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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

583 hedge funds and large institutions have $8.8B invested in Schwab Short-Term US Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 244 increasing their positions, 213 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
+2
Holders Change %
+0.34%
% of All Funds
8.43%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.62%
New
57
Increased
244
Reduced
213
Closed
47
Calls
$3.64M
Puts
$1.51M
Net Calls
+$2.13M
Net Calls Change
+$1.74M

Top Buyers

1
Jane Street
Jane Street
New York
+$424M
2
Bank of America
Bank of America
North Carolina
+$138M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$127M
4
Ameriprise
Ameriprise
Minnesota
+$77.1M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$26.8M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$137M
2
CCA
Clearwater Capital Advisors
Illinois
-$27.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$21.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$18.1M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICM
176
Islay Capital Management
Texas
$2.38M +$24K +978 +1%
WCFA
177
Walkner Condon Financial Advisors
Wisconsin
$2.38M +$301K +12,306 +15%
FA
178
Fortis Advisors
Pennsylvania
$2.37M -$15.4K -628 -0.6%
CCA
179
Cobblestone Capital Advisors
New York
$2.36M +$81.9K +3,346 +4%
WAM
180
WNY Asset Management
New York
$2.34M +$1.11M +45,358 +90%
William Blair & Company
181
William Blair & Company
Illinois
$2.33M +$479K +19,560 +26%
SOS
182
Silver Oak Securities
Tennessee
$2.33M +$2.19M +89,302 +1,624%
GLR
183
Great Lakes Retirement
Ohio
$2.31M +$2.31M +94,468 New
MAM
184
McLean Asset Management
Virginia
$2.27M +$703K +28,906 +45%
PAG
185
Private Advisor Group
New Jersey
$2.26M -$152K -6,226 -6%
DT
186
Diversified Trust
Tennessee
$2.24M +$60.1K +2,454 +3%
Rockefeller Capital Management
187
Rockefeller Capital Management
New York
$2.24M -$589K -24,044 -21%
SB
188
Strategic Blueprint
Georgia
$2.22M +$430K +17,548 +24%
CWM
189
Cedar Wealth Management
California
$2.17M +$265K +10,814 +14%
MIA
190
Milestone Investment Advisors
Wisconsin
$2.15M +$44.3K +1,810 +2%
LPAM
191
Lodestar Private Asset Management
California
$2.1M +$248K +10,128 +13%
AWS
192
Atria Wealth Solutions
New York
$2.08M -$129K -5,272 -6%
JCIA
193
Jackson Creek Investment Advisors
Colorado
$2.05M -$237K -9,668 -10%
WAP
194
Wealthcare Advisory Partners
Pennsylvania
$2.03M +$1.6M +65,332 +368%
VFPW
195
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.03M -$789K -32,200 -28%
LWA
196
Lantern Wealth Advisors
New York
$2.01M -$1.36M -55,420 -40%
HA
197
Herold Advisors
New York
$2M +$106K +4,320 +6%
PS
198
Principal Securities
Iowa
$2M +$56.3K +2,298 +3%
EWM
199
Evermay Wealth Management
Virginia
$2M +$421K +17,200 +27%
Corient Private Wealth
200
Corient Private Wealth
Florida
$1.98M -$71.8K -2,932 -4%
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