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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.

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
1
Ameriprise
Minnesota
$466M
2
Bank of America
2
Bank of America
North Carolina
$1.22B
3
DC
3
Davenport & Co
Virginia
$75.8M
4
Stifel Financial
4
Stifel Financial
Missouri
$94.5M
5
KFA
5
Krane Funds Advisors
New York
$35.6M

Top Sellers

1
NA
1
NextCapital Advisers
Illinois
$234K
2
WFS
2
Weitzel Financial Services
Iowa
$2.84M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$234K
4
EEP
4
Edgehill Endowment Partners
Connecticut
$41.4M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$2.19M
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$26M 1,014,344 -245,060 -19%
EWA
27
ERTS Wealth Advisors
Michigan
$25.4M 992,482 +536,190 +118%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$24.8M 967,564 -113,798 -11%
MIM
29
Morningstar Investment Management
Illinois
$24.3M 949,450 -4 -0%
WFA
30
WestHill Financial Advisors
California
$23.9M 932,972 +932,972 New
SWM
31
Strategic Wealth Management
Washington
$23.4M 914,836 +456,036 +99%
AWE
32
Avidian Wealth Enterprises
Texas
$23.4M 913,192 -18,060 -2%
DW
33
Domani Wealth
Pennsylvania
$23.1M 901,930 -47,562 -5%
UCFA
34
United Capital Financial Advisors
Texas
$22.5M 879,614 -34,986 -4%
ATI
35
Act Two Investors
California
$22.2M 868,656 -15,186 -2%
RC
36
Roundview Capital
New Jersey
$21M 819,456 +3,718 +0.5%
TFS
37
TrustCore Financial Services
Tennessee
$20.8M 812,408 +3,698 +0.5%
IA
38
IFS Advisors
Kansas
$19.9M 777,966 +348,834 +81%
CIC
39
Carnegie Investment Counsel
Ohio
$19M 741,598 -98,354 -12%
VCM
40
Vivaldi Capital Management
Illinois
$17.9M 698,328 +12,006 +2%
ACM
41
AlphaStar Capital Management
North Carolina
$17.7M 692,002 +247,622 +56%
CMP
42
Courage Miller Partners
Virginia
$17.4M 681,586 +127,062 +23%
HWA
43
Heartwood Wealth Advisors
Virginia
$17.2M 673,072 +18,666 +3%
MAM
44
Marotta Asset Management
Virginia
$16.5M 646,490 -570 -0.1%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$15.8M 616,174 +97,540 +19%
GGS
46
Galvin Gaustad & Stein
Arizona
$15.4M 602,356 -45,114 -7%
LIM
47
Leavell Investment Management
Alabama
$14.6M 569,944 +47,878 +9%
MWP
48
Meridian Wealth Partners
Pennsylvania
$14.5M 566,138 +18,902 +3%
Wells Fargo
49
Wells Fargo
California
$14.3M 558,796 -330,912 -37%
QAM
50
QCI Asset Management
New York
$14.3M 557,780 +42,060 +8%
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