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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.

New
Increased
Maintained
Reduced
Closed
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
Ameriprise
Minnesota
$466M
2
Bank of America
Bank of America
North Carolina
$1.22B
3
DC
Davenport & Co
Virginia
$75.8M
4
Stifel Financial
Stifel Financial
Missouri
$94.5M
5
KFA
Krane Funds Advisors
New York
$35.6M

Top Sellers

1
NA
NextCapital Advisers
Illinois
$234K
2
WFS
Weitzel Financial Services
Iowa
$2.84M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$234K
4
EEP
Edgehill Endowment Partners
Connecticut
$41.4M
5
Renaissance Technologies
Renaissance Technologies
New York
$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTL
151
Red Tortoise LLC
Georgia
$2.62M +$2.62M +108,404 New
ISWM
152
Independent Solutions Wealth Management
New York
$2.6M +$43.3K +1,692 +2%
DWT
153
Dorsey & Whitney Trust
South Dakota
$2.6M +$13.9K +544 +0.5%
FTS
154
Fifth Third Securities
Ohio
$2.57M +$2.57M +100,388 New
FANJ
155
Financial Architects (New Jersey)
New Jersey
$2.56M -$1.13M -44,218 -31%
Jane Street
156
Jane Street
New York
$2.51M -$3.31M -129,330 -57%
Cerity Partners
157
Cerity Partners
New York
$2.5M -$126K -4,906 -5%
NCM
158
Northwest Capital Management
Oregon
$2.49M -$42.8K -1,678 -2%
Thrivent Financial for Lutherans
159
Thrivent Financial for Lutherans
Minnesota
$2.4M -$2.23M – –
RWA
160
Roberts Wealth Advisors
California
$2.38M +$2.38M +92,988 New
RA
161
Riversedge Advisors
Delaware
$2.32M +$124K +4,856 +6%
AHSSHC
162
Adventist Health System Sunbelt Healthcare Corp
Florida
$2.22M – – –
Renaissance Technologies
163
Renaissance Technologies
New York
$2.19M -$18.3M -713,278 -89%
GVAG
164
Great Valley Advisor Group
Delaware
$2.16M +$121K +4,716 +6%
KAS
165
Kestra Advisory Services
Texas
$2.15M +$1M +39,124 +87%
PCWA
166
Pacific Capital Wealth Advisors
California
$2.13M +$205K +8,008 +11%
CBFP
167
Cedar Brook Financial Partners
Ohio
$2.1M +$53.8K +2,102 +3%
PAM
168
Peak Asset Management
Colorado
$2.09M -$61.7K -2,410 -3%
CIP
169
Capital Insight Partners
Arizona
$2.04M -$134K -5,252 -6%
BOM
170
Bank of Marin
California
$2.01M +$55.3K +2,162 +3%
FTUS
171
Flow Traders U.S.
New York
$2M +$2M +78,134 New
FF
172
Friedenthal Financial
New Jersey
$1.96M +$201K +7,852 +11%
WP
173
WealthSource Partners
California
$1.95M -$5.12K -200 -0.3%
RWA
174
Redhawk Wealth Advisors
Minnesota
$1.94M – – –
IWC
175
Integrated Wealth Concepts
Massachusetts
$1.91M +$7.37K +288 +0.4%
5 6
7
8 9