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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
$156M
2
SEI Investments
SEI Investments
Pennsylvania
$278M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$29.2M
4
Charles Schwab
Charles Schwab
California
$87.2M
5
Ameriprise
Ameriprise
Minnesota
$481M

Top Sellers

1
NA
NextCapital Advisers
Illinois
$155M
2
VNA
Valley National Advisers
Pennsylvania
$30.3M
3
MWP
Meridian Wealth Partners
Pennsylvania
$12.3M
4
FAIM
Financial Advocates Investment Management
Washington
$2.06M
5
Wells Fargo
Wells Fargo
California
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFS
376
CRA Financial Services
New Jersey
$299K -$343K -13,358 -53%
BWM
377
BCS Wealth Management
Tennessee
$295K – – –
SA
378
SRH Advisors
Kansas
$291K – – –
AP
379
Adero Partners
California
$290K -$51 -2 -0%
SFWA
380
Summit Financial Wealth Advisors
Louisiana
$288K +$12.9K +502 +5%
LB
381
Legacy Bridge
Iowa
$274K – – –
SPC
382
Sigma Planning Corp
Michigan
$273K +$23.2K +902 +9%
CCM
383
Coldstream Capital Management
Washington
$271K +$205 +8 +0.1%
CA
384
Cetera Advisors
Colorado
$269K +$3.59K +140 +1%
BAM
385
Bellevue Asset Management
Washington
$258K – – –
EH
386
Equitable Holdings
New York
$255K -$206K -8,000 -45%
RCA
387
Rowland Carmichael Advisors
Arizona
$252K -$14.9K -580 -6%
VPIM
388
Vanguard Personalized Indexing Management
California
$252K +$720 +28 +0.3%
BPB
389
Badgley, Phelps & Bell
Washington
$252K +$252K +9,810 New
ADL
390
Asset Dedication LLC
California
$251K -$49.9K -1,934 -17%
CCP
391
Cardan Capital Partners
Colorado
$247K +$17.2K +668 +7%
RSWM
392
Robertson Stephens Wealth Management
California
$246K -$113K -4,418 -32%
CAAS
393
Capital Asset Advisory Services
Michigan
$245K +$20.3K +790 +9%
BDWCC
394
B&D White Capital Company
Texas
$245K +$245K +9,538 New
SDWMA
395
Schneider Downs Wealth Management Advisors
Pennsylvania
$243K -$6.47K -252 -3%
CB
396
Commerce Bank
Missouri
$238K -$3.86K -150 -2%
EWM
397
Evermay Wealth Management
Virginia
$237K -$23.1K -900 -9%
APA
398
American Portfolios Advisors
New York
$234K -$1.17M -45,724 -83%
OPS
399
Orion Portfolio Solutions
Nebraska
$229K +$229K +8,920 New
CTFG
400
Capstone Triton Financial Group
Oklahoma
$227K +$227K +8,832 New
14 15
16
17 18