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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

484 hedge funds and large institutions have $6.4B invested in Schwab Short-Term US Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 190 increasing their positions, 175 reducing their positions, and 34 closing their positions.

Holders
484
Holders Change
+11
Holders Change %
+2.33%
% of All Funds
8.5%
Holding in Top 10
56
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12%
% of All Funds
0.98%
New
50
Increased
190
Reduced
175
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$466M
2
Bank of America
2
Bank of America
North Carolina
$1.22B
3
DC
3
Davenport & Co
Virginia
$75.8M
4
Stifel Financial
4
Stifel Financial
Missouri
$94.5M
5
KFA
5
Krane Funds Advisors
New York
$35.6M

Top Sellers

1
NA
1
NextCapital Advisers
Illinois
$234K
2
WFS
2
Weitzel Financial Services
Iowa
$2.84M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$234K
4
EEP
4
Edgehill Endowment Partners
Connecticut
$41.4M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$2.19M
Name Market Value Shares Shares
Change 		Shares
Change %
WFA
51
Websterrogers Financial Advisors
South Carolina
$13.9M 541,508 +23,906 +5%
BS
52
Boenning & Scattergood
Pennsylvania
$13.5M 526,062 -36,680 -7%
SIM
53
Sterling Investment Management
Arizona
$13.3M 520,672 -12,830 -2%
CFD
54
Creative Financial Designs
Indiana
$13.1M 513,316 +46,056 +10%
APG
55
Abacus Planning Group
South Carolina
$13.1M 510,036 +13,976 +3%
AWM
56
Avior Wealth Management
Nebraska
$13M 506,314 +52,362 +12%
VNA
57
Valley National Advisers
Pennsylvania
$12.4M 483,370 -98,382 -17%
CFA
58
Cahill Financial Advisors
Minnesota
$12.3M 478,926 -17,226 -3%
WIA
59
World Investment Advisors
California
$12.2M 477,158 -27,614 -5%
AssetMark Inc
60
AssetMark Inc
California
$12.2M 477,074 +6,804 +1%
MML Investors Services
61
MML Investors Services
Massachusetts
$12M 468,120 +13,490 +3%
BCP
62
Blackhawk Capital Partners
Wisconsin
$11.9M 463,268 +366,752 +380%
HC
63
Hatton Consulting
Arizona
$11.6M 452,564 +50,726 +13%
SHWM
64
Smith & Howard Wealth Management
Georgia
$11.5M 448,436 +42,240 +10%
AA
65
Alesco Advisors
New York
$11.3M 441,726 +53,650 +14%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$11.2M 438,368 +304,010 +226%
WOC
67
West Oak Capital
California
$11.1M 432,278 +145,560 +51%
APC
68
Asset Planning Corporation
Tennessee
$11M 431,374 +53,318 +14%
Morgan Stanley
69
Morgan Stanley
New York
$11M 430,908 +91,552 +27%
Mariner
70
Mariner
Kansas
$10.8M 422,404 -28,748 -6%
PGWM
71
Parisi Gray Wealth Management
New Jersey
$10.5M 411,462 +300,018 +269%
DP
72
DDD Partners
Washington
$10.5M 411,062 +35,474 +9%
MWM
73
MinichMacGregor Wealth Management
New York
$10.4M 405,496 +196,928 +94%
BSW
74
Buckingham Strategic Wealth
Missouri
$10.2M 398,372 +24,798 +7%
Truist Financial
75
Truist Financial
North Carolina
$9.81M 383,396 -3,838 -1%
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