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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.

New
Increased
Maintained
Reduced
Closed
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
JPMorgan Chase & Co
New York
+$142M
2
SEI Investments
SEI Investments
Pennsylvania
+$19.6M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$14.6M
4
Charles Schwab
Charles Schwab
California
+$12M
5
Ameriprise
Ameriprise
Minnesota
+$11.3M

Top Sellers

1
NA
NextCapital Advisers
Illinois
-$63.7M
2
VNA
Valley National Advisers
Pennsylvania
-$19.6M
3
MWP
Meridian Wealth Partners
Pennsylvania
-$19M
4
FAIM
Financial Advocates Investment Management
Washington
-$14.7M
5
Wells Fargo
Wells Fargo
California
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PC
126
Prairiewood Capital
North Dakota
$3.83M +$3.83M +149,198 New
WOC
127
West Oak Capital
California
$3.83M +$3.62M +141,080 +1,775%
JFS
128
JD Financial Services
Pennsylvania
$3.78M +$3.78M +147,064 New
SS
129
Simplicity Solutions
Minnesota
$3.77M -$7.87M -306,232 -68%
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$3.76M -$7.91M -307,742 -68%
LIM
131
Lathrop Investment Management
Arkansas
$3.67M +$3.67M +142,894 New
DAS
132
Dynamic Advisor Solutions
Arizona
$3.59M -$96.6K -3,758 -3%
CI
133
Cordant Inc
Oregon
$3.56M -$495K -19,260 -12%
RJA
134
Raymond James & Associates
Florida
$3.51M +$274K +10,672 +8%
ICM
135
Islay Capital Management
Texas
$3.49M -$69.9K -2,720 -2%
TWM
136
Tradition Wealth Management
Minnesota
$3.19M +$3.19M +124,192 New
WCF
137
West Coast Financial
California
$3.18M -$929K -36,148 -23%
FPB
138
First PREMIER Bank
South Dakota
$3.13M -$235K -9,132 -7%
HCM
139
Hutchinson Capital Management
California
$3.07M -$89.3K -3,476 -3%
Cerity Partners
140
Cerity Partners
New York
$2.99M +$2.99M +116,204 New
MWM
141
MBE Wealth Management
Wisconsin
$2.95M +$773K +30,100 +35%
Creative Planning
142
Creative Planning
Kansas
$2.95M +$1.56M +60,724 +112%
NCM
143
Northwest Capital Management
Oregon
$2.88M +$16.9K +656 +0.6%
GC
144
Gratus Capital
Georgia
$2.82M +$2.82M +109,890 New
PAM
145
Peak Asset Management
Colorado
$2.82M -$452K -17,596 -14%
BDF
146
Black Diamond Financial
Maryland
$2.75M +$1.26M +48,922 +84%
PCM
147
Parsons Capital Management
Rhode Island
$2.72M +$1.24M +48,400 +84%
WFS
148
Weitzel Financial Services
Iowa
$2.65M +$2.65M +103,326 New
S
149
Surevest
California
$2.64M +$117K +4,570 +5%
Deutsche Bank
150
Deutsche Bank
Germany
$2.64M -$3.56M -138,588 -57%
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