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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 %
PAG
101
Private Advisor Group
New Jersey
$6.6M 259,434 -101,266 -28%
ES
102
ETF Store
Kansas
$6.58M 262,738 +262,738 New
SSWM
103
Sheets Smith Wealth Management
North Carolina
$6.55M 257,536 -5,616 -2%
KC
104
Kingfisher Capital
North Carolina
$6.33M 249,012 +1,554 +0.6%
MA
105
Modus Advisors
Minnesota
$6.32M 248,604 -32,824 -12%
HighTower Advisors
106
HighTower Advisors
Illinois
$6.32M 248,212 -3,480 -1%
CHJWM
107
Carlton Hofferkamp & Jenks Wealth Management
Texas
$6.27M 247,680 +25,586 +12%
SF
108
Synovus Financial
Georgia
$6.27M 246,400 +6,670 +3%
FCA
109
FLC Capital Advisors
California
$5.92M 232,858 +11,088 +5%
LA
110
LVW Advisors
New York
$5.86M 230,388 -5,584 -2%
VNA
111
Valley National Advisers
Pennsylvania
$5.81M 228,626 -254,744 -53%
PGWM
112
Parisi Gray Wealth Management
New Jersey
$5.43M 213,612 -197,850 -48%
SWA
113
Stratos Wealth Advisors
Ohio
$5.26M 206,700 -7,272 -3%
BA
114
Ballast Advisors
Minnesota
$5.21M 205,082 +5,456 +3%
AIM
115
AHL Investment Management
Florida
$5.18M 203,622 +203,622 New
CTC
116
Central Trust Company
Missouri
$5.05M 198,800 +92,800 +88%
MA
117
McBroom & Associates
Nevada
$4.97M 195,294 +195,294 New
LA
118
Lifeworks Advisors
Michigan
$4.91M 193,208 +193,208 New
DFC
119
DBK Financial Counsel
Ohio
$4.81M 189,052 +189,052 New
ACG
120
Allen Capital Group
Nebraska
$4.8M 188,882 -20,282 -10%
LF
121
LifeSteps Financial
California
$4.59M 180,520 +9,438 +6%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$4.47M 175,690 -13,350 -7%
DAS
123
Dynamic Advisor Solutions
Arizona
$4.43M 174,282 +23,882 +16%
FAM
124
Frontier Asset Management
Wyoming
$4.41M 173,368 +173,368 New
DBRC
125
D.B. Root & Company
Pennsylvania
$4.37M 171,694 -63,036 -27%
3 4
5
6 7