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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.

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 %
EWA
26
ERTS Wealth Advisors
Michigan
$26.7M +$1.46M +57,412 +6%
5L
27
55I LLC
Massachusetts
$25.4M -$11.6M -455,994 -31%
MIM
28
Morningstar Investment Management
Illinois
$24.6M +$500K +19,668 +2%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$24.1M -$1.73M -68,156 -7%
WFA
30
WestHill Financial Advisors
California
$24.1M +$335K +13,178 +1%
SWM
31
Strategic Wealth Management
Washington
$23.3M – – –
DW
32
Domani Wealth
Pennsylvania
$23.2M +$273K +10,742 +1%
FA
33
Faithward Advisors
Pennsylvania
$22.5M +$22.5M +886,534 New
AWE
34
Avidian Wealth Enterprises
Texas
$22.1M -$1.13M -44,268 -5%
UCFA
35
United Capital Financial Advisors
Texas
$21.7M -$656K -25,818 -3%
RC
36
Roundview Capital
New Jersey
$21M +$214K +8,404 +1%
PCM
37
Passive Capital Management
Maryland
$20.6M +$20.6M +808,302 New
Citadel Advisors
38
Citadel Advisors
Florida
$20.1M +$20.1M +791,022 New
CMP
39
Courage Miller Partners
Virginia
$19.3M +$1.93M +75,934 +11%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$18.7M -$5.91M -232,394 -24%
IA
41
IFS Advisors
Kansas
$18M -$1.79M -70,406 -9%
SGAM
42
Stephens Group Asset Management
Arkansas
$17.9M +$13.6M +534,540 +315%
HWA
43
Heartwood Wealth Advisors
Virginia
$17M -$101K -3,990 -0.6%
CIC
44
Carnegie Investment Counsel
Ohio
$16.8M -$2.04M -80,130 -11%
MAM
45
Marotta Asset Management
Virginia
$16.5M +$13.7K +540 +0.1%
TFS
46
TrustCore Financial Services
Tennessee
$15.7M -$4.95M -194,594 -24%
LIM
47
Leavell Investment Management
Alabama
$15.6M +$1.07M +42,240 +7%
Jane Street
48
Jane Street
New York
$15M +$12.5M +493,262 +504%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$14.9M -$734K -28,852 -5%
APG
50
Abacus Planning Group
South Carolina
$14.8M +$1.79M +70,552 +14%
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