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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.

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 %
LWM
126
Lionsbridge Wealth Management
Florida
$3.65M -$641K -25,020 -15%
DT
127
Diversified Trust
Tennessee
$3.62M +$240K +9,376 +7%
CI
128
Cordant Inc
Oregon
$3.59M -$57.4K -2,240 -2%
Commonwealth Equity Services
129
Commonwealth Equity Services
Massachusetts
$3.44M -$109K -4,268 -3%
TWM
130
Tradition Wealth Management
Minnesota
$3.39M -$911K -35,556 -21%
MA
131
Menlo Advisors
California
$3.3M +$1.99M +77,700 +152%
BRWA
132
B. Riley Wealth Advisors
Florida
$3.3M -$118K -4,608 -3%
MIAN
133
Mariner Independent Advisor Network
Kansas
$3.05M -$1.51M -58,886 -33%
MIS
134
Morningstar Investment Services
Illinois
$3.01M +$460K +17,974 +18%
PCM
135
Parsons Capital Management
Rhode Island
$2.94M -$25.6K -1,000 -0.9%
APW
136
Aurora Private Wealth
New Jersey
$2.92M -$8.15M -318,346 -74%
PGWM
137
Parisi Gray Wealth Management
New Jersey
$2.85M -$390K -15,210 -12%
SWA
138
SFMG Wealth Advisors
Texas
$2.79M -$67.6K -2,638 -2%
HCM
139
Hutchinson Capital Management
California
$2.78M -$283K -11,042 -9%
NCM
140
Nelson Capital Management
California
$2.7M -$850K -33,196 -24%
WCF
141
West Coast Financial
California
$2.7M +$49K +1,914 +2%
BDFN
142
Bond & Devick Financial Network
Minnesota
$2.68M +$104K +4,056 +4%
1WM
143
1900 Wealth Management
Texas
$2.67M +$971K +37,894 +57%
Citigroup
144
Citigroup
New York
$2.64M -$9.14M -357,074 -78%
JWS
145
Juncture Wealth Strategies
Arizona
$2.64M -$172K -6,700 -6%
S
146
Surevest
California
$2.63M +$63.8K +2,490 +2%
HSA
147
HBK Sorce Advisory
Pennsylvania
$2.63M +$339K +13,238 +15%
Cerity Partners
148
Cerity Partners
New York
$2.62M -$42.9K -1,676 -2%
DWT
149
Dorsey & Whitney Trust
South Dakota
$2.58M +$2.58M +100,908 New
ISWM
150
Independent Solutions Wealth Management
New York
$2.56M +$229K +8,924 +10%
4 5
6
7 8