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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 %
SGCA
326
Steel Grove Capital Advisors
Tennessee
$435K – – –
BCWM
327
Bartlett & Co Wealth Management
Ohio
$434K -$55.2K -2,150 -11%
BC
328
Bartlett & Co
Ohio
$434K -$55.2K -2,150 -11%
TWP
329
Total Wealth Planning
Ohio
$432K -$2.01K -78 -0.5%
MCM
330
Mengis Capital Management
Oregon
$420K -$1.44M -56,212 -77%
HI
331
Hendershot Investments
Virginia
$419K +$34K +1,320 +9%
GRP
332
Global Retirement Partners
California
$415K – – –
WBC
333
West Branch Capital
Massachusetts
$414K -$308K -12,020 -43%
HCM
334
Hengehold Capital Management
Ohio
$412K +$51 +2 +0%
SHWM
335
Silicon Hills Wealth Management
Texas
$406K -$55.7K -2,172 -12%
AIS
336
American Investment Services
Massachusetts
$398K – – –
RPWA
337
Regent Peak Wealth Advisors
Georgia
$393K +$42.7K +1,662 +12%
CCG
338
Ceeto Capital Group
Florida
$385K – – –
DC
339
Davenport & Co
Virginia
$385K +$50.1K +1,952 +15%
GHA
340
GW Henssler & Associates
Georgia
$382K +$18.7K +728 +5%
SFG
341
SageGuard Financial Group
Tennessee
$380K +$380K +14,910 New
RG
342
Retirement Group
California
$379K +$80.1K +3,124 +27%
SAMC
343
Spectrum Asset Management (California)
California
$376K – – –
CCM
344
Chilton Capital Management
Texas
$375K -$10.5K -410 -3%
AMIM
345
Aull & Monroe Investment Management
Alabama
$370K -$4.57K -178 -1%
Northwestern Mutual Wealth Management
346
Northwestern Mutual Wealth Management
Wisconsin
$367K -$95.8K -3,734 -21%
SFC
347
SYM Financial Corp
Indiana
$366K -$732K -28,500 -67%
KPWS
348
Kestra Private Wealth Services
Texas
$364K +$364K +14,168 New
SI
349
SimpliFi Inc
California
$362K +$975 +38 +0.3%
EE
350
EWG Elevate
California
$361K -$4.16K -162 -1%
12 13
14
15 16