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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

473 hedge funds and large institutions have $6.28B invested in Schwab Short-Term US Treasury ETF in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 187 increasing their positions, 180 reducing their positions, and 45 closing their positions.

Holders
473
Holders Change
-11
Holders Change %
-2.27%
% of All Funds
8.26%
Holding in Top 10
50
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.66%
% of All Funds
0.87%
New
39
Increased
187
Reduced
180
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.74B
2
WFS
2
Weitzel Financial Services
Iowa
$48.8M
3
AC
3
Apella Capital
Connecticut
$33.6M
4
EEP
4
Edgehill Endowment Partners
Connecticut
$71.3M
5
HI
5
Harbour Investments
Wisconsin
$50.5M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$12M
2
SPA
2
Sentinel Pension Advisors
Massachusetts
$1.45M
3
Truist Financial
3
Truist Financial
North Carolina
$9.92M
4
Ameriprise
4
Ameriprise
Minnesota
$333M
5
DF
5
Donoghue Forlines
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
REMPR
26
Roof Eidam Maycock Peralta (REMP)
California
$28.8M 1,122,880 -25,288 -2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$27.7M 1,081,362 +195,570 +22%
DC
28
Davenport & Co
Virginia
$27.5M 1,072,330 +153,134 +17%
DW
29
Domani Wealth
Pennsylvania
$24.3M 949,492 -81,626 -8%
MIM
30
Morningstar Investment Management
Illinois
$24.3M 949,454 -35,096 -4%
AWE
31
Avidian Wealth Enterprises
Texas
$23.8M 931,252 -30,032 -3%
UCFA
32
United Capital Financial Advisors
Texas
$23.4M 914,600 -15,360 -2%
ATI
33
Act Two Investors
California
$23.2M 883,842 +10,796 +1%
Wells Fargo
34
Wells Fargo
California
$22.8M 889,708 -1,794 -0.2%
CIC
35
Carnegie Investment Counsel
Ohio
$21.5M 839,952 -116 -0%
RC
36
Roundview Capital
New Jersey
$20.9M 815,738 +26,248 +3%
TFS
37
TrustCore Financial Services
Tennessee
$20.7M 808,710 -7,440 -0.9%
Renaissance Technologies
38
Renaissance Technologies
New York
$20.5M 799,016 +230,216 +40%
VCM
39
Vivaldi Capital Management
Illinois
$17.6M 686,322 -64,652 -9%
HWA
40
Heartwood Wealth Advisors
Virginia
$16.8M 654,406 +6,512 +1%
GGS
41
Galvin Gaustad & Stein
Arizona
$16.6M 647,470 -35,968 -5%
MAM
42
Marotta Asset Management
Virginia
$16.6M 647,060 -49,464 -7%
VNA
43
Valley National Advisers
Pennsylvania
$14.9M 581,752 -192,546 -25%
BS
44
Boenning & Scattergood
Pennsylvania
$14.4M 562,742 +562,742 New
CMP
45
Courage Miller Partners
Virginia
$14.2M 554,524 +28,584 +5%
MWP
46
Meridian Wealth Partners
Pennsylvania
$14M 547,236 +26,358 +5%
SIM
47
Sterling Investment Management
Arizona
$13.7M 533,502 +23,826 +5%
LIM
48
Leavell Investment Management
Alabama
$13.4M 522,066 – –
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$13.3M 518,634 -219,992 -30%
WFA
50
Websterrogers Financial Advisors
South Carolina
$13.3M 517,602 -17,724 -3%
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