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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 %
CW
101
CreativeOne Wealth
Kansas
$6.3M 261,316 +4,792 +2%
LTL
102
Lowery Thomas LLC
California
$6.23M 258,516 -21,456 -8%
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$6.21M 257,606 -75,476 -23%
SFA
104
Seneca Financial Advisors
New York
$6.2M 257,042 -126,514 -33%
ATI
105
Act Two Investors
California
$5.92M 245,562 +7,144 +3%
BA
106
Ballast Advisors
Minnesota
$5.84M 242,168 +14,232 +6%
SHWM
107
Smith & Howard Wealth Management
Georgia
$5.83M 242,046 +6,818 +3%
CB
108
Commerce Bank
Missouri
$5.79M 240,092 -109,890 -31%
ABC
109
Associated Banc-Corp
Wisconsin
$5.78M 239,800 +13,962 +6%
AF
110
Allworth Financial
California
$5.67M 235,042 -101,260 -30%
US Bancorp
111
US Bancorp
Minnesota
$5.52M 229,166 -19,240 -8%
RJA
112
Raymond James & Associates
Florida
$5.38M 223,284 +7,600 +4%
MHR
113
Matthew Hamilton Rosenberg
$5.32M 221,828 +12,636 +6%
GHA
114
GW Henssler & Associates
Georgia
$5.22M 216,582 -2,204 -1%
CHJWM
115
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.21M 217,836 +7,178 +3%
SP
116
Successful Portfolios
Florida
$5.14M 213,210 +2,364 +1%
AWS
117
Aspen Wealth Strategies
Colorado
$5.1M 211,676 +6,926 +3%
FAM
118
Frontier Asset Management
Wyoming
$5.09M 211,254 +175,992 +499%
BFG
119
Bleakley Financial Group
New Jersey
$5.04M 209,270 +1,326 +0.6%
SW
120
Simplicity Wealth
New Jersey
$5.04M 209,270 +209,270 New
CA
121
Cetera Advisors
Colorado
$5.01M 208,016 +18,378 +10%
MPM
122
Meritage Portfolio Management
Kansas
$4.92M 203,904 -11,010 -5%
KC
123
Kades & Cheifetz
Pennsylvania
$4.83M 200,198 +3,246 +2%
FWM
124
Forza Wealth Management
Florida
$4.77M 197,886 – –
ISWM
125
Independent Solutions Wealth Management
New York
$4.63M 191,870 +20,920 +12%
3 4
5
6 7