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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, 484 increasing their positions, 28 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
484
Reduced
28
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 Market Value Shares Shares
Change 		Shares
Change %
DWM
76
Diversify Wealth Management
Utah
$11.5M 478,389 -625,601 -57%
MFG
77
Merit Financial Group
Georgia
$11.3M 469,058 +83,896 +22%
BDF
78
Black Diamond Financial
Maryland
$11.1M 460,370 +411,834 +849%
MWP
79
Meridian Wealth Partners
Pennsylvania
$10.8M 449,114 +19,992 +5%
Creative Planning
80
Creative Planning
Kansas
$10.8M 447,977 -41,005 -8%
VCM
81
Vivaldi Capital Management
Illinois
$10.5M 435,041 -13,799 -3%
Mariner
82
Mariner
Kansas
$10.5M 436,568 +31,696 +8%
FFA
83
Farther Finance Advisors
California
$10M 416,783 -88,479 -18%
WCA
84
Westover Capital Advisors
Delaware
$9.87M 410,052 -307,268 -43%
AWE
85
Avidian Wealth Enterprises
Texas
$9.57M 397,685 +20,995 +6%
PAYA
86
Phil A. Younker & Associates
Alaska
$9.42M 391,599 +391,599 New
HI
87
Harbour Investments
Wisconsin
$9.19M 381,920 -19,436 -5%
RC
88
Roundview Capital
New Jersey
$9.03M 375,327 -1,535 -0.4%
MA
89
Mutual Advisors
Nebraska
$9.03M 373,129 -284,497 -43%
PC
90
Prairiewood Capital
North Dakota
$8.91M 370,198 +55,044 +17%
PWA
91
Peterson Wealth Advisors
Utah
$8.86M 367,063 +25,403 +7%
AA
92
Alesco Advisors
New York
$8.81M 366,144 -3,044 -0.8%
EK
93
Evensky & Katz
Florida
$8.55M 355,272 -20,494 -5%
SIM
94
Sims Investment Management
Ohio
$8.49M 352,877 +352,877 New
ZRP
95
Zynergy Retirement Planning
New Jersey
$8.38M 170,994 -170,994 -50%
DWM
96
Dakota Wealth Management
Florida
$8.13M 337,790 -29,342 -8%
MOS
97
MGO One Seven
Ohio
$8.06M 334,916 +32,682 +11%
PPH
98
Pure Portfolios Holdings
Oregon
$7.89M 327,999 +19,975 +6%
GSF
99
Grove Street Fiduciary
New Hampshire
$7.73M 321,182 +321,182 New
SC
100
Savant Capital
Illinois
$7.73M 321,127 -22,617 -7%
2 3
4
5 6