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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

581 hedge funds and large institutions have $8.03B invested in Schwab Short-Term US Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 238 increasing their positions, 221 reducing their positions, and 62 closing their positions.

Holders
581
Holders Change
-16
Holders Change %
-2.68%
% of All Funds
8.45%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.61%
New
55
Increased
238
Reduced
221
Closed
62
Calls
$2.02M
Puts
$1.63M
Net Calls
+$389K
Net Calls Change
+$698K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.63B
2
FFG
2
Fiduciary Financial Group
California
$32M
3
LPL Financial
3
LPL Financial
California
$80.8M
4
AssetMark Inc
4
AssetMark Inc
California
$26M
5
SWA
5
Stratos Wealth Advisors
Ohio
$24.9M

Top Sellers

1
GP
1
Greenline Partners
New York
$15.4M
2
Ameriprise
2
Ameriprise
Minnesota
$508M
3
EWM
3
Evermay Wealth Management
Virginia
$1.55M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.63B 75,385,783 +824,695 +1%
Ameriprise
2
Ameriprise
Minnesota
$508M 10,631,417 -890,099 -8%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$437M 9,083,523 -172,684 -2%
SEI Investments
4
SEI Investments
Pennsylvania
$366M 7,598,948 +144,515 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$154M 3,190,119 +182,056 +6%
Stifel Financial
6
Stifel Financial
Missouri
$138M 2,871,358 +119,580 +4%
Charles Schwab
7
Charles Schwab
California
$137M 2,850,153 -300,542 -10%
Wealthfront Advisers
8
Wealthfront Advisers
California
$90.3M 1,875,841 +68,376 +4%
CCA
9
Clearwater Capital Advisors
Illinois
$82.8M 1,720,326 +24,054 +1%
LPL Financial
10
LPL Financial
California
$80.8M 1,678,323 +634,343 +61%
State Street
11
State Street
Massachusetts
$74.6M 1,550,000 – –
Morgan Stanley
12
Morgan Stanley
New York
$67.1M 1,394,471 -121,510 -8%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$65.2M 1,354,877 +100,052 +8%
SCM
14
SCS Capital Management
Massachusetts
$62.4M 1,296,523 -97,614 -7%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$58M 1,205,742 -179,097 -13%
MIM
16
Morningstar Investment Management
Illinois
$56.6M 1,177,008 -340,069 -22%
MA
17
MCF Advisors
Kentucky
$56.6M 1,176,140 +52,133 +5%
Renaissance Technologies
18
Renaissance Technologies
New York
$49.5M 1,028,000 +164,465 +19%
BSB
19
Bangor Savings Bank
Maine
$37.9M 787,092 +16,432 +2%
WCF
20
West Coast Financial
California
$37.8M 785,835 +148,021 +23%
FCI
21
Financial Counselors Inc
Kansas
$35.2M 731,806 -131,143 -15%
BOPW
22
Brandywine Oak Private Wealth
Pennsylvania
$34.6M 718,369 +36,083 +5%
UCMOK
23
United Capital Management of KS
Kansas
$34.4M 714,524 +109,628 +18%
MFT
24
Moisand Fitzgerald Tamayo
Florida
$34.2M 711,305 +69,530 +11%
FFG
25
Fiduciary Financial Group
California
$32M 661,774 +661,774 New
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