
– -$222K -9,306 Closed
GWP
630
Gateway Wealth Partners
Wisconsin
– -$223K -9,306 Closed
CWM
631
Cabot Wealth Management
Massachusetts
– -$217K -9,080 Closed
SG
632
StoneX Group
New York
– -$213K -8,882 Closed
AL
633
ACAS LLC
California
– -$207K -8,634 Closed
SFM
634
Signet Financial Management
New Jersey
– -$200K -8,360 Closed
WBC
635
West Branch Capital
Massachusetts
– -$176K -7,356 Closed
ADL
636
Asset Dedication LLC
California
– -$91K -3,826 Closed
IAS
637
IMA Advisory Services
Colorado
– -$68.5K -2,860 Closed
SCA
638
Stonebridge Capital Advisors
Minnesota
– -$38.4K -1,602 Closed
LWANC
639
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$38K -1,588 Closed
Toronto Dominion Bank
640
Toronto Dominion Bank
Ontario, Canada
– -$37.6K -1,572 Closed
SWA
641
SOA Wealth Advisors
New York
– -$29.4K -1,226 Closed
CSPIA
642
Cary Street Partners Investment Advisory
Virginia
– -$25.3K -1,058 Closed
IRC
643
Investors Research Corp
Georgia
– -$22.3K -930 Closed
CA
644
Cambridge Associates
Massachusetts
– -$19.4K -812 Closed
NIC
645
Northwest Investment Counselors
Oregon
– -$14.6K -610 Closed
BFO
646
Biltmore Family Office
North Carolina
– -$13.9K -580 Closed
TCA
647
Trifecta Capital Advisors
Illinois
– -$11.5K -480 Closed
PCTC
648
Perkins Coie Trust Company
Washington
– -$10.4K -436 Closed
Fifth Third Bancorp
649
Fifth Third Bancorp
Ohio
– -$9.67K -404 Closed
HT
650
Headlands Technologies
Illinois
– -$7.62K -318 Closed
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