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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.

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
1
Morgan Stanley
New York
$132M
2
CCA
2
Clearwater Capital Advisors
Illinois
$78.2M
3
BB
3
Busey Bank
Illinois
$30.9M
4
TCM
4
Towneley Capital Management
California
$17M
5
JFGLC
5
Johnson Financial Group LLC (Colorado)
Colorado
$15.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.88B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.75B
3
Ameriprise
3
Ameriprise
Minnesota
$473M
4
PSP
4
Pacific Sage Partners
Washington
$1.06M
5
MWM
5
Merriman Wealth Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.88B 80,019,826 -4,364,064 -5%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.75B 36,124,072 -4,296,145 -11%
Ameriprise
3
Ameriprise
Minnesota
$473M 9,855,603 -2,062,599 -17%
SEI Investments
4
SEI Investments
Pennsylvania
$321M 6,627,199 -41,828 -0.6%
Charles Schwab
5
Charles Schwab
California
$173M 3,568,829 -9,005 -0.3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$137M 2,835,633 -154,834 -5%
Morgan Stanley
7
Morgan Stanley
New York
$132M 2,719,620 +1,536,026 +130%
Stifel Financial
8
Stifel Financial
Missouri
$116M 2,399,129 +86,887 +4%
MIM
9
Morningstar Investment Management
Illinois
$92.1M 1,901,748 -166,785 -8%
CCA
10
Clearwater Capital Advisors
Illinois
$78.2M 1,613,749 +787,113 +95%
State Street
11
State Street
Massachusetts
$75.1M 1,550,000 – –
Wealthfront Advisers
12
Wealthfront Advisers
California
$73.5M 1,516,320 -896,547 -37%
SCM
13
SCS Capital Management
Massachusetts
$71.2M 1,468,991 -20,152 -1%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$68.5M 1,413,279 +14,460 +1%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$64M 1,320,082 +126,997 +11%
GP
16
Greenline Partners
New York
$58.8M 1,142,033 +16,403 +1%
MA
17
MCF Advisors
Kentucky
$52.2M 1,077,628 +21,717 +2%
LPL Financial
18
LPL Financial
California
$40.2M 830,055 -105,660 -11%
BSB
19
Bangor Savings Bank
Maine
$36.4M 751,553 +19,765 +3%
FCA
20
FLC Capital Advisors
California
$35.1M 723,957 +15,779 +2%
FEG
21
Fund Evaluation Group
Ohio
$35M 729,855 – –
BOPW
22
Brandywine Oak Private Wealth
Pennsylvania
$33.4M 689,381 -4,053 -0.6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$33.4M 688,420 -153,084 -18%
BB
24
Busey Bank
Illinois
$30.9M 637,108 +637,108 New
EWM
25
Evermay Wealth Management
Virginia
$30M 618,802 +288,038 +87%
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