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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 %
PWM
351
PBMares Wealth Management
Virginia
$320K – – –
WA
352
WBH Advisory
Maryland
$319K -$2.91K -114 -0.9%
SFM
353
Signet Financial Management
New Jersey
$316K +$316K +12,340 New
SFP
354
Strategic Financial Partners
Oregon
$314K -$104K -4,066 -25%
AMIM
355
Aull & Monroe Investment Management
Alabama
$314K +$767 +30 +0.2%
BWM
356
BCS Wealth Management
Tennessee
$313K +$18.1K +706 +6%
AP
357
Appleton Partners
Massachusetts
$312K -$20.5K -800 -6%
BAM
358
Barrett Asset Management
New York
$311K -$25.6K -1,000 -8%
RPA
359
Rock Point Advisors
Vermont
$310K – – –
AWM
360
Aprio Wealth Management
Georgia
$310K +$310K +12,102 New
SFG
361
SageGuard Financial Group
Tennessee
$309K -$119K -4,652 -28%
SFWA
362
Summit Financial Wealth Advisors
Louisiana
$307K -$563 -22 -0.2%
GM
363
GeoWealth Management
Illinois
$294K +$7.95K +310 +3%
AP
364
Adero Partners
California
$294K +$27.7K +1,084 +10%
SHWM
365
Silicon Hills Wealth Management
Texas
$293K -$46K -1,796 -14%
IAA
366
Independent Advisor Alliance
North Carolina
$293K +$293K +11,452 New
CIM
367
Contravisory Investment Management
Massachusetts
$292K – – –
MWM
368
Modera Wealth Management
New Jersey
$291K +$291K +11,382 New
RPWA
369
Regent Peak Wealth Advisors
Georgia
$290K – – –
SA
370
SRH Advisors
Kansas
$290K – – –
WS
371
Wedbush Securities
California
$287K +$37.7K +1,472 +15%
TFCP
372
Twin Focus Capital Partners
Massachusetts
$285K – – –
SKK
373
Shepherd Kaplan Krochuk
Massachusetts
$283K – – –
WI
374
WBI Investments
New Jersey
$280K +$34.9K +1,386 +14%
SAMC
375
Spectrum Asset Management (California)
California
$277K -$97.3K -3,800 -26%
13 14
15
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