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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
$156M
2
SEI Investments
SEI Investments
Pennsylvania
$278M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$29.2M
4
Charles Schwab
Charles Schwab
California
$87.2M
5
Ameriprise
Ameriprise
Minnesota
$481M

Top Sellers

1
NA
NextCapital Advisers
Illinois
$155M
2
VNA
Valley National Advisers
Pennsylvania
$30.3M
3
MWP
Meridian Wealth Partners
Pennsylvania
$12.3M
4
FAIM
Financial Advocates Investment Management
Washington
$2.06M
5
Wells Fargo
Wells Fargo
California
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
151
Mutual Advisors
Nebraska
$2.61M +$427K +16,602 +20%
HSA
152
HBK Sorce Advisory
Pennsylvania
$2.6M -$67K -2,608 -3%
Thrivent Financial for Lutherans
153
Thrivent Financial for Lutherans
Minnesota
$2.59M -$1.25M – –
KAS
154
Kestra Advisory Services
Texas
$2.51M +$1.87M +72,822 +292%
DT
155
Diversified Trust
Tennessee
$2.48M -$20.1K -784 -0.8%
PEA
156
Pacific Edge Advisors
California
$2.47M – – –
LF
157
LifeSteps Financial
California
$2.46M +$280K +10,896 +13%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$2.45M +$240K +9,334 +11%
AWMG
159
Alliance Wealth Management Group
New Jersey
$2.42M +$69.7K +2,714 +3%
TCM
160
Towercrest Capital Management
Pennsylvania
$2.42M +$69.7K +2,714 +3%
TW
161
TrinityPoint Wealth
Connecticut
$2.33M -$323K -12,584 -12%
FMC
162
First Merchants Corp
Indiana
$2.27M -$186K -7,228 -8%
CIP
163
Capital Insight Partners
Arizona
$2.26M -$8.84K -344 -0.4%
Koshinski Asset Management
164
Koshinski Asset Management
Illinois
$2.24M +$460K +17,916 +26%
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$2.19M -$1.08M -42,050 -33%
CPIG
166
Chicago Partners Investment Group
Illinois
$2.18M +$640K +24,896 +42%
VVP
167
Venture Visionary Partners
Ohio
$2.13M +$2.13M +82,750 New
MIS
168
Morningstar Investment Services
Illinois
$2.12M +$379K +14,754 +22%
CBFP
169
Cedar Brook Financial Partners
Ohio
$2.09M +$260K +10,122 +14%
ECM
170
Evergreen Capital Management
Washington
$2.08M -$121K -4,698 -5%
FAIM
171
Financial Advocates Investment Management
Washington
$2.06M -$14.7M -574,092 -88%
PAG
172
Pinnacle Advisory Group
Maryland
$1.98M -$54.2K -2,108 -3%
GVAG
173
Great Valley Advisor Group
Delaware
$1.97M -$11.8K -458 -0.6%
BOM
174
Bank of Marin
California
$1.96M +$615K +23,944 +46%
RWA
175
Redhawk Wealth Advisors
Minnesota
$1.95M +$262K +10,184 +16%
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