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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 %
MML Investors Services
101
MML Investors Services
Massachusetts
$7.62M 311,028 -336,102 -52%
PPH
102
Pure Portfolios Holdings
Oregon
$7.54M 308,024 +308,024 New
DAS
103
Dynamic Advisor Solutions
Arizona
$7.49M 305,806 -5,836 -2%
SAS
104
SMI Advisory Services
Indiana
$7.47M 307,524 -356 -0.1%
MOS
105
MGO One Seven
Ohio
$7.4M 302,234 +165,924 +122%
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$6.54M 266,884 +4,516 +2%
MHR
107
Matthew Hamilton Rosenberg
$6.47M 264,368 +25,166 +11%
CW
108
CreativeOne Wealth
Kansas
$6.42M 262,200 +26,698 +11%
BP
109
BWM Planning
Texas
$6.37M 260,196 +260,196 New
ABC
110
Associated Banc-Corp
Wisconsin
$6.2M 253,180 +3,628 +1%
HighTower Advisors
111
HighTower Advisors
Illinois
$6.06M 247,424 -562,044 -69%
US Bancorp
112
US Bancorp
Minnesota
$5.75M 234,818 +47,652 +25%
FAM
113
Frontier Asset Management
Wyoming
$5.75M 234,704 +26,702 +13%
RJA
114
Raymond James & Associates
Florida
$5.64M 230,190 +5,366 +2%
CHJWM
115
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.38M 444,768 +229,718 +107%
AWS
116
Aspen Wealth Strategies
Colorado
$5.31M 216,710 +6,902 +3%
SP
117
Successful Portfolios
Florida
$5.18M 211,564 +2,624 +1%
KC
118
Kades & Cheifetz
Pennsylvania
$5.15M 210,202 +8,282 +4%
ISWM
119
Independent Solutions Wealth Management
New York
$5.13M 209,414 +28,072 +15%
CFP
120
Curran Financial Partners
South Carolina
$5.08M 207,310 +14,854 +8%
SFA
121
Seneca Financial Advisors
New York
$4.99M 203,918 +4,792 +2%
MWM
122
Maltin Wealth Management
New Jersey
$4.96M 202,472 -6,972 -3%
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$4.92M 200,720 +12,122 +6%
Bank of Nova Scotia
124
Bank of Nova Scotia
Ontario, Canada
$4.9M 200,000 – –
FWM
125
Forza Wealth Management
Florida
$4.85M 197,884 -2 -0%
3 4
5
6 7