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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 %
CIR
201
Clear Investment Research
Georgia
$1.87M -$121K -4,946 -6%
BIA
202
Bigelow Investment Advisors
Maine
$1.85M -$279K -11,402 -13%
Prudential Financial
203
Prudential Financial
New Jersey
$1.84M +$10.1K +412 +0.6%
BOM
204
Bank of Marin
California
$1.83M +$92.6K +3,782 +5%
BCM
205
Brookstone Capital Management
Illinois
$1.83M +$1M +40,988 +122%
BI
206
Beckerman Institutional
New Jersey
$1.82M +$1.82M +74,372 New
LAM
207
Lummis Asset Management
Texas
$1.77M -$67.2K -2,742 -4%
CAG
208
Csenge Advisory Group
Florida
$1.77M +$928K +76,290 +110%
SWM
209
SigFig Wealth Management
California
$1.77M +$124K +6,428 +8%
PK
210
Pflug Koory
Nebraska
$1.77M +$1.77M +72,092 New
MIS
211
Morningstar Investment Services
Illinois
$1.71M -$123K -5,022 -7%
DBRC
212
D.B. Root & Company
Pennsylvania
$1.69M +$196K +7,988 +13%
PRS
213
Pinkerton Retirement Specialists
Idaho
$1.67M +$84.6K +3,454 +5%
BEI
214
Benjamin Edwards Inc
Missouri
$1.66M +$1.66M +67,966 New
SAM
215
SignalPoint Asset Management
Missouri
$1.66M +$5.05K +206 +0.3%
Koshinski Asset Management
216
Koshinski Asset Management
Illinois
$1.64M +$38.8K +1,584 +2%
PPW
217
Pasadena Private Wealth
California
$1.62M -$99.9K -4,080 -6%
PGAM
218
Princeton Global Asset Management
New Jersey
$1.61M +$21.4K +872 +1%
SEIA
219
Signature Estate & Investment Advisors
California
$1.61M -$22.1K -904 -1%
Baird Financial Group
220
Baird Financial Group
Wisconsin
$1.54M -$61.7K -2,520 -4%
VA
221
Valmark Advisers
Ohio
$1.53M -$105K -4,296 -6%
FCH
222
Freestone Capital Holdings
Washington
$1.45M -$140K -5,706 -9%
AHC
223
Anderson Hoagland & Co
Missouri
$1.45M -$48.3K -1,986 -3%
VC
224
Veery Capital
Delaware
$1.44M +$831K +33,952 +137%
FVWA
225
Foster Victor Wealth Advisors
South Carolina
$1.44M -$115K -4,736 -7%
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