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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

484 hedge funds and large institutions have $6.4B invested in Schwab Short-Term US Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 190 increasing their positions, 175 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+11
Holders Change %
+2.33%
% of All Funds
8.5%
Holding in Top 10
56
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12%
% of All Funds
0.98%
New
50
Increased
190
Reduced
175
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$466M
2
Bank of America
Bank of America
North Carolina
$1.22B
3
DC
Davenport & Co
Virginia
$75.8M
4
Stifel Financial
Stifel Financial
Missouri
$94.5M
5
KFA
Krane Funds Advisors
New York
$35.6M

Top Sellers

1
NA
NextCapital Advisers
Illinois
$234K
2
WFS
Weitzel Financial Services
Iowa
$2.84M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$234K
4
EEP
Edgehill Endowment Partners
Connecticut
$41.4M
5
Renaissance Technologies
Renaissance Technologies
New York
$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
226
SeaCrest Wealth Management
New York
$1.14M -$57.7K -2,254 -5%
GCA
227
Genesee Capital Advisors
New York
$1.12M +$1.12M +43,762 New
IAS
228
IMA Advisory Services
Colorado
$1.11M +$20.4K +798 +2%
CCA
229
Cobblestone Capital Advisors
New York
$1.09M -$2.05K -80 -0.2%
AWMG
230
Alliance Wealth Management Group
New Jersey
$1.08M +$73K +2,852 +7%
TCM
231
Towercrest Capital Management
Pennsylvania
$1.08M +$73K +2,852 +7%
SWA
232
SFMG Wealth Advisors
Texas
$1.08M -$1.71M -66,626 -61%
WWM
233
WT Wealth Management
Arizona
$1.08M -$112K -4,392 -9%
AWS
234
Arkfeld Wealth Strategies
Nebraska
$1.04M +$460 +18 +0%
AHC
235
Anderson Hoagland & Co
Missouri
$1.02M -$64.9K -2,536 -6%
JWM
236
Janiczek Wealth Management
Colorado
$1M +$47.5K +1,854 +5%
IFS
237
Ifrah Financial Services
Arkansas
$993K +$37.4K +1,462 +4%
CAL
238
Capital Analysts LLC
Pennsylvania
$982K +$13K +508 +1%
DAC
239
Dividend Assets Capital
South Carolina
$971K +$278K +10,862 +40%
SCM
240
Seascape Capital Management
New Hampshire
$940K +$33.2K +1,298 +4%
PFGIA
241
Patriot Financial Group Insurance Agency
Massachusetts
$926K +$211K +8,250 +30%
RPG
242
Resource Planning Group
Georgia
$921K +$208K +8,108 +29%
RF
243
RHS Financial
California
$892K -$47.7K -1,866 -5%
CA
244
Cambridge Advisors
Nebraska
$892K – – –
AIM
245
AMI Investment Management
Indiana
$872K -$3.07K -120 -0.4%
PFA
246
Pure Financial Advisors
California
$863K -$12.9K -504 -1%
SG
247
Somerset Group
Minnesota
$839K -$4.35K -170 -0.5%
RIA
248
Realta Investment Advisors
Delaware
$833K -$28K -1,094 -3%
CAN
249
Cetera Advisor Networks
California
$829K +$60.1K +2,348 +8%
CWM
250
Cabot Wealth Management
Massachusetts
$825K – – –
8 9
10
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