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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
KC
101
Kingfisher Capital
North Carolina
$6.33M +$253K +9,872 +4%
SF
102
Synovus Financial
Georgia
$6.14M +$31.1K +1,216 +0.5%
LA
103
LVW Advisors
New York
$6.04M -$26.2K -1,024 -0.4%
DBRC
104
D.B. Root & Company
Pennsylvania
$6.01M -$1.02M -39,932 -15%
FCA
105
FLC Capital Advisors
California
$5.68M +$6.35K +248 +0.1%
CHJWM
106
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.67M -$106K -4,164 -2%
SWA
107
Stratos Wealth Advisors
Ohio
$5.48M -$369K -14,402 -6%
ACG
108
Allen Capital Group
Nebraska
$5.35M -$329K -12,860 -6%
BDWCC
109
B&D White Capital Company
Texas
$5.24M +$5.24M +204,686 New
BA
110
Ballast Advisors
Minnesota
$5.11M +$140K +5,474 +3%
ICM
111
Islay Capital Management
Texas
$4.93M +$262K +10,242 +6%
Baird Financial Group
112
Baird Financial Group
Wisconsin
$4.84M +$3.16M +123,540 +189%
BSB
113
Bangor Savings Bank
Maine
$4.55M -$2.65M -103,676 -37%
LF
114
LifeSteps Financial
California
$4.38M +$232K +9,048 +6%
SGAM
115
Stephens Group Asset Management
Arkansas
$4.34M -$328K -12,820 -7%
SAM
116
SignalPoint Asset Management
Missouri
$4.31M -$87.6K -3,422 -2%
NFG
117
Northeast Financial Group
Pennsylvania
$4.26M -$4.71M -184,150 -53%
DSAM
118
Dock Street Asset Management
Florida
$4.15M -$214K -8,360 -5%
MA
119
Mutual Advisors
Nebraska
$4.03M +$118K +4,620 +3%
PC
120
Prairiewood Capital
North Dakota
$3.99M +$86.3K +3,370 +2%
DAS
121
Dynamic Advisor Solutions
Arizona
$3.85M +$22.9K +894 +0.6%
CI
122
Cordant Inc
Oregon
$3.67M +$72.7K +2,842 +2%
LWM
123
Lionsbridge Wealth Management
Florida
$3.65M +$4.76K +186 +0.1%
TWM
124
Tradition Wealth Management
Minnesota
$3.64M +$251K +9,804 +7%
DT
125
Diversified Trust
Tennessee
$3.61M -$8.24K -322 -0.2%
3 4
5
6 7