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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
1
JPMorgan Chase & Co
New York
$156M
2
SEI Investments
2
SEI Investments
Pennsylvania
$278M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$29.2M
4
Charles Schwab
4
Charles Schwab
California
$87.2M
5
Ameriprise
5
Ameriprise
Minnesota
$481M

Top Sellers

1
NA
1
NextCapital Advisers
Illinois
$155M
2
VNA
2
Valley National Advisers
Pennsylvania
$30.3M
3
MWP
3
Meridian Wealth Partners
Pennsylvania
$12.3M
4
FAIM
4
Financial Advocates Investment Management
Washington
$2.06M
5
Wells Fargo
5
Wells Fargo
California
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RRWA
51
Rainey & Randall Wealth Advisors
Florida
$13M -$1.03M -39,956 -7%
Jane Street
52
Jane Street
New York
$13M +$10.1M +392,180 +347%
MWP
53
Meridian Wealth Partners
Pennsylvania
$12.3M -$19M -740,456 -61%
LIM
54
Leavell Investment Management
Alabama
$12.1M -$6.59M -256,570 -35%
HI
55
Harrington Investments
California
$12M +$1.82M +70,682 +18%
QAM
56
QCI Asset Management
New York
$11.7M +$780K +30,338 +7%
SIM
57
Sterling Investment Management
Arizona
$11.4M +$574K +22,352 +5%
REMPR
58
Roof Eidam Maycock Peralta (REMP)
California
$11.3M +$1.65M +64,242 +17%
WIA
59
World Investment Advisors
California
$11.3M +$3.78M +147,126 +51%
APG
60
Abacus Planning Group
South Carolina
$10.7M +$454K +17,668 +4%
STA
61
Summit Trail Advisors
New York
$10.5M -$7.31M -284,468 -41%
ACM
62
AlphaStar Capital Management
North Carolina
$10.4M +$1.1M +42,784 +12%
BSW
63
Buckingham Strategic Wealth
Missouri
$10.3M +$2M +77,818 +24%
APW
64
Aurora Private Wealth
New Jersey
$10.3M +$356K +13,836 +4%
DBRC
65
D.B. Root & Company
Pennsylvania
$10.3M -$3.81M -148,174 -27%
MML Investors Services
66
MML Investors Services
Massachusetts
$9.93M +$1.21M +46,904 +14%
CGL
67
Clarius Group LLC
Washington
$9.43M -$219K -8,530 -2%
DP
68
DDD Partners
Washington
$9.25M +$8.33M +324,288 +909%
MWM
69
MinichMacGregor Wealth Management
New York
$9.23M -$1.77M -69,002 -16%
AA
70
Alesco Advisors
New York
$9.1M +$617K +24,020 +7%
HB
71
Homrich & Berg
Georgia
$8.96M +$459K +17,852 +5%
AWM
72
Avior Wealth Management
Nebraska
$8.96M +$486K +18,898 +6%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$8.81M +$3.86M +150,318 +78%
APC
74
Asset Planning Corporation
Tennessee
$8.79M +$8.79M +342,250 New
FCA
75
FLC Capital Advisors
California
$8.69M -$509K -19,822 -6%
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3
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