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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
PAG
101
Private Advisor Group
New Jersey
$6.13M +$693K +27,062 +13%
SF
102
Synovus Financial
Georgia
$6.11M +$39.2K +1,530 +0.6%
MPM
103
Meritage Portfolio Management
Kansas
$6.09M +$3.43M +133,882 +129%
KC
104
Kingfisher Capital
North Carolina
$6.09M +$99.7K +3,892 +2%
LA
105
LVW Advisors
New York
$6.07M -$77.7K -3,036 -1%
CGL
106
Clarius Group LLC
Washington
$5.94M -$2.85M -111,450 -32%
SWA
107
Stratos Wealth Advisors
Ohio
$5.85M -$122K -4,758 -2%
Jane Street
108
Jane Street
New York
$5.82M -$3.09M -120,804 -35%
CHJWM
109
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.8M -$1.15M -44,990 -17%
ACG
110
Allen Capital Group
Nebraska
$5.69M -$268K -10,466 -5%
FCA
111
FLC Capital Advisors
California
$5.67M -$1.6M -62,570 -22%
KFA
112
Krane Funds Advisors
New York
$5.63M – – –
MWM
113
MinichMacGregor Wealth Management
New York
$5.34M -$376K -14,666 -7%
BA
114
Ballast Advisors
Minnesota
$4.97M +$188K +7,346 +4%
ICM
115
Islay Capital Management
Texas
$4.68M +$47.7K +1,864 +1%
SGAM
116
Stephens Group Asset Management
Arkansas
$4.67M +$1.5M +58,754 +48%
SAM
117
SignalPoint Asset Management
Missouri
$4.4M +$136K +5,308 +3%
IMC Chicago
118
IMC Chicago
Illinois
$4.37M -$2.89M -112,688 -40%
DSAM
119
Dock Street Asset Management
Florida
$4.36M -$299K -11,674 -6%
LF
120
LifeSteps Financial
California
$4.15M +$789K +30,818 +23%
UC
121
Unio Capital
New Jersey
$4.11M +$4.11M +160,290 New
MA
122
Mutual Advisors
Nebraska
$3.92M +$854K +33,354 +28%
PC
123
Prairiewood Capital
North Dakota
$3.91M +$17K +662 +0.4%
DAS
124
Dynamic Advisor Solutions
Arizona
$3.83M +$118K +4,594 +3%
FANJ
125
Financial Architects (New Jersey)
New Jersey
$3.7M -$550K -21,494 -13%
3 4
5
6 7