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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.

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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.88B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.75B
3
Ameriprise
Ameriprise
Minnesota
$473M
4
PSP
Pacific Sage Partners
Washington
$1.06M
5
MWM
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
126
Integrated Wealth Concepts
Massachusetts
$5.01M -$130K -5,378 -3%
AWS
127
Aspen Wealth Strategies
Colorado
$4.96M +$1.88M +77,732 +61%
FWM
128
Forza Wealth Management
Florida
$4.79M – – –
PAG
129
Private Advisor Group
New Jersey
$4.77M -$410K -16,916 -8%
KC
130
Kades & Cheifetz
Pennsylvania
$4.77M -$141K -5,812 -3%
HC
131
Hamilton Capital
Ohio
$4.62M +$1.23M +50,950 +36%
HI
132
Harrington Investments
California
$4.61M -$124K -5,100 -3%
CA
133
Cetera Advisors
Colorado
$4.59M +$1.38M +56,844 +43%
WA
134
Waverly Advisors
Alabama
$4.54M +$4.54M +187,306 New
FIM
135
Freedom Investment Management
Connecticut
$4.51M -$559K -23,090 -11%
CCA
136
Cobblestone Capital Advisors
New York
$4.45M -$47.4K -1,956 -1%
ARC
137
Advisor Resource Council
Texas
$4.41M +$4.41M +181,984 New
ES
138
ETF Store
Kansas
$4.39M -$341K -14,094 -7%
CFP
139
Curran Financial Partners
South Carolina
$4.38M +$187K +7,740 +4%
TIM
140
Tortoise Investment Management
New York
$4.32M -$107K -4,402 -2%
MIS
141
Morningstar Investment Services
Illinois
$4.22M +$1.97M +81,374 +88%
RTL
142
Red Tortoise LLC
Georgia
$4.21M -$10.5K -434 -0.2%
BSW
143
Buckingham Strategic Wealth
Missouri
$4.19M -$760K -31,372 -15%
ISWM
144
Independent Solutions Wealth Management
New York
$4.14M +$170K +7,030 +4%
JWM
145
JFG Wealth Management
Colorado
$4.02M +$4.02M +165,916 New
RPG
146
Resource Planning Group
Georgia
$3.96M -$971K -40,070 -20%
CKAIS
147
Christensen King & Associates Investment Services
Washington
$3.93M +$3.93M +162,302 New
CCWA
148
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.91M -$40.5K -1,670 -1%
SEP
149
Southland Equity Partners
Missouri
$3.8M -$164K -6,778 -4%
VBFP
150
Valtinson Bruner Financial Planning
Minnesota
$3.79M -$628K -25,908 -14%
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