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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

473 hedge funds and large institutions have $6.28B invested in Schwab Short-Term US Treasury ETF in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 187 increasing their positions, 180 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-11
Holders Change %
-2.27%
% of All Funds
8.26%
Holding in Top 10
50
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.66%
% of All Funds
0.87%
New
39
Increased
187
Reduced
180
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.57B
2
WFS
Weitzel Financial Services
Iowa
+$47.8M
3
AC
Apella Capital
Connecticut
+$33.6M
4
EEP
Edgehill Endowment Partners
Connecticut
+$30M
5
HI
Harbour Investments
Wisconsin
+$25.7M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$22.1M
2
SPA
Sentinel Pension Advisors
Massachusetts
-$18.9M
3
Truist Financial
Truist Financial
North Carolina
-$18.9M
4
Ameriprise
Ameriprise
Minnesota
-$16.9M
5
DF
Donoghue Forlines
Massachusetts
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
251
Gemmer Asset Management
California
$774K -$24.4K -952 -3%
CAN
252
Cetera Advisor Networks
California
$770K +$173K +6,734 +29%
LNC
253
Lincoln National Corp
Pennsylvania
$760K +$2.2K +86 +0.3%
BCM
254
Brookstone Capital Management
Illinois
$757K +$508K +19,836 +204%
WSTAM
255
Wilbanks Smith & Thomas Asset Management
Virginia
$753K +$359 +14 +0%
MI
256
Moneywise Inc
Virginia
$739K -$55K -2,150 -7%
PFGIA
257
Patriot Financial Group Insurance Agency
Massachusetts
$715K +$95.1K +3,714 +15%
RPG
258
Resource Planning Group
Georgia
$714K +$2.66K +104 +0.4%
FWM
259
Frontier Wealth Management
Missouri
$712K +$712K +27,784 New
BCM
260
Blume Capital Management
California
$704K -$66.7K -2,606 -9%
BWM
261
Blossom Wealth Management
California
$703K -$8.66K -338 -1%
Bessemer Group
262
Bessemer Group
New Jersey
$700K +$700K +27,336 New
SWA
263
Sightline Wealth Advisors
Connecticut
$699K +$51 +2 +0%
DAC
264
Dividend Assets Capital
South Carolina
$693K -$128K -5,014 -16%
UB
265
UMB Bank
Missouri
$690K +$115K +4,480 +20%
RW
266
REDW Wealth
New Mexico
$688K -$37.5K -1,462 -5%
LFA
267
Landmark Financial Advisors
Kentucky
$686K -$91.3K -3,562 -12%
GHA
268
GW Henssler & Associates
Georgia
$682K +$682K +26,614 New
BFG
269
Bouchey Financial Group
New York
$676K -$6.46K -252 -0.9%
GLLW
270
Graves Light Lenhart Wealth
Virginia
$666K – – –
FC
271
Financial Consulate
Maryland
$662K – – –
MSFS
272
Main Street Financial Solutions
Pennsylvania
$656K +$512 +20 +0.1%
LFS
273
Lutz Financial Services
Nebraska
$655K +$615 +24 +0.1%
NRI
274
NFP Retirement Inc
California
$653K -$318K -12,402 -33%
AWS
275
AJ Wealth Strategies
New York
$651K -$769K -30,000 -54%
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