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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

473 hedge funds and large institutions have $6.28B invested in Schwab Short-Term US Treasury ETF in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 187 increasing their positions, 180 reducing their positions, and 45 closing their positions.

Holders
473
Holders Change
-11
Holders Change %
-2.27%
% of All Funds
8.26%
Holding in Top 10
50
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.66%
% of All Funds
0.87%
New
39
Increased
187
Reduced
180
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.74B
2
WFS
2
Weitzel Financial Services
Iowa
$48.8M
3
AC
3
Apella Capital
Connecticut
$33.6M
4
EEP
4
Edgehill Endowment Partners
Connecticut
$71.3M
5
HI
5
Harbour Investments
Wisconsin
$50.5M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$12M
2
SPA
2
Sentinel Pension Advisors
Massachusetts
$1.45M
3
Truist Financial
3
Truist Financial
North Carolina
$9.92M
4
Ameriprise
4
Ameriprise
Minnesota
$333M
5
DF
5
Donoghue Forlines
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
QAM
51
QCI Asset Management
New York
$13.2M 515,720 +21,526 +4%
WIA
52
World Investment Advisors
California
$12.9M 504,772 -1,084 -0.2%
CFA
53
Cahill Financial Advisors
Minnesota
$12.7M 496,152 -3,924 -0.8%
APG
54
Abacus Planning Group
South Carolina
$12.7M 496,060 +54,834 +12%
AssetMark Inc
55
AssetMark Inc
California
$12M 470,270 -862,096 -65%
CFD
56
Creative Financial Designs
Indiana
$12M 467,260 +147,176 +46%
SWM
57
Strategic Wealth Management
Washington
$11.8M 458,800 – –
EWA
58
ERTS Wealth Advisors
Michigan
$11.7M 456,292 +190,668 +72%
MML Investors Services
59
MML Investors Services
Massachusetts
$11.6M 454,630 +25,070 +6%
AWM
60
Avior Wealth Management
Nebraska
$11.6M 453,952 +31,228 +7%
Mariner
61
Mariner
Kansas
$11.6M 451,152 -70,136 -13%
ACM
62
AlphaStar Capital Management
North Carolina
$11.4M 444,380 +29,034 +7%
PS
63
Planned Solutions
California
$11.3M 440,876 +33,372 +8%
IA
64
IFS Advisors
Kansas
$11M 429,132 +13,390 +3%
SHWM
65
Smith & Howard Wealth Management
Georgia
$10.4M 406,196 +135,782 +50%
HC
66
Hatton Consulting
Arizona
$10.3M 401,838 +56,228 +16%
AA
67
Alesco Advisors
New York
$9.94M 388,076 +4,270 +1%
Truist Financial
68
Truist Financial
North Carolina
$9.92M 387,234 -738,622 -66%
APC
69
Asset Planning Corporation
Tennessee
$9.68M 378,056 +9,444 +3%
DP
70
DDD Partners
Washington
$9.62M 375,588 -21,368 -5%
BSW
71
Buckingham Strategic Wealth
Missouri
$9.57M 373,574 -12,760 -3%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$9.38M 366,400 -123,024 -25%
LWM
73
Laidlaw Wealth Management
New York
$9.3M 363,266 +48,408 +15%
KF
74
Krilogy Financial
Missouri
$9.19M 358,876 +60,068 +20%
NFG
75
Northeast Financial Group
Pennsylvania
$8.98M 350,540 +26,218 +8%
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