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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.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
8.65%
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 Holding Trade Value Shares
Change 		Shares
Change %
TIM
126
Tortoise Investment Management
New York
$4.61M +$310K +12,870 +7%
BIM
127
Breakwater Investment Management
Washington
$4.61M +$4.61M +191,162 New
HI
128
Harrington Investments
California
$4.51M -$75.2K -3,120 -2%
Commonwealth Equity Services
129
Commonwealth Equity Services
Massachusetts
$4.48M -$6.99M -290,148 -61%
HC
130
Hamilton Capital
Ohio
$4.46M -$134K -5,572 -3%
CFP
131
Curran Financial Partners
South Carolina
$4.46M +$93.9K +3,896 +2%
NWMG
132
National Wealth Management Group
Ohio
$4.43M +$3.25M +135,018 +277%
EWA
133
ERTS Wealth Advisors
Michigan
$4.41M +$4.14M +171,602 +1,516%
IWC
134
Integrated Wealth Concepts
Massachusetts
$4.32M -$668K -27,724 -13%
CWA
135
Cornerstone Wealth Advisors
Minnesota
$4.19M -$1.54M -63,844 -27%
RTL
136
Red Tortoise LLC
Georgia
$4.18M -$13.6K -564 -0.3%
JWM
137
JFG Wealth Management
Colorado
$4.03M +$30.5K +1,264 +0.8%
RWB
138
RMR Wealth Builders
New Jersey
$3.97M +$1.21M +50,018 +44%
ICM
139
Islay Capital Management
Texas
$3.97M +$329K +13,634 +9%
CCWA
140
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.94M +$42.1K +1,748 +1%
SIM
141
Studio Investment Management
Illinois
$3.83M +$664K +27,546 +21%
FIM
142
Freedom Investment Management
Connecticut
$3.82M -$664K -27,552 -15%
DFC
143
DBK Financial Counsel
Ohio
$3.82M -$1.4M -58,232 -27%
ES
144
ETF Store
Kansas
$3.81M -$556K -23,074 -13%
CKAIS
145
Christensen King & Associates Investment Services
Washington
$3.79M -$127K -5,252 -3%
SEP
146
Southland Equity Partners
Missouri
$3.78M +$1.45K +60 +0%
HCM
147
Hutchinson Capital Management
California
$3.76M -$7.42K -308 -0.2%
SSWM
148
Sheets Smith Wealth Management
North Carolina
$3.67M -$89.9K -3,728 -2%
BSW
149
Buckingham Strategic Wealth
Missouri
$3.67M -$505K -20,940 -12%
GI
150
GLOBALT Investments
Georgia
$3.51M -$122K -5,062 -3%
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