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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

581 hedge funds and large institutions have $8.03B invested in Schwab Short-Term US Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 238 increasing their positions, 221 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
-16
Holders Change %
-2.68%
% of All Funds
8.45%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.61%
New
55
Increased
238
Reduced
221
Closed
62
Calls
$2.02M
Puts
$1.63M
Net Calls
+$389K
Net Calls Change
+$698K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.63B
2
LPL Financial
LPL Financial
California
$80.8M
3
AssetMark Inc
AssetMark Inc
California
$26M
4
SWA
Stratos Wealth Advisors
Ohio
$24.9M
5
WIA
World Investment Advisors
California
$16.5M

Top Sellers

1
GP
Greenline Partners
New York
$15.4M
2
Ameriprise
Ameriprise
Minnesota
$508M
3
EWM
Evermay Wealth Management
Virginia
$1.55M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
151
Kestra Private Wealth Services
Texas
$3.49M +$111K +4,592 +3%
PP
152
PrairieView Partners
Minnesota
$3.29M -$57.5K -2,388 -2%
MOS
153
MGO One Seven
Ohio
$3.28M +$95.7K +3,976 +3%
MFG
154
Mendota Financial Group
Wisconsin
$3.25M +$387K +16,072 +14%
NA
155
NewEdge Advisors
Louisiana
$3.23M +$2.14M +88,758 +194%
WA
156
WBH Advisory
Maryland
$3.23M -$185K -7,684 -5%
GI
157
GLOBALT Investments
Georgia
$3.15M -$355K -14,752 -10%
DFC
158
DBK Financial Counsel
Ohio
$3.1M -$706K -29,340 -19%
AIM
159
AHL Investment Management
Florida
$3.01M -$267K -11,100 -8%
CMA
160
Cedar Mountain Advisors
Oregon
$2.93M +$95.5K +3,968 +3%
BPA
161
Beacon Pointe Advisors
California
$2.88M +$692K +28,750 +32%
AI
162
Atria Investments
North Carolina
$2.82M +$1.3M +54,100 +86%
ES
163
ETF Store
Kansas
$2.82M -$988K -41,060 -26%
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$2.78M -$348K -14,448 -11%
VFPW
165
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.77M -$599K -24,882 -18%
BCM
166
Blume Capital Management
California
$2.74M -$751K -31,220 -22%
VT
167
Vise Technologies
New York
$2.72M +$114K +4,738 +4%
AIS
168
American Investment Services
Massachusetts
$2.51M +$292K +12,140 +13%
RW
169
Rede Wealth
Virginia
$2.45M +$849K +35,300 +53%
JWS
170
Juncture Wealth Strategies
Arizona
$2.44M -$77.2K -3,210 -3%
IA
171
IFP Advisors
Florida
$2.38M +$101K +4,212 +4%
PAG
172
Private Advisor Group
New Jersey
$2.37M -$398K -16,522 -14%
FA
173
Fortis Advisors
Pennsylvania
$2.34M +$16K +666 +0.7%
ICM
174
Islay Capital Management
Texas
$2.32M -$1.64M -68,178 -41%
LA
175
Lifeworks Advisors
Michigan
$2.26M +$126K +5,216 +6%
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