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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 %
IC
651
IEQ Capital
California
– -$352K -14,370 Closed
PSP
652
Pacific Sage Partners
Washington
– -$342K -13,946 Closed
ZIMP
653
Zimmermann Investment Management & Planning
Pennsylvania
– -$307K -12,518 Closed
CRC
654
Curi RMB Capital
Illinois
– -$303K -12,376 Closed
HWM
655
HB Wealth Management
Georgia
– -$299K -12,198 Closed
WFAG
656
Worth Financial Advisory Group
North Carolina
– -$286K -11,678 Closed
V
657
ViaWealth
Kansas
– -$277K -11,306 Closed
CFS
658
CRA Financial Services
New Jersey
– -$273K -11,128 Closed
CA
659
Claro Advisors
Massachusetts
– -$270K -11,044 Closed
DAC
660
Dividend Assets Capital
South Carolina
– -$269K -11,000 Closed
BMCM
661
Burns Matteson Capital Management
New York
– -$269K -10,988 Closed
FFA
662
Florida Financial Advisors
Florida
– -$241K -9,838 Closed
CCM
663
Carlson Capital Management
Minnesota
– -$236K -9,634 Closed
SHWM
664
Smith & Howard Wealth Management
Georgia
– -$223K -9,122 Closed
CA
665
Callahan Advisors
Texas
– -$217K -8,852 Closed
RPA
666
Rock Point Advisors
Vermont
– -$212K -8,638 Closed
LWM
667
Laidlaw Wealth Management
New York
– -$211K -8,618 Closed
BDWCC
668
B&D White Capital Company
Texas
– -$211K -8,598 Closed
PIMG
669
Patriot Investment Management Group
Tennessee
– -$207K -8,446 Closed
CCA
670
Carrera Capital Advisors
Michigan
– -$206K -8,396 Closed
CAMG
671
CWA Asset Management Group
Florida
– -$203K -8,278 Closed
FAIM
672
Financial Advocates Investment Management
Washington
– -$235K -6,972 Closed
CPA
673
Clear Point Advisors
New York
– -$117K -4,774 Closed
FCM
674
Fourpath Capital Management
Oklahoma
– -$73.5K -3,000 Closed
MAM
675
Marquette Asset Management
Minnesota
– -$58.1K -2,372 Closed
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