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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

581 hedge funds and large institutions have $8.03B invested in Schwab Short-Term US Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 238 increasing their positions, 221 reducing their positions, and 62 closing their positions.

Holders
581
Holders Change
-16
Holders Change %
-2.68%
% of All Funds
8.45%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.61%
New
55
Increased
238
Reduced
221
Closed
62
Calls
$2.02M
Puts
$1.63M
Net Calls
+$389K
Net Calls Change
+$698K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.63B
2
LPL Financial
2
LPL Financial
California
$80.8M
3
AssetMark Inc
3
AssetMark Inc
California
$26M
4
SWA
4
Stratos Wealth Advisors
Ohio
$24.9M
5
WIA
5
World Investment Advisors
California
$16.5M

Top Sellers

1
GP
1
Greenline Partners
New York
$15.4M
2
Ameriprise
2
Ameriprise
Minnesota
$508M
3
EWM
3
Evermay Wealth Management
Virginia
$1.55M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.3M
Name Market Value Shares Shares
Change 		Shares
Change %
WIA
51
World Investment Advisors
California
$16.5M 685,400 +685,400 New
UBS Group
52
UBS Group
Switzerland
$15.9M 659,742 +9,498 +1%
CST
53
Charles Schwab Trust
Nevada
$15.8M 657,328 +59,786 +10%
MML Investors Services
54
MML Investors Services
Massachusetts
$15.6M 647,130 -10,256 -2%
GP
55
Greenline Partners
New York
$15.4M 644,012 -1,798,986 -74%
ACA
56
American Capital Advisory
Idaho
$14.1M 581,958 +179,530 +45%
FNT
57
First National Trust
Pennsylvania
$13.8M 574,698 -89,024 -13%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$13.8M 572,230 -19,794 -3%
MAM
59
Marotta Asset Management
Virginia
$13.7M 572,538 -31,114 -5%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$13.7M 567,800 +555,412 +4,483%
JAG
61
Journey Advisory Group
Kentucky
$13.1M 543,448 +78,590 +17%
FFA
62
Farther Finance Advisors
California
$13M 543,466 +21,646 +4%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$13M 539,258 +20,476 +4%
PFA
64
Pure Financial Advisors
California
$12.9M 534,050 +14,848 +3%
RCA
65
Resonant Capital Advisors
Wisconsin
$12.4M 514,168 +48,782 +10%
VCM
66
Vivaldi Capital Management
Illinois
$12.2M 508,252 -21,122 -4%
BA
67
Ballast Advisors
Minnesota
$12.1M 503,064 +260,896 +108%
ACM
68
AlphaStar Capital Management
North Carolina
$12M 500,636 -12,724 -2%
Creative Planning
69
Creative Planning
Kansas
$12M 497,686 -25,630 -5%
AF
70
Advisornet Financial
Minnesota
$11.7M 484,430 +230 +0%
VFG
71
Valley Financial Group
Pennsylvania
$11.5M 476,410 +20,334 +4%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$11.3M 469,120 -897,338 -66%
TC
73
TownSquare Capital
Utah
$11.1M 462,332 +28,976 +7%
Osaic Holdings
74
Osaic Holdings
Arizona
$11M 457,914 -147,456 -24%
WA
75
Waverly Advisors
Alabama
$10.8M 448,210 -18,902 -4%
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3
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