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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 %
GLLW
276
Graves Light Lenhart Wealth
Virginia
$699K – – –
DAC
277
Dividend Assets Capital
South Carolina
$699K +$89.9K +3,500 +15%
MSFS
278
Main Street Financial Solutions
Pennsylvania
$687K +$687K +26,754 New
CA
279
Clearstead Advisors
Ohio
$685K -$380K -14,800 -36%
MSWMA
280
Market Street Wealth Management Advisors
Indiana
$683K +$13.6K +530 +2%
LNC
281
Lincoln National Corp
Pennsylvania
$673K +$1.13K +44 +0.2%
FC
282
Financial Consulate
Maryland
$664K – – –
IA
283
IFP Advisors
Florida
$661K +$181K +7,080 +38%
PPWP
284
Proquility Private Wealth Partners
Nevada
$654K +$654K +25,466 New
AWP
285
Abacus Wealth Partners
California
$627K +$627K +24,388 New
YIA
286
YHB Investment Advisors
Connecticut
$625K – – –
AIA
287
Arcadia Investment Advisors
Idaho
$622K -$54.9K -2,138 -8%
KWM
288
Kingsview Wealth Management
Oregon
$614K -$3.51M -136,670 -85%
NFG
289
Next Financial Group
Texas
$614K -$680K -26,486 -53%
VC
290
Veery Capital
Delaware
$611K +$611K +23,776 New
SFP
291
Strategic Financial Partners
Oregon
$609K -$1.06M -41,162 -63%
RF
292
RHS Financial
California
$601K -$188K -7,338 -24%
LRPA
293
L. Roy Papp & Associates
Arizona
$596K +$7.29K +284 +1%
FTUS
294
Flow Traders U.S.
New York
$593K +$593K +23,070 New
AFA
295
Atlanta Financial Associates
Georgia
$591K +$108K +4,182 +22%
HCM
296
Hilton Capital Management
New York
$583K -$273K -10,640 -32%
TIM
297
Tortoise Investment Management
New York
$571K -$43.2K -1,682 -7%
UB
298
UMB Bank
Missouri
$570K +$570K +22,188 New
CAN
299
Cetera Advisor Networks
California
$562K +$3.24K +126 +0.6%
BCM
300
Brookstone Capital Management
Illinois
$561K -$270K -10,498 -32%
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12
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