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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 %
BCM
151
Blume Capital Management
California
$3.5M -$32.5K -1,350 -0.9%
MWM
152
Maltin Wealth Management
New Jersey
$3.48M +$71.6K +2,972 +2%
WA
153
WBH Advisory
Maryland
$3.42M -$14.1K -586 -0.4%
WWM
154
WT Wealth Management
Arizona
$3.42M +$2.35M +97,374 +219%
KPWS
155
Kestra Private Wealth Services
Texas
$3.38M +$737K +30,560 +28%
VFPW
156
Vantage Financial Partners (Wisconsin)
Wisconsin
$3.37M +$115K +4,766 +4%
PP
157
PrairieView Partners
Minnesota
$3.35M -$191K -7,910 -5%
AssetMark Inc
158
AssetMark Inc
California
$3.29M +$1.41M +58,456 +75%
AIM
159
AHL Investment Management
Florida
$3.28M -$30.1K -1,250 -0.9%
SWA
160
Stratos Wealth Advisors
Ohio
$3.2M -$103K -4,272 -3%
MOS
161
MGO One Seven
Ohio
$3.19M +$1.44M +59,666 +82%
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$3.13M +$752K +31,184 +32%
National Bank of Canada
163
National Bank of Canada
Quebec, Canada
$3.04M +$3.02M +126,000 +17,260%
VBFP
164
Valtinson Bruner Financial Planning
Minnesota
$3.02M -$753K -31,236 -20%
MFG
165
Mendota Financial Group
Wisconsin
$2.87M +$1.67M +69,268 +140%
CMA
166
Cedar Mountain Advisors
Oregon
$2.84M +$81.6K +3,386 +3%
PAG
167
Private Advisor Group
New Jersey
$2.78M -$1.98M -81,948 -42%
VT
168
Vise Technologies
New York
$2.61M +$77.9K +3,230 +3%
BlackRock
169
BlackRock
New York
$2.57M +$2.57M +106,768 New
JWS
170
Juncture Wealth Strategies
Arizona
$2.52M -$37.2K -1,544 -1%
Koshinski Asset Management
171
Koshinski Asset Management
Illinois
$2.34M +$1M +41,684 +75%
SA
172
Strategic Advocates
Utah
$2.33M -$4.82M -199,852 -67%
FA
173
Fortis Advisors
Pennsylvania
$2.33M +$17.3K +716 +0.7%
IA
174
IFP Advisors
Florida
$2.28M -$233K -9,656 -9%
HA
175
HC Advisors
Georgia
$2.27M -$86.3K -3,582 -4%
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