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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.

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
1
Jane Street
New York
$424M
2
Bank of America
2
Bank of America
North Carolina
$3.83B
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$128M
4
Ameriprise
4
Ameriprise
Minnesota
$601M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$119M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
CCA
2
Clearwater Capital Advisors
Illinois
$57M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$135M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$427M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$4.28M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.83B 78,193,055 +2,807,272 +4%
Ameriprise
2
Ameriprise
Minnesota
$601M 12,194,469 +1,563,052 +15%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$427M 8,713,529 -369,994 -4%
Jane Street
4
Jane Street
New York
$424M 8,652,137 +8,652,137 New
SEI Investments
5
SEI Investments
Pennsylvania
$380M 7,753,566 +154,618 +2%
Stifel Financial
6
Stifel Financial
Missouri
$147M 2,999,027 +127,669 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$135M 2,750,686 -439,433 -14%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$128M 2,607,963 +2,591,761 +15,997%
Wealthfront Advisers
9
Wealthfront Advisers
California
$119M 2,422,908 +547,067 +29%
LPL Financial
10
LPL Financial
California
$84.2M 1,718,694 +40,371 +2%
State Street
11
State Street
Massachusetts
$75.9M 1,550,000 – –
Morgan Stanley
12
Morgan Stanley
New York
$65.8M 1,342,987 -51,484 -4%
Renaissance Technologies
13
Renaissance Technologies
New York
$65.2M 1,331,427 +303,427 +30%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$64.1M 1,307,717 -47,160 -3%
MA
15
MCF Advisors
Kentucky
$61.4M 1,254,410 +78,270 +7%
CCA
16
Clearwater Capital Advisors
Illinois
$57M 1,164,510 -555,816 -32%
SCM
17
SCS Capital Management
Massachusetts
$52.1M 1,064,648 -231,875 -18%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$50.8M 2,078,664 +872,922 +72%
MIM
19
Morningstar Investment Management
Illinois
$50.7M 2,087,074 +910,066 +77%
WCF
20
West Coast Financial
California
$45.9M 937,222 +151,387 +19%
BSB
21
Bangor Savings Bank
Maine
$39M 796,381 +9,289 +1%
MFT
22
Moisand Fitzgerald Tamayo
Florida
$36.5M 745,290 +33,985 +5%
UCMOK
23
United Capital Management of KS
Kansas
$36.4M 743,358 +28,834 +4%
FFG
24
Fiduciary Financial Group
California
$35.5M 731,317 +69,543 +11%
BOPW
25
Brandywine Oak Private Wealth
Pennsylvania
$35.1M 715,698 -2,671 -0.4%
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