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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 %
MSG
76
Main Street Group
Virginia
$11M 451,140 +51,632 +13%
VCM
77
Vivaldi Capital Management
Illinois
$11M 448,840 -59,412 -12%
MWP
78
Meridian Wealth Partners
Pennsylvania
$10.5M 429,122 +45,838 +12%
Osaic Holdings
79
Osaic Holdings
Arizona
$9.96M 406,750 -51,164 -11%
MWC
80
MBM Wealth Consultants
Missouri
$9.94M 405,838 +102,816 +34%
Mariner
81
Mariner
Kansas
$9.92M 404,872 +11,886 +3%
HI
82
Harbour Investments
Wisconsin
$9.83M 401,356 -16,356 -4%
BFG
83
Bouchey Financial Group
New York
$9.55M 390,150 -48,506 -11%
MFG
84
Merit Financial Group
Georgia
$9.43M 385,162 +39,560 +11%
BlackRock
85
BlackRock
New York
$9.32M 380,598 +380,352 +154,615%
RC
86
Roundview Capital
New Jersey
$9.23M 376,862 -6,102 -2%
AWE
87
Avidian Wealth Enterprises
Texas
$9.23M 376,690 +5,646 +2%
EK
88
Evensky & Katz
Florida
$9.2M 375,766 -27,408 -7%
RJFSA
89
Raymond James Financial Services Advisors
Florida
$9.11M 372,048 -393,842 -51%
AA
90
Alesco Advisors
New York
$9.04M 369,188 +29,522 +9%
DWM
91
Dakota Wealth Management
Florida
$8.99M 367,132 -32,894 -8%
DIA
92
Dean Investment Associates
Ohio
$8.72M 355,980 +7,288 +2%
SC
93
Savant Capital
Illinois
$8.42M 343,744 -31,486 -8%
ZRP
94
Zynergy Retirement Planning
New Jersey
$8.38M 341,988 +42,256 +14%
PWA
95
Peterson Wealth Advisors
Utah
$8.37M 341,660 +25,874 +8%
BRWA
96
B. Riley Wealth Advisors
Florida
$8.2M 334,830 -5,844 -2%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$8.08M 329,994 -79,268 -19%
MA
98
Mutual Advisors
Nebraska
$7.98M 657,626 +345,156 +110%
APG
99
Abacus Planning Group
South Carolina
$7.85M 320,402 +5,472 +2%
PC
100
Prairiewood Capital
North Dakota
$7.72M 315,154 +24,032 +8%
2 3
4
5 6