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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 %
OWM
351
Opes Wealth Management
California
$360K – – –
Rockefeller Capital Management
352
Rockefeller Capital Management
New York
$356K +$7.85K +306 +2%
CA
353
Callahan Advisors
Texas
$354K -$40.5K -1,574 -10%
RA
354
RFG Advisory
Alabama
$353K – – –
SFM
355
Signet Financial Management
New Jersey
$348K -$42.2K -1,642 -11%
GIA
356
GHP Investment Advisors
Colorado
$344K -$74.3K -2,890 -18%
AP
357
Appleton Partners
Massachusetts
$339K – – –
IF
358
Intrua Financial
Texas
$339K +$35K +1,362 +12%
BJL
359
Brighton Jones LLC
Washington
$335K +$335K +13,040 New
EF
360
Empirical Finance
Pennsylvania
$334K – – –
ECM
361
Exchange Capital Management
Michigan
$332K -$4.58K -178 -1%
SWP
362
Stratos Wealth Partners
Ohio
$330K +$154 +6 +0%
CWA
363
Clearview Wealth Advisors
Oregon
$328K +$328K +12,760 New
WA
364
WBH Advisory
Maryland
$327K -$7.71K -300 -2%
CCM
365
Carlson Capital Management
Minnesota
$323K -$80.7K -3,148 -20%
SL
366
Savior LLC
Massachusetts
$323K +$215K +8,386 +200%
LJAC
367
L.J. Altfest & Co
New York
$321K -$93.4K -3,632 -23%
ACS
368
Archford Capital Strategies
Illinois
$320K +$28.5K +1,108 +10%
PL
369
Plancorp LLC
Missouri
$320K +$65.7K +2,554 +26%
RPA
370
Rock Point Advisors
Vermont
$315K – – –
SIS
371
SVB Investment Services
Utah
$312K -$407K -15,854 -57%
AFP
372
Ausdal Financial Partners
Iowa
$310K -$9.92K -386 -3%
LA
373
Latitude Advisors
Florida
$308K +$308K +11,968 New
IWM
374
IHT Wealth Management
Illinois
$302K +$99.5K +3,878 +49%
SFS
375
Sowell Financial Services
Arkansas
$301K +$1.54K +60 +0.5%
13 14
15
16 17