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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

583 hedge funds and large institutions have $8.8B invested in Schwab Short-Term US Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 244 increasing their positions, 213 reducing their positions, and 47 closing their positions.

Holders
583
Holders Change
+2
Holders Change %
+0.34%
% of All Funds
8.43%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.62%
New
57
Increased
244
Reduced
213
Closed
47
Calls
$3.64M
Puts
$1.51M
Net Calls
+$2.13M
Net Calls Change
+$1.74M

Top Buyers

1
Jane Street
1
Jane Street
New York
$424M
2
Bank of America
2
Bank of America
North Carolina
$3.83B
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$128M
4
Ameriprise
4
Ameriprise
Minnesota
$601M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$119M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
CCA
2
Clearwater Capital Advisors
Illinois
$57M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$135M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$427M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$4.28M
Name Market Value Shares Shares
Change 		Shares
Change %
CMP
51
Courage Miller Partners
Virginia
$17.8M 726,558 +34,272 +5%
WCA
52
Westover Capital Advisors
Delaware
$17.6M 717,320 +717,320 New
WIA
53
World Investment Advisors
California
$17M 693,990 +8,590 +1%
UBS Group
54
UBS Group
Switzerland
$17M 693,160 +33,418 +5%
GP
55
Greenline Partners
New York
$16.2M 661,240 +17,228 +3%
FNT
56
First National Trust
Pennsylvania
$15M 611,130 +36,432 +6%
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$14.6M 596,660 +28,860 +5%
RCA
58
Resonant Capital Advisors
Wisconsin
$14.4M 589,636 +75,468 +15%
Nisa Investment Advisors
59
Nisa Investment Advisors
Missouri
$14.2M 580,000 +580,000 New
MAM
60
Marotta Asset Management
Virginia
$14.1M 574,576 +2,038 +0.4%
DWM
61
Diversify Wealth Management
Utah
$13.4M 1,103,990 +1,060,020 +2,411%
PFA
62
Pure Financial Advisors
California
$13.4M 546,114 +12,064 +2%
JAG
63
Journey Advisory Group
Kentucky
$13.1M 543,378 -70 -0%
BA
64
Ballast Advisors
Minnesota
$12.6M 515,044 +11,980 +2%
ACM
65
AlphaStar Capital Management
North Carolina
$12.6M 514,956 +14,320 +3%
TC
66
TownSquare Capital
Utah
$12.4M 505,318 +42,986 +9%
FFA
67
Farther Finance Advisors
California
$12.4M 505,262 -38,204 -7%
WWM
68
WT Wealth Management
Arizona
$12.3M 1,013,444 +769,970 +316%
AF
69
Advisornet Financial
Minnesota
$12.2M 496,956 +12,526 +3%
BWM
70
Brown Wealth Management
Illinois
$12M 489,536 +42,482 +10%
Creative Planning
71
Creative Planning
Kansas
$12M 488,982 -8,704 -2%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$11.5M 471,534 +2,414 +0.5%
GGS
73
Galvin Gaustad & Stein
Arizona
$11.5M 470,338 +72,966 +18%
WA
74
Waverly Advisors
Alabama
$11.3M 460,142 +11,932 +3%
NFG
75
Northeast Financial Group
Pennsylvania
$11.2M 457,646 -285,960 -38%
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