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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.

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 %
Morgan Stanley
76
Morgan Stanley
New York
$8.62M -$664K -25,826 -7%
UWM
77
USAdvisors Wealth Management
Minnesota
$8.46M -$6.12M -238,210 -42%
BIA
78
Bigelow Investment Advisors
Maine
$8.3M +$1.22M +47,426 +17%
BSB
79
Bangor Savings Bank
Maine
$8.24M -$1.88M -72,996 -19%
DIA
80
Dean Investment Associates
Ohio
$8.21M -$235K -9,152 -3%
CCM
81
Crabel Capital Management
California
$7.92M +$7.64M +297,300 +2,713%
FIM
82
Freedom Investment Management
Connecticut
$7.9M -$253K -9,846 -3%
AF
83
Advisornet Financial
Minnesota
$7.7M +$2.11M +82,034 +38%
PS
84
Planned Solutions
California
$7.67M +$5.75M +223,600 +299%
SWA
85
Stratos Wealth Advisors
Ohio
$7.66M +$1.73M +67,238 +29%
MFT
86
Moisand Fitzgerald Tamayo
Florida
$7.34M +$697K +27,124 +10%
SPA
87
Sentinel Pension Advisors
Massachusetts
$7.31M +$363K +14,124 +5%
PFA
88
Paradigm Financial Advisors
Missouri
$7.29M -$6.61M -257,046 -48%
ACG
89
Allen Capital Group
Nebraska
$7.25M -$1.01M -39,204 -12%
CHJWM
90
Carlton Hofferkamp & Jenks Wealth Management
Texas
$7.09M -$178K -6,918 -2%
SHWM
91
Smith & Howard Wealth Management
Georgia
$6.93M +$382K +14,880 +6%
MA
92
Modus Advisors
Minnesota
$6.73M +$531K +20,670 +9%
Truist Financial
93
Truist Financial
North Carolina
$6.65M +$93K +3,620 +1%
SSWM
94
Sheets Smith Wealth Management
North Carolina
$6.58M +$62.3K +2,426 +1%
LPL Financial
95
LPL Financial
California
$6.53M +$1.1M +42,756 +20%
FNT
96
First National Trust
Pennsylvania
$6.48M +$135K +5,272 +2%
SP
97
Successful Portfolios
Florida
$6.37M +$119K +4,642 +2%
JAG
98
Journey Advisory Group
Kentucky
$6.33M +$6.33M +246,328 New
CFD
99
Creative Financial Designs
Indiana
$6.3M +$1.75M +68,264 +39%
Citadel Advisors
100
Citadel Advisors
Florida
$6.2M +$2.99M +116,358 +93%
2 3
4
5 6