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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

521 hedge funds and large institutions have $6.5B invested in Schwab Short-Term US Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 160 increasing their positions, 202 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+37
Holders Change %
+7.64%
% of All Funds
8.05%
Holding in Top 10
56
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.86%
New
91
Increased
160
Reduced
202
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
Alesco Advisors
New York
$84.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.81B
3
AssetMark Inc
AssetMark Inc
California
$40.8M
4
FA
Faithward Advisors
Pennsylvania
$22.5M
5
Citadel Advisors
Citadel Advisors
Florida
$20.1M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$110M
2
HI
Harbour Investments
Wisconsin
$3.75M
3
DC
Davenport & Co
Virginia
$51.1M
4
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$7.92M
5
Bank of America
Bank of America
North Carolina
$1.2B
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
176
BNP Paribas Financial Markets
France
$2.14M +$2.14M +84,168 New
PP
177
PrairieView Partners
Minnesota
$2.11M +$525K +20,640 +33%
NCM
178
Nelson Capital Management
California
$2.11M -$582K -22,898 -22%
Creative Planning
179
Creative Planning
Kansas
$2.08M -$1.11M -43,500 -35%
EWM
180
Elmwood Wealth Management
California
$2.04M +$2.04M +80,116 New
FF
181
Friedenthal Financial
New Jersey
$1.98M +$40.7K +1,602 +2%
PRS
182
Pinkerton Retirement Specialists
Idaho
$1.98M +$522K +20,550 +36%
SFA
183
Sequoia Financial Advisors
Ohio
$1.95M +$700K +27,542 +56%
RWA
184
Redhawk Wealth Advisors
Minnesota
$1.93M – – –
IWC
185
Integrated Wealth Concepts
Massachusetts
$1.92M +$29.3K +1,154 +2%
SFG
186
Sovereign Financial Group
Connecticut
$1.9M -$1.17M -46,152 -38%
BCP
187
Blackhawk Capital Partners
Wisconsin
$1.9M -$9.88M -388,724 -84%
PAM
188
Peak Asset Management
Colorado
$1.88M -$195K -7,674 -9%
WP
189
WealthSource Partners
California
$1.86M -$72.4K -2,850 -4%
BOM
190
Bank of Marin
California
$1.85M -$140K -5,516 -7%
FTUS
191
Flow Traders U.S.
New York
$1.85M -$135K -5,298 -7%
CWM
192
Congress Wealth Management
Massachusetts
$1.83M +$1.83M +71,926 New
PGAM
193
Princeton Global Asset Management
New Jersey
$1.81M +$122K +4,810 +7%
RIM
194
Rockbridge Investment Management
New York
$1.79M +$510K +20,056 +40%
NF
195
NTB Financial
Colorado
$1.75M +$1.75M +68,936 New
PCM
196
Parsons Capital Management
Rhode Island
$1.75M -$1.34M -52,750 -43%
DPI
197
Diversified Portfolios Inc
Michigan
$1.73M +$1.08M +42,560 +166%
TFA
198
Toth Financial Advisory
Virginia
$1.73M -$74.5K -2,930 -4%
PWA
199
Pillar Wealth Advisors
Pennsylvania
$1.72M +$1.72M +67,522 New
MAM
200
Marquette Asset Management
Minnesota
$1.69M -$50.9K -2,000 -3%
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