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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

499 hedge funds and large institutions have $4.52B invested in Schwab Short-Term US Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 199 increasing their positions, 163 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
+36
Holders Change %
+7.78%
% of All Funds
8.85%
Holding in Top 10
60
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.26%
% of All Funds
1.06%
New
76
Increased
199
Reduced
163
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$142M
2
SEI Investments
SEI Investments
Pennsylvania
+$19.6M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$14.6M
4
Charles Schwab
Charles Schwab
California
+$12M
5
Ameriprise
Ameriprise
Minnesota
+$11.3M

Top Sellers

1
NA
NextCapital Advisers
Illinois
-$63.7M
2
VNA
Valley National Advisers
Pennsylvania
-$19.6M
3
MWP
Meridian Wealth Partners
Pennsylvania
-$19M
4
FAIM
Financial Advocates Investment Management
Washington
-$14.7M
5
Wells Fargo
Wells Fargo
California
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
226
IndexIQ Advisors
New York
$1.14M +$1.01M +39,166 +765%
SFA
227
Seneca Financial Advisors
New York
$1.14M +$1.14M +44,284 New
WWM
228
Windsor Wealth Management
Indiana
$1.11M -$45.2K -1,758 -4%
BCM
229
Blume Capital Management
California
$1.1M -$745K -29,008 -40%
FI
230
FormulaFolio Investments
Michigan
$1.08M +$545K +21,210 +102%
IAS
231
IMA Advisory Services
Colorado
$1.08M +$190K +7,400 +21%
RIA
232
Realta Investment Advisors
Delaware
$1.06M +$79.1K +3,080 +8%
AHC
233
Anderson Hoagland & Co
Missouri
$1.06M +$1.06M +41,122 New
SAM
234
Summit Asset Management
Tennessee
$1.05M +$308K +11,990 +42%
DPI
235
Diversified Portfolios Inc
Michigan
$1.04M +$365K +14,200 +54%
IWC
236
Integrated Wealth Concepts
Massachusetts
$1.03M +$2.88K +112 +0.3%
GCA
237
Gradient Capital Advisors
California
$1.02M -$1.72M -67,026 -63%
CWM
238
Cabot Wealth Management
Massachusetts
$973K -$80.2K -3,122 -8%
MAFM
239
Mid Atlantic Financial Management
Pennsylvania
$969K -$203K -7,900 -17%
KFS
240
Kaizen Financial Strategies
California
$959K +$959K +37,312 New
AIM
241
AMI Investment Management
Indiana
$954K -$36K -1,400 -4%
RIM
242
Rockbridge Investment Management
New York
$944K -$578K -22,512 -38%
CMBA
243
C.M. Bidwell & Associates
Hawaii
$940K +$30.9K +1,204 +3%
SW
244
SteelPeak Wealth
California
$913K -$286K -11,140 -24%
WSTAM
245
Wilbanks Smith & Thomas Asset Management
Virginia
$909K +$50.2K +1,952 +6%
Susquehanna International Group
246
Susquehanna International Group
Pennsylvania
$908K -$1.3M -50,634 -59%
BFPW
247
BOK Financial Private Wealth
Colorado
$900K -$312K -12,150 -26%
JWM
248
Janiczek Wealth Management
Colorado
$889K +$24.6K +958 +3%
CA
249
Cambridge Advisors
Nebraska
$885K +$28.9K +1,124 +3%
LFA
250
Landmark Financial Advisors
Kentucky
$882K -$250K -9,740 -22%
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