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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 Market Value Shares Shares
Change 		Shares
Change %
MWP
51
Meridian Wealth Partners
Pennsylvania
$14.7M 578,668 +12,530 +2%
GCM
52
G2 Capital Management
Ohio
$14.5M 570,028 +570,028 New
CFD
53
Creative Financial Designs
Indiana
$14.3M 560,820 +47,504 +9%
GGS
54
Galvin Gaustad & Stein
Arizona
$14.1M 556,508 -45,848 -8%
VCM
55
Vivaldi Capital Management
Illinois
$13.3M 523,688 -174,640 -25%
AWM
56
Avior Wealth Management
Nebraska
$12.8M 502,862 -3,452 -0.7%
SIM
57
Sterling Investment Management
Arizona
$12.6M 494,318 -26,354 -5%
WCF
58
West Coast Financial
California
$12.4M 486,192 +351,468 +261%
Morgan Stanley
59
Morgan Stanley
New York
$11.8M 465,872 +34,964 +8%
WIA
60
World Investment Advisors
California
$11.8M 469,806 -7,352 -2%
MML Investors Services
61
MML Investors Services
Massachusetts
$11.6M 455,694 -12,426 -3%
APC
62
Asset Planning Corporation
Tennessee
$11.4M 446,726 +15,352 +4%
LPL Financial
63
LPL Financial
California
$11.2M 440,106 +103,316 +31%
WOC
64
West Oak Capital
California
$10.6M 416,878 -15,400 -4%
MWM
65
MinichMacGregor Wealth Management
New York
$10.6M 416,422 +10,926 +3%
DP
66
DDD Partners
Washington
$10.2M 401,014 -10,048 -2%
Wells Fargo
67
Wells Fargo
California
$10.1M 396,752 -162,044 -29%
BSW
68
Buckingham Strategic Wealth
Missouri
$9.99M 392,714 -5,658 -1%
Truist Financial
69
Truist Financial
North Carolina
$9.73M 382,584 -812 -0.2%
JAG
70
Journey Advisory Group
Kentucky
$9.61M 377,770 +33,100 +10%
BIA
71
Bigelow Investment Advisors
Maine
$9.55M 375,764 +8,486 +2%
UBS Group
72
UBS Group
Switzerland
$9.55M 375,540 +75,884 +25%
LWM
73
Laidlaw Wealth Management
New York
$9.48M 372,876 +37,966 +11%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$9.29M 365,226 +484 +0.1%
MAWAG
75
Mid-American Wealth Advisory Group
Missouri
$9.09M 357,484 +357,484 New
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