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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 %
EK
526
Evensky & Katz
Florida
– -$8K -302 Closed
Luther King Capital Management (LKCM)
527
Luther King Capital Management (LKCM)
Texas
– -$4.07M – –
18 19 20 21
22