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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 %
EK
76
Evensky & Katz
Florida
$10.6M 220,373 -37,266 -14%
TC
77
TownSquare Capital
Utah
$10.4M 216,678 +91,770 +73%
BWM
78
Brown Wealth Management
Illinois
$9.92M 205,694 +82,110 +66%
ACA
79
American Capital Advisory
Idaho
$9.82M 201,214 -89,765 -31%
DWM
80
Dakota Wealth Management
Florida
$9.81M 203,561 +54,791 +37%
RC
81
Roundview Capital
New Jersey
$9.45M 196,027 -13,387 -6%
MSG
82
Main Street Group
Virginia
$9.28M 193,428 +11,453 +6%
GGS
83
Galvin Gaustad & Stein
Arizona
$9.24M 191,587 +20,370 +12%
Mariner
84
Mariner
Kansas
$9.04M 187,581 -4,818 -3%
MWP
85
Meridian Wealth Partners
Pennsylvania
$8.9M 184,634 -160,033 -46%
AWE
86
Avidian Wealth Enterprises
Texas
$8.83M 183,130 -214,682 -54%
HI
87
Harbour Investments
Wisconsin
$8.79M 182,298 +8,155 +5%
DIA
88
Dean Investment Associates
Ohio
$8.58M 177,948 +8,078 +5%
AA
89
Alesco Advisors
New York
$8.56M 177,460 -1,424 -0.8%
RWA
90
Redhawk Wealth Advisors
Minnesota
$8.35M 173,192 +173,192 New
BRWA
91
B. Riley Wealth Advisors
Florida
$7.82M 163,294 -168 -0.1%
MWC
92
MBM Wealth Consultants
Missouri
$7.67M 159,010 +6,349 +4%
APG
93
Abacus Planning Group
South Carolina
$7.64M 158,429 -3,379 -2%
PWA
94
Peterson Wealth Advisors
Utah
$7.53M 156,167 +17,194 +12%
DAS
95
Dynamic Advisor Solutions
Arizona
$7.49M 155,457 -53,996 -26%
SAS
96
SMI Advisory Services
Indiana
$7.46M 155,482 -8,351 -5%
FFN
97
Focus Financial Network
Minnesota
$6.84M 142,957 -9,337 -6%
MA
98
Mutual Advisors
Nebraska
$6.59M 136,593 +13,976 +11%
PC
99
Prairiewood Capital
North Dakota
$6.48M 134,488 +4,855 +4%
FEG
100
Fund Evaluation Group
Ohio
$6.43M 133,332 -596,523 -82%
2 3
4
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