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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.

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 %
MIS
126
Morningstar Investment Services
Illinois
$3.55M +$544K +21,258 +18%
WCF
127
West Coast Financial
California
$3.45M +$754K +29,466 +28%
CGL
128
Clarius Group LLC
Washington
$3.34M -$2.59M -101,214 -44%
MA
129
Menlo Advisors
California
$3.3M – – –
BRWA
130
B. Riley Wealth Advisors
Florida
$3.26M -$30.6K -1,194 -0.9%
Creative Planning
131
Creative Planning
Kansas
$3.21M +$869K +33,956 +37%
DI
132
DAGCO Inc
Ohio
$3.14M +$694K +27,136 +28%
PCM
133
Parsons Capital Management
Rhode Island
$3.11M +$170K +6,650 +6%
LCC
134
Lincoln Capital Corp
Rhode Island
$3.11M +$3.11M +121,514 New
SFG
135
Sovereign Financial Group
Connecticut
$3.1M +$2.15M +83,978 +227%
BDFN
136
Bond & Devick Financial Network
Minnesota
$3.07M +$391K +15,294 +15%
PAS
137
Park Avenue Securities
New York
$2.95M +$680K +26,584 +30%
APW
138
Aurora Private Wealth
New Jersey
$2.92M +$6.09K +238 +0.2%
WFS
139
Weitzel Financial Services
Iowa
$2.84M -$125M -4,890,290 -98%
1WM
140
1900 Wealth Management
Texas
$2.76M +$101K +3,940 +4%
SFA
141
Seneca Financial Advisors
New York
$2.76M +$1.06M +41,340 +62%
MIAN
142
Mariner Independent Advisor Network
Kansas
$2.72M -$334K -13,030 -11%
S
143
Surevest
California
$2.72M +$87.4K +3,416 +3%
CTC
144
Central Trust Company
Missouri
$2.71M +$2.71M +106,000 New
HCM
145
Hutchinson Capital Management
California
$2.71M -$69.2K -2,704 -2%
NCM
146
Nelson Capital Management
California
$2.71M +$9.06K +354 +0.3%
CT
147
Cambridge Trust
Massachusetts
$2.66M +$841K +32,844 +46%
HSA
148
HBK Sorce Advisory
Pennsylvania
$2.64M +$18K +702 +0.7%
JWS
149
Juncture Wealth Strategies
Arizona
$2.64M – – –
Koshinski Asset Management
150
Koshinski Asset Management
Illinois
$2.62M +$370K +14,440 +16%
4 5
6
7 8