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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

596 hedge funds and large institutions have $9.57B invested in Schwab Short-Term US Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 213 increasing their positions, 236 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+23
Holders Change %
+4.01%
% of All Funds
8.74%
Holding in Top 10
43
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.51%
% of All Funds
0.63%
New
82
Increased
213
Reduced
236
Closed
57
Calls
$1.11M
Puts
$373K
Net Calls
+$732K
Net Calls Change
+$325K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$132M
2
CCA
Clearwater Capital Advisors
Illinois
$78.2M
3
BB
Busey Bank
Illinois
$30.9M
4
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
$15.7M
5
Renaissance Technologies
Renaissance Technologies
New York
$24M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.88B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.75B
3
Ameriprise
Ameriprise
Minnesota
$473M
4
PSP
Pacific Sage Partners
Washington
$1.06M
5
MWM
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
201
Corient Private Wealth
Florida
$1.88M +$726K +29,964 +63%
HA
202
Herold Advisors
New York
$1.87M +$1.63M +67,388 +698%
LWA
203
Lantern Wealth Advisors
New York
$1.87M +$1.87M +77,038 New
AWMG
204
Alliance Wealth Management Group
New Jersey
$1.87M +$1.87M +76,996 New
LA
205
Lindenwold Advisors
Pennsylvania
$1.83M +$47.1K +1,944 +3%
WI
206
WBI Investments
New Jersey
$1.82M -$73.6K -3,040 -4%
LFAS
207
Level Four Advisory Services
Texas
$1.82M +$20.3K +840 +1%
MIA
208
Milestone Investment Advisors
Wisconsin
$1.82M -$2.46M -101,516 -57%
BAM
209
Belpointe Asset Management
Nevada
$1.81M +$944K +38,978 +110%
LPAM
210
Lodestar Private Asset Management
California
$1.8M -$17.7K -732 -1%
LAM
211
Lummis Asset Management
Texas
$1.8M +$1.8M +74,194 New
MAM
212
McLean Asset Management
Virginia
$1.78M -$1.89M -78,366 -52%
KF
213
Krilogy Financial
Missouri
$1.77M -$60.5K -2,498 -3%
William Blair & Company
214
William Blair & Company
Illinois
$1.77M +$375K +15,464 +27%
WAM
215
Worth Asset Management
Texas
$1.77M +$881K +36,386 +99%
MOS
216
MGO One Seven
Ohio
$1.76M +$91.2K +3,766 +5%
FAM
217
Family Asset Management
South Carolina
$1.76M +$510K +21,046 +41%
DT
218
Diversified Trust
Tennessee
$1.72M -$31.6K -1,304 -2%
SAM
219
SignalPoint Asset Management
Missouri
$1.71M -$374K -15,460 -18%
SWM
220
SigFig Wealth Management
California
$1.7M +$206K +9,124 +14%
BOM
221
Bank of Marin
California
$1.68M -$302K -12,446 -15%
VA
222
Valmark Advisers
Ohio
$1.65M +$750K +30,980 +84%
DP
223
Denver PWM
Colorado
$1.64M -$3.07M -126,772 -65%
PWA
224
Pillar Wealth Advisors
Pennsylvania
$1.61M -$132K -5,458 -8%
SFA
225
Sequoia Financial Advisors
Ohio
$1.61M +$441K +18,216 +38%
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