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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

596 hedge funds and large institutions have $9.57B invested in Schwab Short-Term US Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 213 increasing their positions, 236 reducing their positions, and 57 closing their positions.

Holders
596
Holders Change
+23
Holders Change %
+4.01%
% of All Funds
8.74%
Holding in Top 10
43
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.51%
% of All Funds
0.63%
New
82
Increased
213
Reduced
236
Closed
57
Calls
$1.11M
Puts
$373K
Net Calls
+$732K
Net Calls Change
+$325K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$132M
2
CCA
2
Clearwater Capital Advisors
Illinois
$78.2M
3
BB
3
Busey Bank
Illinois
$30.9M
4
JFGLC
4
Johnson Financial Group LLC (Colorado)
Colorado
$15.7M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$24M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.88B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.75B
3
Ameriprise
3
Ameriprise
Minnesota
$473M
4
PSP
4
Pacific Sage Partners
Washington
$1.06M
5
MWM
5
Merriman Wealth Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LTL
101
Lowery Thomas LLC
California
$6.78M 279,972 -48,810 -15%
PWA
102
Peterson Wealth Advisors
Utah
$6.73M 277,946 -682 -0.2%
PC
103
Prairiewood Capital
North Dakota
$6.28M 259,266 +31,048 +14%
CW
104
CreativeOne Wealth
Kansas
$6.21M 256,524 -9,170 -3%
Baird Financial Group
105
Baird Financial Group
Wisconsin
$6.1M 251,670 -142,780 -36%
TC
106
TownSquare Capital
Utah
$6.05M 249,816 +77,124 +45%
US Bancorp
107
US Bancorp
Minnesota
$6.02M 248,406 +64,784 +35%
BWM
108
Brown Wealth Management
Illinois
$5.99M 247,168 +74,400 +43%
MA
109
Mutual Advisors
Nebraska
$5.94M 245,234 +33,528 +16%
ATI
110
Act Two Investors
California
$5.78M 238,418 +40,492 +20%
FFA
111
Farther Finance Advisors
California
$5.78M 238,402 +132,246 +125%
SFG
112
StrategIQ Financial Group
Indiana
$5.76M 237,806 +69,800 +42%
CWA
113
Cornerstone Wealth Advisors
Minnesota
$5.75M 237,466 -91,634 -28%
SHWM
114
Smith & Howard Wealth Management
Georgia
$5.7M 235,228 +17,628 +8%
BA
115
Ballast Advisors
Minnesota
$5.52M 227,936 -21,724 -9%
ABC
116
Associated Banc-Corp
Wisconsin
$5.47M 225,838 +45,198 +25%
GHA
117
GW Henssler & Associates
Georgia
$5.3M 218,786 -3,112 -1%
DFC
118
DBK Financial Counsel
Ohio
$5.25M 216,590 +174 +0.1%
RJA
119
Raymond James & Associates
Florida
$5.22M 215,684 -33,650 -13%
MPM
120
Meritage Portfolio Management
Kansas
$5.21M 214,914 -12,494 -5%
SP
121
Successful Portfolios
Florida
$5.11M 210,846 -39,474 -16%
CHJWM
122
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.1M 210,658 -19,146 -8%
MHR
123
Matthew Hamilton Rosenberg
$5.07M 209,192 +9,932 +5%
BFG
124
Bleakley Financial Group
New Jersey
$5.04M 207,944 +93,378 +82%
SS
125
Simplicity Solutions
Minnesota
$5.04M 207,944 +93,378 +82%
3 4
5
6 7