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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

581 hedge funds and large institutions have $8.03B invested in Schwab Short-Term US Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 238 increasing their positions, 221 reducing their positions, and 62 closing their positions.

Holders
581
Holders Change
-16
Holders Change %
-2.68%
% of All Funds
8.45%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.61%
New
55
Increased
238
Reduced
221
Closed
62
Calls
$2.02M
Puts
$1.63M
Net Calls
+$389K
Net Calls Change
+$698K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.63B
2
LPL Financial
2
LPL Financial
California
$80.8M
3
AssetMark Inc
3
AssetMark Inc
California
$26M
4
SWA
4
Stratos Wealth Advisors
Ohio
$24.9M
5
WIA
5
World Investment Advisors
California
$16.5M

Top Sellers

1
GP
1
Greenline Partners
New York
$15.4M
2
Ameriprise
2
Ameriprise
Minnesota
$508M
3
EWM
3
Evermay Wealth Management
Virginia
$1.55M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.3M
Name Market Value Shares Shares
Change 		Shares
Change %
PC
101
Prairiewood Capital
North Dakota
$7.01M 291,122 +22,146 +8%
FFN
102
Focus Financial Network
Minnesota
$6.92M 286,372 +458 +0.2%
FEG
103
Fund Evaluation Group
Ohio
$6.42M 266,664 – –
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$6.31M 262,368 +4,762 +2%
ABC
105
Associated Banc-Corp
Wisconsin
$6.01M 249,552 +9,752 +4%
LTL
106
Lowery Thomas LLC
California
$5.9M 245,372 -13,144 -5%
WWM
107
WT Wealth Management
Arizona
$5.86M 243,474 +101,738 +72%
MHR
108
Matthew Hamilton Rosenberg
$5.73M 239,202 +17,374 +8%
CW
109
CreativeOne Wealth
Kansas
$5.67M 235,502 -25,814 -10%
RJA
110
Raymond James & Associates
Florida
$5.41M 224,824 +1,540 +0.7%
JWM
111
JPL Wealth Management
Colorado
$5.37M 223,226 +136,006 +156%
CHJWM
112
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.21M 215,050 -2,786 -1%
AWS
113
Aspen Wealth Strategies
Colorado
$5.07M 209,808 -1,868 -0.9%
MWM
114
Maltin Wealth Management
New Jersey
$5.04M 209,444 +64,930 +45%
SP
115
Successful Portfolios
Florida
$5.03M 208,940 -4,270 -2%
FAM
116
Frontier Asset Management
Wyoming
$5.01M 208,002 -3,252 -2%
CB
117
Commerce Bank
Missouri
$4.95M 205,682 -34,410 -14%
CWA
118
Cornerstone Wealth Advisors
Minnesota
$4.92M 204,468 +30,846 +18%
RWA
119
Redhawk Wealth Advisors
Minnesota
$4.91M 204,108 -142,276 -41%
KC
120
Kades & Cheifetz
Pennsylvania
$4.86M 201,920 +1,722 +0.9%
Bank of Nova Scotia
121
Bank of Nova Scotia
Ontario, Canada
$4.81M 200,000 +200,000 New
SFA
122
Seneca Financial Advisors
New York
$4.79M 199,126 -57,916 -23%
MPM
123
Meritage Portfolio Management
Kansas
$4.78M 198,796 -5,108 -3%
FWM
124
Forza Wealth Management
Florida
$4.76M 197,886 – –
GHA
125
GW Henssler & Associates
Georgia
$4.69M 195,094 -21,488 -10%
3 4
5
6 7