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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

521 hedge funds and large institutions have $6.5B invested in Schwab Short-Term US Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 160 increasing their positions, 202 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+37
Holders Change %
+7.64%
% of All Funds
8.05%
Holding in Top 10
56
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.86%
New
91
Increased
160
Reduced
202
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Alesco Advisors
New York
$84.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.81B
3
AssetMark Inc
3
AssetMark Inc
California
$40.8M
4
FA
4
Faithward Advisors
Pennsylvania
$22.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$20.1M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$110M
2
HI
2
Harbour Investments
Wisconsin
$3.75M
3
DC
3
Davenport & Co
Virginia
$51.1M
4
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$7.92M
5
Bank of America
5
Bank of America
North Carolina
$1.2B
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
451
Versant Capital Management
Arizona
$94K +$34.7K +1,360 +58%
TFP
452
Tilia Fiduciary Partners
North Carolina
$79K +$79K +3,100 New
FFA
453
Founders Financial Alliance
North Carolina
$77K +$12.1K +474 +19%
CFA
454
Carroll Financial Associates
North Carolina
$73K -$1.06K -42 -1%
RFA
455
Reilly Financial Advisors
California
$73K – – –
Fifth Third Bancorp
456
Fifth Third Bancorp
Ohio
$73K +$73K +2,884 New
HNB
457
Huntington National Bank
Ohio
$72K -$74K – –
FPS
458
Fieldpoint Private Securities
Connecticut
$69K -$443K -17,502 -87%
BAM
459
Baldrige Asset Management
Pennsylvania
$60K – – –
Fidelity Investments
460
Fidelity Investments
Massachusetts
$59K +$34.9K +1,364 +145%
FRA
461
Front Row Advisors
California
$58K – – –
PA
462
Parallel Advisors
California
$53K -$95.9K -3,794 -64%
CCP
463
Clarkston Capital Partners
Michigan
$50K +$51 +2 +0.1%
FFWM
464
Future Financial Wealth Management
Ohio
$49K +$49K +1,934 New
APC
465
Aspire Private Capital
North Carolina
$46K +$46K +1,818 New
CAAS
466
Capital Asset Advisory Services
Michigan
$43K -$146K -5,732 -77%
EWM
467
Evermay Wealth Management
Virginia
$42K -$23.9K -950 -36%
IRC
468
Investors Research Corp
Georgia
$42K – – –
WFA
469
West Financial Advisors
Iowa
$42K +$42K +1,634 New
LWANC
470
Laurel Wealth Advisors (North Carolina)
North Carolina
$40K -$16.8K -666 -30%
FGAM
471
Financial Gravity Asset Management
Texas
$39.5K +$10.8K +586 +38%
AWM
472
AllSquare Wealth Management
New York
$38K – – –
PB
473
Pinnacle Bancorp
Nebraska
$37K – – –
TLFA
474
True Link Financial Advisors
California
$36K – – –
AA
475
Ancora Advisors
Ohio
$34K +$32.9K +1,298 +3,090%
17 18
19
20 21