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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
+$125M
2
Bank of America
Bank of America
North Carolina
+$50.6M
3
DC
Davenport & Co
Virginia
+$48.3M
4
Stifel Financial
Stifel Financial
Missouri
+$45M
5
KFA
Krane Funds Advisors
New York
+$29.9M

Top Sellers

1
NA
NextCapital Advisers
Illinois
-$168M
2
WFS
Weitzel Financial Services
Iowa
-$125M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$59.5M
4
EEP
Edgehill Endowment Partners
Connecticut
-$29.9M
5
Renaissance Technologies
Renaissance Technologies
New York
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DPI
276
Diversified Portfolios Inc
Michigan
$656K +$656K +25,630 New
LFS
277
Lutz Financial Services
Nebraska
$655K +$512 +20 +0.1%
SWA
278
Sightline Wealth Advisors
Connecticut
$654K -$43.7K -1,710 -6%
LAIC
279
Lederer & Associates Investment Counsel
California
$652K +$30.2K +1,178 +5%
NRI
280
NFP Retirement Inc
California
$650K -$2.97K -116 -0.5%
AWS
281
AJ Wealth Strategies
New York
$650K – – –
BCM
282
Blume Capital Management
California
$626K -$77.7K -3,036 -11%
LA
283
Latitude Advisors
Florida
$615K +$308K +12,016 +100%
PA
284
Procyon Advisors
Connecticut
$614K – – –
PWA
285
Providence Wealth Advisors
Illinois
$613K -$13.9K -544 -2%
EVC
286
Eidelman Virant Capital
Missouri
$611K -$25.7K -1,002 -4%
CCM
287
Crabel Capital Management
California
$596K +$300K +11,732 +101%
HA
288
Harborview Advisors
Maine
$589K +$69.8K +2,726 +13%
Rockefeller Capital Management
289
Rockefeller Capital Management
New York
$570K +$82.2K +3,212 +17%
MAFM
290
Mid Atlantic Financial Management
Pennsylvania
$561K +$56.4K +2,202 +11%
VC
291
Veery Capital
Delaware
$559K – – –
MWM
292
MBE Wealth Management
Wisconsin
$550K -$441K -17,262 -45%
TCM
293
Triumph Capital Management
Colorado
$547K +$547K +21,354 New
BDF
294
Black Diamond Financial
Maryland
$546K -$360K -14,054 -40%
DI
295
Diligent Investors
California
$546K – – –
KFS
296
Kaizen Financial Strategies
California
$545K +$545K +21,284 New
SIAG
297
Signet Investment Advisory Group
Rhode Island
$525K +$91K +3,556 +21%
BJL
298
Brighton Jones LLC
Washington
$525K +$114K +4,442 +28%
SB
299
Strategic Blueprint
Georgia
$521K -$1.01M -39,618 -66%
FPS
300
Fieldpoint Private Securities
Connecticut
$518K +$70.2K +2,742 +16%
10 11
12
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