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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 %
SL
326
Savior LLC
Massachusetts
$369K +$40.1K +1,568 +12%
CST
327
Charles Schwab Trust
Nevada
$365K +$69.1K +2,698 +23%
GCA
328
Gradient Capital Advisors
California
$363K -$85.3K -3,336 -19%
WBC
329
West Branch Capital
Massachusetts
$362K +$409 +16 +0.1%
PFA
330
Paradigm Financial Advisors
Missouri
$360K – – –
CAG
331
Csenge Advisory Group
Florida
$360K +$360K +14,044 New
JWM
332
JFG Wealth Management
Colorado
$355K +$355K +13,856 New
BC
333
Bartlett & Co
Ohio
$354K -$113K -4,400 -24%
BCWM
334
Bartlett & Co Wealth Management
Ohio
$354K -$113K -4,400 -24%
CA
335
Callahan Advisors
Texas
$353K +$358 +14 +0.1%
SHWM
336
Silicon Hills Wealth Management
Texas
$339K -$35.9K -1,404 -10%
SWP
337
Stratos Wealth Partners
Ohio
$339K +$10.9K +424 +3%
BAM
338
Barrett Asset Management
New York
$337K +$256K +10,000 +317%
AP
339
Appleton Partners
Massachusetts
$332K -$5.48K -214 -2%
ECM
340
Exchange Capital Management
Michigan
$330K -$564 -22 -0.2%
ZIM
341
Zacks Investment Management
Illinois
$326K +$326K +12,728 New
WA
342
WBH Advisory
Maryland
$323K -$3.44K -134 -1%
PWM
343
PBMares Wealth Management
Virginia
$320K -$82.2K -3,208 -20%
AMIM
344
Aull & Monroe Investment Management
Alabama
$314K – – –
RPA
345
Rock Point Advisors
Vermont
$311K -$3.85K -150 -1%
SFWA
346
Summit Financial Wealth Advisors
Louisiana
$308K +$35.5K +1,384 +13%
LA
347
Latitude Advisors
Florida
$307K +$358 +14 +0.1%
LJAC
348
L.J. Altfest & Co
New York
$306K -$6.65K -260 -2%
RI
349
Ridgewood Investments
New Jersey
$300K +$46.2K +1,800 +18%
CCM
350
Crabel Capital Management
California
$296K -$8.88M -347,040 -97%
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