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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 %
SF
101
Synovus Financial
Georgia
$6.17M -$102K -3,990 -2%
LA
102
LVW Advisors
New York
$6.12M +$747K +29,056 +14%
KC
103
Kingfisher Capital
North Carolina
$6.11M -$3.65K -142 -0.1%
KF
104
Krilogy Financial
Missouri
$5.98M +$1.02M +39,886 +21%
BA
105
Ballast Advisors
Minnesota
$5.89M +$491K +19,126 +9%
LWM
106
Laidlaw Wealth Management
New York
$5.84M +$2.5M +97,306 +75%
NFG
107
Northeast Financial Group
Pennsylvania
$5.72M +$5.72M +222,754 New
PAG
108
Private Advisor Group
New Jersey
$5.25M +$3.6M +139,924 +218%
FVWA
109
Foster Victor Wealth Advisors
South Carolina
$5.1M +$351K +13,640 +7%
DSAM
110
Dock Street Asset Management
Florida
$5.07M +$5.07M +197,298 New
UBS Group
111
UBS Group
Switzerland
$5.04M -$438K -17,060 -8%
SAM
112
SignalPoint Asset Management
Missouri
$5.02M +$201K +7,830 +4%
SB
113
Strategic Blueprint
Georgia
$4.96M +$4.96M +193,154 New
Financial Engines Advisors
114
Financial Engines Advisors
California
$4.95M -$250K -9,714 -5%
EWA
115
ERTS Wealth Advisors
Michigan
$4.94M -$4.82M -187,660 -49%
LCC
116
Lincoln Capital Corp
Rhode Island
$4.79M +$2.45M +95,294 +105%
FANJ
117
Financial Architects (New Jersey)
New Jersey
$4.62M -$439K -17,070 -9%
MIAN
118
Mariner Independent Advisor Network
Kansas
$4.51M +$4.51M +175,474 New
Millennium Management
119
Millennium Management
New York
$4.49M -$2.16M -83,908 -32%
JWS
120
Juncture Wealth Strategies
Arizona
$4.42M -$370K -14,384 -8%
SWA
121
SFMG Wealth Advisors
Texas
$4.3M -$5.18M -201,564 -55%
LWM
122
Lionsbridge Wealth Management
Florida
$4.27M -$336K -13,084 -7%
NCM
123
Nelson Capital Management
California
$4.22M -$1.99M -77,436 -32%
AWM
124
AE Wealth Management
Kansas
$4.03M -$7.83M -304,888 -66%
CW
125
CreativeOne Wealth
Kansas
$4.02M +$1.34M +52,074 +50%
3 4
5
6 7