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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 %
CCA
176
Cobblestone Capital Advisors
New York
$2.26M -$2.17M -89,856 -49%
DBRC
177
D.B. Root & Company
Pennsylvania
$2.25M -$710K -29,438 -24%
CAN
178
Cetera Advisor Networks
California
$2.24M -$165K -6,842 -7%
AIS
179
American Investment Services
Massachusetts
$2.23M +$65.1K +2,700 +3%
FTUS
180
Flow Traders U.S.
New York
$2.22M +$2.22M +92,064 New
BPA
181
Beacon Pointe Advisors
California
$2.2M +$1.69M +69,988 +332%
CWM
182
Cedar Wealth Management
California
$2.15M +$64K +2,654 +3%
LA
183
Lifeworks Advisors
Michigan
$2.14M -$34.4K -1,428 -2%
JCIA
184
Jackson Creek Investment Advisors
Colorado
$2.13M +$60.1K +2,492 +3%
JWM
185
JPL Wealth Management
Colorado
$2.1M +$2.1M +87,220 New
WCFA
186
Walkner Condon Financial Advisors
Wisconsin
$2.1M -$236K -9,802 -10%
DT
187
Diversified Trust
Tennessee
$2.08M +$366K +15,182 +21%
CAG
188
Csenge Advisory Group
Florida
$2.06M -$63.7K -2,642 -3%
TSS
189
Two Sigma Securities
New York
$2.04M -$451K -18,720 -18%
TPCW
190
TD Private Client Wealth
New York
$2.03M +$67.8K +2,814 +3%
BIA
191
Bigelow Investment Advisors
Maine
$2.01M -$5.01K -208 -0.2%
BA
192
Bluesphere Advisors
Pennsylvania
$2M – – –
MIS
193
Morningstar Investment Services
Illinois
$1.97M -$2.23M -92,448 -53%
HA
194
Herold Advisors
New York
$1.95M +$88.9K +3,688 +5%
LWA
195
Lantern Wealth Advisors
New York
$1.95M +$88.9K +3,688 +5%
Corient Private Wealth
196
Corient Private Wealth
Florida
$1.91M +$41.3K +1,714 +2%
William Blair & Company
197
William Blair & Company
Illinois
$1.9M +$144K +5,972 +8%
BAM
198
Belpointe Asset Management
Nevada
$1.9M +$102K +4,238 +6%
Baird Financial Group
199
Baird Financial Group
Wisconsin
$1.87M -$4.19M -173,902 -69%
LA
200
Lindenwold Advisors
Pennsylvania
$1.87M +$47.2K +1,958 +3%
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