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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.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
8.65%
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
Ameriprise
Minnesota
$564M
2
SEI Investments
SEI Investments
Pennsylvania
$359M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$24.4M
4
WF
Williams Financial
Vermont
$18.4M
5
Renaissance Technologies
Renaissance Technologies
New York
$41.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$446M
2
Bank of America
Bank of America
North Carolina
$3.59B
3
Morgan Stanley
Morgan Stanley
New York
$73.1M
4
FEG
Fund Evaluation Group
Ohio
$6.43M
5
Charles Schwab
Charles Schwab
California
$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPAS
626
Focus Partners Advisor Solutions
Missouri
– -$222K -9,152 Closed
FAIM
627
Financial Advocates Investment Management
Washington
– -$215K -8,872 Closed
FIA
628
Foundations Investment Advisors
Arizona
– -$215K -8,848 Closed
ACA
629
Atlas Capital Advisors
Wyoming
– -$205K -8,482 Closed
PVI
630
Pine Valley Investments
New Jersey
– -$201K -8,302 Closed
ASN
631
Advisory Services Network
Georgia
– -$152K -6,274 Closed
FA
632
Faithward Advisors
Pennsylvania
– -$113K -4,668 Closed
AC
633
AlphaCore Capital
California
– -$104K -4,286 Closed
WP
634
WealthShield Partners
North Carolina
– -$97.7K -4,034 Closed
CW
635
Cooksen Wealth
Texas
– -$86.8K -3,582 Closed
OFG
636
Oxford Financial Group
Indiana
– -$85.8K -3,540 Closed
FFO
637
Fortitude Family Office
Arizona
– -$71.1K -2,936 Closed
MFA
638
McClarren Financial Advisors
Pennsylvania
– -$63K -2,614 Closed
MFA
639
Morling Financial Advisors
California
– -$48.6K -2,008 Closed
HR
640
Howe & Rusling
New York
– -$42.2K -1,742 Closed
Bessemer Group
641
Bessemer Group
New Jersey
– -$28K -1,164 Closed
Deutsche Bank
642
Deutsche Bank
Germany
– -$22.2K -916 Closed
RFA
643
Register Financial Advisors
Georgia
– -$21.7K -894 Closed
AWM
644
Able Wealth Management
New Jersey
– -$19.3K -798 Closed
IPW
645
Impact Partnership Wealth
Georgia
– -$9.5K -392 Closed
TVAMP
646
Tennessee Valley Asset Management Partners
Tennessee
– -$9.35K -386 Closed
CTA
647
Colonial Trust Advisors
South Carolina
– -$9.11K -376 Closed
MRCM
648
M&R Capital Management
New Jersey
– -$8.67K -358 Closed
PCM
649
Penserra Capital Management
California
– -$7K -306 Closed
KA
650
Kozak & Associates
Colorado
– -$4.24K -174 Closed
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