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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.

Holders
597
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
8.66%
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
1
Ameriprise
Minnesota
$564M
2
SEI Investments
2
SEI Investments
Pennsylvania
$359M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$24.4M
4
WF
4
Williams Financial
Vermont
$18.4M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$41.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$446M
2
Bank of America
2
Bank of America
North Carolina
$3.59B
3
Morgan Stanley
3
Morgan Stanley
New York
$73.1M
4
FEG
4
Fund Evaluation Group
Ohio
$6.43M
5
Charles Schwab
5
Charles Schwab
California
$152M
Name Market Value Shares Shares
Change 		Shares
Change %
FNT
51
First National Trust
Pennsylvania
$16M 331,861 +37,909 +13%
MML Investors Services
52
MML Investors Services
Massachusetts
$15.8M 328,693 +26,182 +9%
UBS Group
53
UBS Group
Switzerland
$15.7M 325,122 -166,425 -34%
JFGLC
54
Johnson Financial Group LLC (Colorado)
Colorado
$15.5M 322,388 -1,767 -0.5%
Osaic Holdings
55
Osaic Holdings
Arizona
$14.6M 302,685 -36,030 -11%
MAM
56
Marotta Asset Management
Virginia
$14.6M 301,826 +10,784 +4%
CST
57
Charles Schwab Trust
Nevada
$14.4M 298,771 +26,705 +10%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$14.3M 296,012 +6,109 +2%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$13.9M 288,177 -76,437 -21%
MFG
60
Merit Financial Group
Georgia
$13.8M 287,227 +230,963 +410%
NYLIM
61
New York Life Investment Management
New York
$13.6M 281,878 +281,878 New
VCM
62
Vivaldi Capital Management
Illinois
$12.7M 264,687 +3,072 +1%
Creative Planning
63
Creative Planning
Kansas
$12.6M 261,658 -14,831 -5%
PFA
64
Pure Financial Advisors
California
$12.5M 259,601 +3,056 +1%
FFA
65
Farther Finance Advisors
California
$12.5M 260,910 +141,709 +119%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$12.5M 259,391 +81,323 +46%
ACM
67
AlphaStar Capital Management
North Carolina
$12.4M 256,680 +2,068 +0.8%
BFG
68
Bouchey Financial Group
New York
$12.3M 255,596 -98,052 -28%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$12.1M 250,851 -96,037 -28%
AF
70
Advisornet Financial
Minnesota
$11.7M 242,100 +35,240 +17%
TWM
71
Tradition Wealth Management
Minnesota
$11.4M 235,463 +15,010 +7%
WA
72
Waverly Advisors
Alabama
$11.3M 233,556 +139,903 +149%
RCA
73
Resonant Capital Advisors
Wisconsin
$11.2M 232,693 +47,318 +26%
JAG
74
Journey Advisory Group
Kentucky
$11.2M 232,429 +26,574 +13%
VFG
75
Valley Financial Group
Pennsylvania
$11M 228,038 +29,470 +15%
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