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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 %
ZIMP
201
Zimmermann Investment Management & Planning
Pennsylvania
$1.87M -$1.28M -53,178 -41%
SB
202
Strategic Blueprint
Georgia
$1.86M +$1.86M +77,170 New
PPW
203
Pasadena Private Wealth
California
$1.84M -$1.69M -70,282 -48%
LFAS
204
Level Four Advisory Services
Texas
$1.82M – – –
LPAM
205
Lodestar Private Asset Management
California
$1.81M +$19K +790 +1%
LAM
206
Lummis Asset Management
Texas
$1.79M -$723 -30 -0%
CBFP
207
Cedar Brook Financial Partners
Ohio
$1.77M +$453K +18,776 +34%
KF
208
Krilogy Financial
Missouri
$1.77M +$7.86K +326 +0.4%
MIA
209
Milestone Investment Advisors
Wisconsin
$1.77M -$40.9K -1,696 -2%
MAM
210
McLean Asset Management
Virginia
$1.76M -$8.01K -334 -0.5%
RSWA
211
Robinson Smith Wealth Advisors
Maine
$1.73M -$308K -12,798 -15%
FAM
212
Family Asset Management
South Carolina
$1.73M -$22.7K -940 -1%
ACM
213
Andina Capital Management
Utah
$1.71M +$1.07M +44,302 +165%
SWM
214
SigFig Wealth Management
California
$1.69M +$59.5K +2,758 +4%
FCH
215
Freestone Capital Holdings
Washington
$1.68M -$396K -16,412 -19%
FVWA
216
Foster Victor Wealth Advisors
South Carolina
$1.67M -$203K -8,468 -11%
SIA
217
Soltis Investment Advisors
Utah
$1.65M -$6.91M -286,792 -81%
AWM
218
Avitas Wealth Management
California
$1.64M +$69.4K +2,880 +4%
BOM
219
Bank of Marin
California
$1.64M -$39.9K -1,654 -2%
VA
220
Valmark Advisers
Ohio
$1.61M -$27.5K -1,142 -2%
RW
221
Rede Wealth
Virginia
$1.6M +$335K +13,910 +27%
CIR
222
Clear Investment Research
Georgia
$1.59M +$268K +11,126 +20%
PGAM
223
Princeton Global Asset Management
New Jersey
$1.57M +$9.79K +406 +0.6%
Prudential Financial
224
Prudential Financial
New Jersey
$1.56M -$1.07M -44,362 -41%
SAM
225
SignalPoint Asset Management
Missouri
$1.56M -$142K -5,894 -8%
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