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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 %
HCM
151
Hutchinson Capital Management
California
$3.79M -$75.4K -3,112 -2%
SSWM
152
Sheets Smith Wealth Management
North Carolina
$3.78M -$29.7K -1,224 -0.8%
BNP Paribas Financial Markets
153
BNP Paribas Financial Markets
France
$3.77M +$3.76M +155,138 +42,387%
AWS
154
Atria Wealth Solutions
New York
$3.73M -$1.1M -45,268 -23%
ICM
155
Islay Capital Management
Texas
$3.65M +$889K +36,714 +32%
GI
156
GLOBALT Investments
Georgia
$3.65M +$3.65M +150,728 New
PP
157
PrairieView Partners
Minnesota
$3.56M +$1.02M +42,264 +40%
PPW
158
Pasadena Private Wealth
California
$3.56M +$3.56M +146,782 New
BCM
159
Blume Capital Management
California
$3.55M -$1.04M -43,000 -23%
WA
160
WBH Advisory
Maryland
$3.45M +$708K +29,226 +26%
MWM
161
Maltin Wealth Management
New Jersey
$3.43M +$1.43M +59,178 +72%
AIM
162
AHL Investment Management
Florida
$3.33M -$277K -11,424 -8%
SWA
163
Stratos Wealth Advisors
Ohio
$3.32M +$42.1K +1,738 +1%
VFPW
164
Vantage Financial Partners (Wisconsin)
Wisconsin
$3.27M +$3.27M +135,038 New
SIM
165
Studio Investment Management
Illinois
$3.19M -$359K -14,834 -10%
ZIMP
166
Zimmermann Investment Management & Planning
Pennsylvania
$3.17M +$207K +8,546 +7%
DBRC
167
D.B. Root & Company
Pennsylvania
$2.98M -$1.27M -52,258 -30%
RWB
168
RMR Wealth Builders
New Jersey
$2.77M +$593K +24,484 +27%
CMA
169
Cedar Mountain Advisors
Oregon
$2.77M +$969 +40 +0%
MFG
170
Merit Financial Group
Georgia
$2.73M -$153K -6,320 -5%
KPWS
171
Kestra Private Wealth Services
Texas
$2.66M +$1.42M +58,804 +116%
Prudential Financial
172
Prudential Financial
New Jersey
$2.65M +$1.64M +67,666 +163%
JWS
173
Juncture Wealth Strategies
Arizona
$2.57M -$607K -25,038 -19%
VT
174
Vise Technologies
New York
$2.55M +$876K +36,148 +52%
IA
175
IFP Advisors
Florida
$2.52M -$174K -7,180 -6%
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