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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 %
ES
176
ETF Store
Kansas
$2.62M -$144K -5,979 -5%
JFGLC
177
Johnson Financial Group LLC (Colorado)
Colorado
$2.6M +$1.92M +79,716 +281%
MFG
178
Mendota Financial Group
Wisconsin
$2.59M -$871K -36,208 -25%
RWM
179
Rialto Wealth Management
New York
$2.58M +$2.58M +107,104 New
Goldman Sachs
180
Goldman Sachs
New York
$2.57M -$277K -11,510 -10%
LA
181
Lifeworks Advisors
Michigan
$2.56M +$56.1K +2,330 +2%
RW
182
Rede Wealth
Virginia
$2.51M -$105K -4,350 -4%
BCM
183
Birmingham Capital Management
Alabama
$2.48M +$2.48M +103,000 New
HF
184
HRT Financial
New York
$2.45M -$156K -6,487 -6%
VFG
185
Valley Financial Group
Pennsylvania
$2.41M -$166K -6,890 -6%
ICM
186
Islay Capital Management
Texas
$2.41M +$66.1K +2,746 +3%
VT
187
Vise Technologies
New York
$2.41M -$8.23K -342 -0.3%
MAM
188
McLean Asset Management
Virginia
$2.39M +$144K +5,978 +6%
FA
189
Fortis Advisors
Pennsylvania
$2.35M +$22.8K +948 +1%
GLR
190
Great Lakes Retirement
Ohio
$2.34M +$69.1K +2,870 +3%
SOS
191
Silver Oak Securities
Tennessee
$2.32M +$30.2K +1,250 +1%
BAM
192
Berkshire Asset Management
Pennsylvania
$2.27M -$2.18M -89,885 -49%
EWM
193
Evermay Wealth Management
Virginia
$2.27M +$308K +12,782 +16%
William Blair & Company
194
William Blair & Company
Illinois
$2.25M -$44.6K -1,855 -2%
AAS
195
Asset Allocation Strategies
Michigan
$2.24M +$1.09M +45,251 +94%
LWA
196
Lantern Wealth Advisors
New York
$2.24M +$269K +11,179 +14%
HA
197
Herold Advisors
New York
$2.24M +$275K +11,439 +14%
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$2.24M +$42.7K +1,774 +2%
JWS
199
Juncture Wealth Strategies
Arizona
$2.21M -$166K -6,879 -7%
BI
200
Beckerman Institutional
New Jersey
$2.17M +$383K +15,915 +21%
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