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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.

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

Top Sellers

1
NA
NextCapital Advisers
Illinois
$155M
2
VNA
Valley National Advisers
Pennsylvania
$30.3M
3
MWP
Meridian Wealth Partners
Pennsylvania
$12.3M
4
FAIM
Financial Advocates Investment Management
Washington
$2.06M
5
Wells Fargo
Wells Fargo
California
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DF
501
Donoghue Forlines
Massachusetts
– -$4.41M -171,054 Closed
CWM
502
Centric Wealth Management
Illinois
– -$1.26M -49,700 Closed
Mackenzie Financial
503
Mackenzie Financial
Ontario, Canada
– -$1M -38,918 Closed
SCM
504
Stonehearth Capital Management
Massachusetts
– -$853K -33,124 Closed
TI
505
Trexquant Investment
Connecticut
– -$559K -21,710 Closed
PPW
506
Pasadena Private Wealth
California
– -$413K -16,050 Closed
AIP
507
Almanack Investment Partners
Pennsylvania
– -$394K -15,348 Closed
Bank of New York Mellon
508
Bank of New York Mellon
New York
– -$370K -14,368 Closed
SSWM
509
Smith Salley Wealth Management
North Carolina
– -$316K -12,260 Closed
BFA
510
Beaumont Financial Advisors
Massachusetts
– -$309K -12,012 Closed
SWM
511
SVA Wealth Management
Wisconsin
– -$242K -9,390 Closed
IAA
512
Independent Advisor Alliance
North Carolina
– -$229K -8,926 Closed
FSWA
513
Financial Synergies Wealth Advisors
Texas
– -$230K -8,926 Closed
AWA
514
Alaska Wealth Advisors
Alaska
– -$224K -8,718 Closed
APP
515
Avantax Planning Partners
Iowa
– -$215K -8,354 Closed
HF
516
HRT Financial
New York
– -$209K -8,144 Closed
JWM
517
JFG Wealth Management
Colorado
– -$152K -5,884 Closed
TCOV
518
Trust Company of Vermont
Vermont
– -$92K -3,576 Closed
HCA
519
Horan Capital Advisors
Ohio
– -$91K -3,552 Closed
SC
520
Slow Capital
California
– -$82K -3,180 Closed
FHA
521
Flagship Harbor Advisors
Massachusetts
– -$67K -2,624 Closed
NIC
522
Northwest Investment Counselors
Oregon
– -$31K -1,220 Closed
CTC
523
Central Trust Company
Missouri
– -$27K -1,040 Closed
HI
524
Human Investing
Oregon
– -$20K -772 Closed
CFB
525
Cullen/Frost Bankers
Texas
– -$12K -450 Closed
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