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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.

New
Increased
Maintained
Reduced
Closed
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
JPMorgan Chase & Co
New York
$1.74B
2
WFS
Weitzel Financial Services
Iowa
$48.8M
3
AC
Apella Capital
Connecticut
$33.6M
4
EEP
Edgehill Endowment Partners
Connecticut
$71.3M
5
HI
Harbour Investments
Wisconsin
$50.5M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$12M
2
SPA
Sentinel Pension Advisors
Massachusetts
$1.45M
3
Truist Financial
Truist Financial
North Carolina
$9.92M
4
Ameriprise
Ameriprise
Minnesota
$333M
5
DF
Donoghue Forlines
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
151
Northwest Capital Management
Oregon
$2.55M -$253K -9,882 -9%
CPIG
152
Chicago Partners Investment Group
Illinois
$2.48M -$22.4K -874 -0.9%
BCP
153
Blackhawk Capital Partners
Wisconsin
$2.48M +$2.48M +96,516 New
DI
154
DAGCO Inc
Ohio
$2.45M +$808K +31,550 +49%
Financial Engines Advisors
155
Financial Engines Advisors
California
$2.39M -$2.55M -99,600 -52%
Creative Planning
156
Creative Planning
Kansas
$2.34M -$364K -14,208 -13%
PAS
157
Park Avenue Securities
New York
$2.28M +$761K +29,732 +50%
TSS
158
Two Sigma Securities
New York
$2.26M +$1.31M +51,236 +138%
Koshinski Asset Management
159
Koshinski Asset Management
Illinois
$2.25M -$528K -20,632 -19%
Thrivent Financial for Lutherans
160
Thrivent Financial for Lutherans
Minnesota
$2.23M -$3.03M – –
AHSSHC
161
Adventist Health System Sunbelt Healthcare Corp
Florida
$2.22M +$45.4K +1,772 +2%
RA
162
Riversedge Advisors
Delaware
$2.2M +$227K +8,854 +12%
CIP
163
Capital Insight Partners
Arizona
$2.17M -$27.7K -1,082 -1%
PAM
164
Peak Asset Management
Colorado
$2.15M -$389K -15,174 -15%
Citadel Advisors
165
Citadel Advisors
Florida
$2.08M -$5.56M -217,250 -73%
CBFP
166
Cedar Brook Financial Partners
Ohio
$2.05M -$70.6K -2,756 -3%
GVAG
167
Great Valley Advisor Group
Delaware
$2.05M – – –
TFA
168
Toth Financial Advisory
Virginia
$1.99M +$231K +9,030 +13%
SFA
169
Sequoia Financial Advisors
Ohio
$1.97M +$94.5K +3,690 +5%
BOM
170
Bank of Marin
California
$1.95M -$1.03K -40 -0.1%
WP
171
WealthSource Partners
California
$1.95M +$83.1K +3,246 +4%
RWA
172
Redhawk Wealth Advisors
Minnesota
$1.94M – – –
PCWA
173
Pacific Capital Wealth Advisors
California
$1.92M +$84.6K +3,302 +5%
IWC
174
Integrated Wealth Concepts
Massachusetts
$1.9M +$53.3K +2,080 +3%
TW
175
TrinityPoint Wealth
Connecticut
$1.86M -$366K -14,288 -16%
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