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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

628 hedge funds and large institutions have $9.92B invested in Schwab Short-Term US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 241 increasing their positions, 224 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+45
Holders Change %
+7.72%
% of All Funds
8.36%
Holding in Top 10
47
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.3%
% of All Funds
0.63%
New
111
Increased
241
Reduced
224
Closed
58
Calls
$1.36M
Puts
$1.07M
Net Calls
+$286K
Net Calls Change
-$1.85M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.86B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$500M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$173M
4
MCM
MAI Capital Management
Ohio
$24.5M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$51.5M

Top Sellers

1
Jane Street
Jane Street
New York
$1.51M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$34K
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.52B
4
Ameriprise
Ameriprise
Minnesota
$513M
5
MIM
Morningstar Investment Management
Illinois
$45.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
151
Allworth Financial
California
$3.64M -$740K -30,600 -17%
SSWM
152
Sheets Smith Wealth Management
North Carolina
$3.59M -$192K -7,966 -5%
BPA
153
Beacon Pointe Advisors
California
$3.53M +$90K +3,742 +3%
AIM
154
Archer Investment Management
Texas
$3.52M +$3.52M +146,451 New
Focus Partners Wealth
155
Focus Partners Wealth
Massachusetts
$3.31M -$89.6K -3,722 -3%
DFC
156
DBK Financial Counsel
Ohio
$3.3M +$8.66K +360 +0.3%
RSWA
157
Robinson Smith Wealth Advisors
Maine
$3.28M +$606K +25,202 +23%
LTL
158
Lowery Thomas LLC
California
$3.27M -$734K -30,527 -18%
DA
159
Dover Advisors
Virginia
$3.27M +$641K +26,634 +24%
AI
160
Atria Investments
North Carolina
$3.26M +$282K +11,718 +9%
JBW
161
Journey Beyond Wealth
Georgia
$3.26M +$3.26M +135,361 New
BIM
162
Breakwater Investment Management
Washington
$3.18M -$828K -34,403 -21%
WAP
163
Wealthcare Advisory Partners
Pennsylvania
$3.16M +$1.17M +48,449 +58%
IWB
164
Innovative Wealth Building
Maryland
$3.15M +$3.15M +130,964 New
MIA
165
Milestone Investment Advisors
Wisconsin
$3.06M +$949K +39,455 +45%
WCFA
166
Walkner Condon Financial Advisors
Wisconsin
$3.06M +$721K +29,959 +31%
WA
167
WBH Advisory
Maryland
$2.98M -$71.7K -2,980 -2%
GI
168
GLOBALT Investments
Georgia
$2.97M -$95.7K -3,976 -3%
NFTC
169
North Forty Two & Co
Oregon
$2.93M +$2.93M +121,735 New
AIM
170
AHL Investment Management
Florida
$2.85M -$135K -5,598 -5%
AIS
171
American Investment Services
Massachusetts
$2.84M +$184K +7,635 +7%
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$2.83M -$11.1M -462,500 -80%
PAG
173
Private Advisor Group
New Jersey
$2.71M +$488K +20,266 +22%
CWA
174
Cornerstone Wealth Advisors
Minnesota
$2.7M -$130K -5,399 -5%
CCA
175
Cobblestone Capital Advisors
New York
$2.62M +$305K +12,682 +13%
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