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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.

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

Top Sellers

1
NA
NextCapital Advisers
Illinois
$234K
2
WFS
Weitzel Financial Services
Iowa
$2.84M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$234K
4
EEP
Edgehill Endowment Partners
Connecticut
$41.4M
5
Renaissance Technologies
Renaissance Technologies
New York
$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
476
Bedel Financial Consulting
Indiana
$4K +$4K +166 New
CWP
477
Concord Wealth Partners
Virginia
$3K -$2.05K -82 -41%
SPIA
478
Steward Partners Investment Advisory
New York
$3K -$1.79K -68 -37%
Qube Research & Technologies (QRT)
479
Qube Research & Technologies (QRT)
United Kingdom
$3K – – –
MWA
480
Moser Wealth Advisors
Washington
$2K – – –
CWC
481
Carolinas Wealth Consulting
North Carolina
$2K +$49 +2 +3%
TCWM
482
Total Clarity Wealth Management
Illinois
$2K +$2K +96 New
CIA
483
Choate Investment Advisors
Massachusetts
$1K – – –
AA
484
Ancora Advisors
Ohio
$1K +$1K +42 New
WIM
485
Westside Investment Management
California
$7 – – –
Citadel Advisors
486
Citadel Advisors
Florida
– -$2.08M -81,124 Closed
WC
487
Wealth CMT
New Jersey
– -$1.18M -45,976 Closed
Bessemer Group
488
Bessemer Group
New Jersey
– -$700K -27,336 Closed
GHA
489
GW Henssler & Associates
Georgia
– -$682K -26,614 Closed
Deutsche Bank
490
Deutsche Bank
Germany
– -$643K -25,104 Closed
PPWP
491
Proquility Private Wealth Partners
Nevada
– -$641K -25,048 Closed
Millennium Management
492
Millennium Management
New York
– -$504K -19,672 Closed
TF
493
Trek Financial
Arizona
– -$486K -18,970 Closed
FC
494
Ferris Capital
Massachusetts
– -$410K -16,022 Closed
AIS
495
American Investment Services
Massachusetts
– -$290K -11,324 Closed
IRAG
496
Investment Research & Advisory Group
Georgia
– -$266K -10,398 Closed
AWP
497
Abacus Wealth Partners
California
– -$259K -10,104 Closed
IF
498
Intrua Financial
Texas
– -$245K -9,576 Closed
OBWG
499
Onyx Bridge Wealth Group
New York
– -$230K -8,982 Closed
BFA
500
Bragg Financial Advisors
North Carolina
– -$225K -8,770 Closed
17 18 19
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