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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 %
SCA
176
STALEY CAPITAL ADVISERS
Pennsylvania
$1.94M +$36K +1,400 +2%
PMG
177
ProVise Management Group
Florida
$1.91M -$329K -12,818 -15%
ISWM
178
Independent Solutions Wealth Management
New York
$1.9M +$43.5K +1,692 +2%
CF
179
Centaurus Financial
California
$1.9M -$89.5K -3,482 -4%
PP
180
PrairieView Partners
Minnesota
$1.85M -$215K -8,380 -10%
BDFN
181
Bond & Devick Financial Network
Minnesota
$1.84M +$1.84M +71,654 New
AHSSHC
182
Adventist Health System Sunbelt Healthcare Corp
Florida
$1.83M +$67.5K +2,626 +4%
SGAM
183
Stephens Group Asset Management
Arkansas
$1.82M +$916K +35,644 +101%
HNW
184
High Note Wealth
Minnesota
$1.82M +$1.82M +70,894 New
PGWM
185
Parisi Gray Wealth Management
New Jersey
$1.78M +$1.78M +69,406 New
1WM
186
1900 Wealth Management
Texas
$1.74M +$1.74M +67,592 New
CPFP
187
Clear Perspectives Financial Planning
Ohio
$1.72M +$1.72M +67,080 New
RRC
188
Relaxing Retirement Coach
Massachusetts
$1.71M -$5.98M -232,862 -78%
RA
189
Riversedge Advisors
Delaware
$1.69M +$164K +6,392 +11%
MA
190
MCF Advisors
Kentucky
$1.66M +$215K +8,352 +15%
AWS
191
Arkfeld Wealth Strategies
Nebraska
$1.66M +$309K +12,036 +23%
MPM
192
Meritage Portfolio Management
Kansas
$1.58M +$1.58M +61,540 New
AI
193
Atria Investments
North Carolina
$1.54M -$161K -6,286 -9%
SFA
194
Sequoia Financial Advisors
Ohio
$1.52M +$111K +4,306 +8%
TSS
195
Two Sigma Securities
New York
$1.51M +$1.04M +40,372 +218%
OIA
196
OneDigital Investment Advisors
Kansas
$1.47M -$114K -4,432 -7%
AWS
197
AJ Wealth Strategies
New York
$1.42M – – –
WP
198
WealthSource Partners
California
$1.42M +$624K +24,274 +78%
UCMOK
199
United Capital Management of KS
Kansas
$1.42M +$110K +4,262 +8%
SWM
200
SigFig Wealth Management
California
$1.41M +$400K +15,550 +39%
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