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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 %
IFS
251
Ifrah Financial Services
Arkansas
$881K -$9.05K -352 -1%
ICG
252
InterOcean Capital Group
Tennessee
$867K +$867K +33,740 New
SFG
253
Sovereign Financial Group
Connecticut
$866K +$866K +33,704 New
GAM
254
Gemmer Asset Management
California
$836K -$13.7K -534 -2%
CCA
255
Cobblestone Capital Advisors
New York
$818K +$30.3K +1,180 +4%
SG
256
Somerset Group
Minnesota
$807K +$26.7K +1,038 +3%
MI
257
Moneywise Inc
Virginia
$803K +$771 +30 +0.1%
HA
258
Harborview Advisors
Maine
$794K -$75.8K -2,948 -9%
PFA
259
Pure Financial Advisors
California
$789K +$130K +5,076 +20%
ECG
260
Edge Capital Group
Georgia
$771K +$771K +30,000 New
DIM
261
Delta Investment Management
California
$768K +$43.1K +1,678 +6%
KM
262
Kalos Management
Georgia
$767K -$236K -9,206 -24%
SSB
263
Sandy Spring Bank
Maryland
$762K +$750K +29,180 +6,399%
NRI
264
NFP Retirement Inc
California
$760K -$38.8K -1,510 -5%
RPG
265
Resource Planning Group
Georgia
$760K +$40.6K +1,580 +6%
LFS
266
Lutz Financial Services
Nebraska
$750K +$1.75K +68 +0.2%
BWM
267
Blossom Wealth Management
California
$742K +$742K +28,890 New
BFG
268
Bouchey Financial Group
New York
$735K -$27.4K -1,066 -4%
FWM
269
Frontier Wealth Management
Missouri
$730K -$38.4K -1,496 -5%
RW
270
REDW Wealth
New Mexico
$726K +$46.3K +1,802 +7%
EVC
271
Eidelman Virant Capital
Missouri
$725K -$37.5K -1,460 -5%
HFS
272
Howard Financial Services
Texas
$712K +$1.29K +50 +0.2%
CAL
273
Capital Analysts LLC
Pennsylvania
$712K +$140K +5,432 +24%
MAM
274
Marquette Asset Management
Minnesota
$705K +$494K +19,218 +233%
SWA
275
Sightline Wealth Advisors
Connecticut
$701K +$701K +27,272 New
9 10
11
12 13