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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.

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
1
JPMorgan Chase & Co
New York
$156M
2
SEI Investments
2
SEI Investments
Pennsylvania
$278M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$29.2M
4
Charles Schwab
4
Charles Schwab
California
$87.2M
5
Ameriprise
5
Ameriprise
Minnesota
$481M

Top Sellers

1
NA
1
NextCapital Advisers
Illinois
$155M
2
VNA
2
Valley National Advisers
Pennsylvania
$30.3M
3
MWP
3
Meridian Wealth Partners
Pennsylvania
$12.3M
4
FAIM
4
Financial Advocates Investment Management
Washington
$2.06M
5
Wells Fargo
5
Wells Fargo
California
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCPWM
26
Traverso Chambers Private Wealth Management
California
$26.4M +$177K +6,906 +0.7%
UCFA
27
United Capital Financial Advisors
Texas
$25.9M +$209K +8,132 +0.8%
CF
28
Corrigan Financial
Rhode Island
$25.7M +$111K +4,302 +0.4%
VCM
29
Vivaldi Capital Management
Illinois
$25.6M -$2.84M -110,356 -10%
DW
30
Domani Wealth
Pennsylvania
$24.8M +$718K +27,930 +3%
AWE
31
Avidian Wealth Enterprises
Texas
$23.6M +$9.77M +380,326 +71%
Mariner
32
Mariner
Kansas
$22.9M +$877K +34,112 +4%
MIM
33
Morningstar Investment Management
Illinois
$22.7M -$5.33M -207,336 -19%
CIC
34
Carnegie Investment Counsel
Ohio
$22.5M -$3.77M -146,536 -14%
TFS
35
TrustCore Financial Services
Tennessee
$22.5M +$5.61M +218,206 +33%
Renaissance Technologies
36
Renaissance Technologies
New York
$21.1M +$6.2M +241,400 +42%
WFA
37
WestHill Financial Advisors
California
$20.8M +$20.8M +808,120 New
RC
38
Roundview Capital
New Jersey
$19.4M +$793K +30,860 +4%
ATI
39
Act Two Investors
California
$19.1M +$2.15M +83,650 +13%
GGS
40
Galvin Gaustad & Stein
Arizona
$17.3M +$17.3M +671,730 New
RJFSA
41
Raymond James Financial Services Advisors
Florida
$16.7M -$4.13M -160,798 -20%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$15.9M +$3M +116,574 +23%
HWA
43
Heartwood Wealth Advisors
Virginia
$15M +$420K +16,356 +3%
MAM
44
Marotta Asset Management
Virginia
$14.7M +$846K +32,918 +6%
SWM
45
Strategic Wealth Management
Washington
$14.4M – – –
HighTower Advisors
46
HighTower Advisors
Illinois
$14M +$124K +4,818 +0.9%
WFA
47
Websterrogers Financial Advisors
South Carolina
$13.9M +$13.9M +542,526 New
CFA
48
Cahill Financial Advisors
Minnesota
$13.6M +$146K +5,676 +1%
Citigroup
49
Citigroup
New York
$13.5M -$5.48M -213,408 -29%
CMP
50
Courage Miller Partners
Virginia
$13.1M +$664K +25,848 +5%
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