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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
$466M
2
Bank of America
Bank of America
North Carolina
$1.22B
3
DC
Davenport & Co
Virginia
$75.8M
4
Stifel Financial
Stifel Financial
Missouri
$94.5M
5
KFA
Krane Funds Advisors
New York
$35.6M

Top Sellers

1
NA
NextCapital Advisers
Illinois
$234K
2
WFS
Weitzel Financial Services
Iowa
$2.84M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$234K
4
EEP
Edgehill Endowment Partners
Connecticut
$41.4M
5
Renaissance Technologies
Renaissance Technologies
New York
$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
WHG
401
Westwood Holdings Group
Texas
$205K – – –
APCM
402
Alaska Permanent Capital Management
Alaska
$202K – – –
PA
403
PFG Advisors
Arizona
$201K -$86.6K -3,382 -30%
CIA
404
Capital Investment Advisors
Georgia
$201K +$201K +7,860 New
CAAS
405
Capital Asset Advisory Services
Michigan
$190K -$18.5K -724 -9%
CHA
406
Carmichael Hill & Associates
Maryland
$190K +$14.9K +580 +8%
BWL
407
Bogart Wealth LLC
Virginia
$188K -$13.5K -528 -7%
BAM
408
Bellevue Asset Management
Washington
$185K – – –
Northwestern Mutual Wealth Management
409
Northwestern Mutual Wealth Management
Wisconsin
$182K +$5.6K +220 +3%
US Bancorp
410
US Bancorp
Minnesota
$176K -$66.3K -2,590 -27%
LCM
411
Logan Capital Management
Pennsylvania
$170K – – –
CWM
412
Cedar Wealth Management
California
$167K +$11.7K +458 +8%
AIM
413
Anchor Investment Management
South Carolina
$162K -$6.4K -250 -4%
BAM
414
Belpointe Asset Management
Nevada
$158K -$1.28K -50 -0.8%
PA
415
Parallel Advisors
California
$151K -$1.13K -44 -0.7%
RCC
416
Red Cedar Capital
Nebraska
$139K +$307 +12 +0.2%
ST
417
Smithfield Trust
Pennsylvania
$133K +$133K +5,200 New
EVM
418
Eaton Vance Management
Massachusetts
$109K -$27.1K -1,320 -20%
OIA
419
Optimum Investment Advisors
Illinois
$102K – – –
FDCDDQ
420
Federation des caisses Desjardins du Quebec
Quebec, Canada
$99K – – –
HDIM
421
Hanson & Doremus Investment Management
Vermont
$97K +$97K +3,778 New
SIM
422
Sonora Investment Management
Arizona
$82K +$82K +3,200 New
HI
423
Hendershot Investments
Virginia
$75K +$8.98K +350 +14%
CFA
424
Carroll Financial Associates
North Carolina
$75K +$49.5K +1,944 +194%
HNB
425
Huntington National Bank
Ohio
$74K -$76K – –
15 16
17
18 19