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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 %
FLP
626
Financial Life Planners
Arizona
$693 +$693 +29 New
CIBC Private Wealth Group
627
CIBC Private Wealth Group
Georgia
$120 +$120 +5 New
PWM
628
Parkworth Wealth Management
California
$75 +$75 +3 New
HC
629
Hurley Capital
New York
$56 +$56 +2 New
BB
630
Busey Bank
Illinois
– -$25.2M -1,027,742 Closed
ACM
631
AlphaStar Capital Management
North Carolina
– -$12.6M -514,956 Closed
DAS
632
Dynamic Advisor Solutions
Arizona
– -$7.49M -305,806 Closed
FTUS
633
Flow Traders U.S.
New York
– -$4.14M -169,202 Closed
CWM
634
Cedar Wealth Management
California
– -$2.17M -88,484 Closed
Prudential Financial
635
Prudential Financial
New Jersey
– -$1.84M -75,190 Closed
MIS
636
Morningstar Investment Services
Illinois
– -$1.71M -69,606 Closed
PCM
637
Prelude Capital Management
New York
– -$1.05M -42,820 Closed
DP
638
Denver PWM
Colorado
– -$949K -38,752 Closed
PPWM
639
Perissos Private Wealth Management
Oklahoma
– -$917K -37,438 Closed
ARC
640
Advisor Resource Council
Texas
– -$759K -30,980 Closed
CGL
641
Clarius Group LLC
Washington
– -$735K -30,098 Closed
CI
642
CacheTech Inc
Utah
– -$657K -26,818 Closed
AWM
643
Adams Wealth Management
Utah
– -$657K -26,818 Closed
RFG
644
RFP Financial Group
Georgia
– -$641K -26,174 Closed
TI
645
TrueMark Investments
Illinois
– -$613K -25,018 Closed
MAG
646
Members Advisory Group
New York
– -$529K -21,600 Closed
GVAG
647
Great Valley Advisor Group
Delaware
– -$522K -21,300 Closed
FWM
648
Focused Wealth Management
New York
– -$507K -20,704 Closed
CAM
649
Cresset Asset Management
Illinois
– -$493K -20,142 Closed
AIA
650
Angeles Investment Advisors
California
– -$459K -18,740 Closed
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