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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 %
DIA
101
Dean Investment Associates
Ohio
$7.7M 320,188 -35,792 -10%
BP
102
BWM Planning
Texas
$7.47M 310,267 +50,071 +19%
APG
103
Abacus Planning Group
South Carolina
$7.45M 309,545 -10,857 -3%
BRWA
104
B. Riley Wealth Advisors
Florida
$7.34M 304,928 -29,902 -9%
SAS
105
SMI Advisory Services
Indiana
$7.21M 299,372 -8,152 -3%
SG
106
StoneX Group
New York
$7.05M 293,216 +293,216 New
MML Investors Services
107
MML Investors Services
Massachusetts
$6.91M 287,284 -23,744 -8%
MHR
108
Matthew Hamilton Rosenberg
$6.76M 281,150 +16,782 +6%
BCP
109
Blackhawk Capital Partners
Wisconsin
$6.72M 279,289 +279,289 New
HighTower Advisors
110
HighTower Advisors
Illinois
$6.17M 256,596 +9,172 +4%
CW
111
CreativeOne Wealth
Kansas
$6.17M 256,478 -5,722 -2%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$5.9M 245,403 -84,591 -26%
US Bancorp
113
US Bancorp
Minnesota
$5.86M 243,607 +8,789 +4%
ABC
114
Associated Banc-Corp
Wisconsin
$5.86M 243,418 -9,762 -4%
Cambridge Investment Research Advisors
115
Cambridge Investment Research Advisors
Iowa
$5.85M 243,273 -23,611 -9%
RWB
116
RMR Wealth Builders
New Jersey
$5.85M 243,192 +53,604 +28%
Osaic Holdings
117
Osaic Holdings
Arizona
$5.82M 241,901 -164,849 -41%
CFP
118
Curran Financial Partners
South Carolina
$5.56M 230,943 +23,633 +11%
AWS
119
Aspen Wealth Strategies
Colorado
$5.54M 230,076 +13,366 +6%
IWC
120
Integrated Wealth Concepts
Massachusetts
$5.52M 229,453 +45,269 +25%
BFG
121
Bouchey Financial Group
New York
$5.51M 229,093 -161,057 -41%
CHJWM
122
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.37M 222,080 -222,688 -50%
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$5.23M 217,429 +16,709 +8%
APC
124
Asset Planning Corporation
Tennessee
$5.16M 214,371 +187,233 +690%
FAM
125
Frontier Asset Management
Wyoming
$5.15M 213,972 -20,732 -9%
3 4
5
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