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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 Market Value Shares Shares
Change 		Shares
Change %
MWP
51
Meridian Wealth Partners
Pennsylvania
$16.7M 689,334 -36 -0%
CMP
52
Courage Miller Partners
Virginia
$16.7M 687,874 -32,990 -5%
AWM
53
Avior Wealth Management
Nebraska
$16.6M 686,246 +43,210 +7%
Osaic Holdings
54
Osaic Holdings
Arizona
$16.4M 677,430 -9,774 -1%
LA
55
LVW Advisors
New York
$15.9M 657,242 +26,814 +4%
JFGLC
56
Johnson Financial Group LLC (Colorado)
Colorado
$15.7M 648,310 +631,504 +3,758%
MML Investors Services
57
MML Investors Services
Massachusetts
$14.7M 605,022 +478,892 +380%
NFG
58
Northeast Financial Group
Pennsylvania
$14.6M 601,070 -128,756 -18%
FNT
59
First National Trust
Pennsylvania
$14.2M 587,904 +33,554 +6%
MAM
60
Marotta Asset Management
Virginia
$14.1M 582,084 -53,648 -8%
ACA
61
American Capital Advisory
Idaho
$14.1M 581,958 +581,958 New
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$14M 579,806 +10,494 +2%
Creative Planning
63
Creative Planning
Kansas
$13.4M 552,978 -26,726 -5%
CST
64
Charles Schwab Trust
Nevada
$13.2M 544,132 +63,424 +13%
VCM
65
Vivaldi Capital Management
Illinois
$12.6M 523,230 -33,814 -6%
EK
66
Evensky & Katz
Florida
$12.5M 515,278 -322,908 -39%
PFA
67
Pure Financial Advisors
California
$12.4M 513,090 -1,896 -0.4%
ACM
68
AlphaStar Capital Management
North Carolina
$12.3M 509,224 +37,848 +8%
Goldman Sachs
69
Goldman Sachs
New York
$11.7M 484,908 -1,393,198 -74%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$11.5M 476,078 -183,884 -28%
Mirae Asset Global Investments
71
Mirae Asset Global Investments
South Korea
$11M 452,160 -145,434 -24%
WIA
72
World Investment Advisors
California
$10.9M 451,326 -39,764 -8%
TWM
73
Tradition Wealth Management
Minnesota
$10.7M 440,906 +395,382 +869%
RC
74
Roundview Capital
New Jersey
$10.1M 418,828 -250,502 -37%
DAS
75
Dynamic Advisor Solutions
Arizona
$10.1M 418,906 -5,744 -1%
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