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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.

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
1
Bank of America
North Carolina
$3.86B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$500M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$173M
4
MCM
4
MAI Capital Management
Ohio
$24.5M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$51.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.51M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$34K
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$1.52B
4
Ameriprise
4
Ameriprise
Minnesota
$513M
5
MIM
5
Morningstar Investment Management
Illinois
$45.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$18.2M +$1.55M +64,314 +9%
CMP
52
Courage Miller Partners
Virginia
$18.1M +$651K +27,061 +4%
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$17.8M +$3.42M +142,001 +24%
WIA
54
World Investment Advisors
California
$16.2M -$518K -21,535 -3%
AF
55
Advisornet Financial
Minnesota
$16.2M +$4.2M +174,625 +35%
GP
56
Greenline Partners
New York
$16M +$77.9K +3,236 +0.5%
Raymond James Financial
57
Raymond James Financial
Florida
$15.4M +$15.4M +640,657 New
FNT
58
First National Trust
Pennsylvania
$15.4M +$703K +29,225 +5%
RCA
59
Resonant Capital Advisors
Wisconsin
$14.2M +$53.4K +2,218 +0.4%
PFA
60
Pure Financial Advisors
California
$14M +$890K +36,983 +7%
GGS
61
Galvin Gaustad & Stein
Arizona
$13.8M +$2.51M +104,484 +22%
NG
62
Novem Group
New York
$13.6M +$13.6M +565,475 New
MAM
63
Marotta Asset Management
Virginia
$13.5M -$332K -13,766 -2%
TC
64
TownSquare Capital
Utah
$13.5M +$1.36M +56,458 +11%
BlackRock
65
BlackRock
New York
$13.1M +$3.99M +165,860 +44%
JAG
66
Journey Advisory Group
Kentucky
$13.1M -$13.1M -271,689 -50%
BA
67
Ballast Advisors
Minnesota
$12.8M +$387K +16,065 +3%
BWM
68
Brown Wealth Management
Illinois
$12.7M +$960K +39,896 +8%
MWC
69
MBM Wealth Consultants
Missouri
$12.6M +$2.78M +114,974 +28%
JWM
70
JPL Wealth Management
Colorado
$12.4M +$12.4M +515,478 New
WWM
71
WT Wealth Management
Arizona
$12M -$12.4M -514,043 -51%
WA
72
Waverly Advisors
Alabama
$11.9M +$810K +33,683 +7%
NFG
73
Northeast Financial Group
Pennsylvania
$11.7M +$650K +27,004 +6%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$11.6M +$264K +10,972 +2%
MSG
75
Main Street Group
Virginia
$11.6M +$739K +30,720 +7%
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