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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

521 hedge funds and large institutions have $6.5B invested in Schwab Short-Term US Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 160 increasing their positions, 202 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+37
Holders Change %
+7.64%
% of All Funds
8.05%
Holding in Top 10
56
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.86%
New
91
Increased
160
Reduced
202
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
Alesco Advisors
New York
$84.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.81B
3
AssetMark Inc
AssetMark Inc
California
$40.8M
4
FA
Faithward Advisors
Pennsylvania
$22.5M
5
Citadel Advisors
Citadel Advisors
Florida
$20.1M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$110M
2
HI
Harbour Investments
Wisconsin
$3.75M
3
DC
Davenport & Co
Virginia
$51.1M
4
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$7.92M
5
Bank of America
Bank of America
North Carolina
$1.2B
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
226
STALEY CAPITAL ADVISERS
Pennsylvania
$1.25M -$2.8K -110 -0.2%
FAIM
227
Financial Advocates Investment Management
Washington
$1.23M -$63.2K -2,486 -5%
NCM
228
Northwest Capital Management
Oregon
$1.22M -$1.24M -49,264 -50%
SPA
229
Sentinel Pension Advisors
Massachusetts
$1.2M -$174K -6,830 -13%
IFA
230
Index Fund Advisors
California
$1.2M +$1.2M +47,150 New
TW
231
TrinityPoint Wealth
Connecticut
$1.19M -$612K -24,052 -34%
ECM
232
Evergreen Capital Management
Washington
$1.18M -$35.6K -1,400 -3%
AI
233
Atria Investments
North Carolina
$1.17M -$224K -8,830 -16%
APA
234
American Portfolios Advisors
New York
$1.14M -$84.9K -3,340 -7%
CCA
235
Cobblestone Capital Advisors
New York
$1.14M +$52.8K +2,076 +5%
DB
236
Dravo Bay
Delaware
$1.14M +$1.14M +44,858 New
KAS
237
Kestra Advisory Services
Texas
$1.12M -$1.01M -39,702 -47%
SBL
238
Sargent Bickham Lagudis
Colorado
$1.12M +$1.06M +41,822 +1,854%
MA
239
MUFG Americas
New York
$1.1M -$45.6K -1,794 -4%
PFGIA
240
Patriot Financial Group Insurance Agency
Massachusetts
$1.1M +$178K +7,020 +19%
IAS
241
IMA Advisory Services
Colorado
$1.09M -$16.6K -652 -2%
AWMG
242
Alliance Wealth Management Group
New Jersey
$1.08M +$1.12K +44 +0.1%
TCM
243
Towercrest Capital Management
Pennsylvania
$1.08M +$1.12K +44 +0.1%
SWM
244
SeaCrest Wealth Management
New York
$1.08M -$58K -2,280 -5%
MGIA
245
Moneta Group Investment Advisors
Missouri
$1.05M +$1.05M +41,416 New
JWM
246
Janiczek Wealth Management
Colorado
$1.05M +$53.4K +2,100 +5%
AAM
247
Austin Asset Management
Texas
$1.04M +$1.04M +40,906 New
FMC
248
First Merchants Corp
Indiana
$1.03M -$290K -11,392 -22%
BIP
249
Blueprint Investment Partners
North Carolina
$1.02M -$842K -33,112 -45%
DAC
250
Dividend Assets Capital
South Carolina
$1.02M +$50.8K +2,000 +5%
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