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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 %
MA
526
MCF Advisors
Kentucky
– -$1.19M -46,570 Closed
SBH
527
Segall Bryant & Hamill
Illinois
– -$512K -19,982 Closed
Bank of Montreal
528
Bank of Montreal
Ontario, Canada
– -$463K -18,082 Closed
GRP
529
Global Retirement Partners
California
– -$418K -16,334 Closed
SWM
530
Shakespeare Wealth Management
Wisconsin
– -$414K -16,158 Closed
SI
531
SimpliFi Inc
California
– -$386K -15,082 Closed
CPIG
532
Chicago Partners Investment Group
Illinois
– -$360K -14,132 Closed
BAM
533
Barrett Asset Management
New York
– -$311K -12,150 Closed
AWM
534
Aprio Wealth Management
Georgia
– -$310K -12,102 Closed
MWM
535
Modera Wealth Management
New Jersey
– -$291K -11,382 Closed
SKK
536
Shepherd Kaplan Krochuk
Massachusetts
– -$283K -11,040 Closed
SAMC
537
Spectrum Asset Management (California)
California
– -$277K -10,820 Closed
CCM
538
Coldstream Capital Management
Washington
– -$272K -10,550 Closed
ABC
539
Associated Banc-Corp
Wisconsin
– -$265K -10,368 Closed
GCA
540
Gradient Capital Advisors
California
– -$260K -10,162 Closed
KOC
541
Koss-Olinger Consulting
Florida
– -$254K -9,940 Closed
FFN
542
Focus Financial Network
Minnesota
– -$250K -9,764 Closed
RSWM
543
Robertson Stephens Wealth Management
California
– -$245K -9,602 Closed
KA
544
Klingman & Associates
New York
– -$244K -9,548 Closed
EF
545
Empirical Finance
Pennsylvania
– -$241K -9,414 Closed
NA
546
NextCapital Advisers
Illinois
– -$234K -9,164 Closed
SDWMA
547
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$226K -8,844 Closed
BMO
548
Beck Mack & Oliver
New York
– -$225K -8,772 Closed
S
549
SimplyRich
California
– -$214K -8,400 Closed
MCM
550
Mengis Capital Management
Oregon
– -$206K -8,060 Closed
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