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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 %
PRS
201
Pinkerton Retirement Specialists
Idaho
$1.44M +$34.1K +1,332 +2%
CLG
202
Cooperman Leon G
$1.39M +$1.39M +54,392 New
CPFP
203
Clear Perspectives Financial Planning
Ohio
$1.37M +$171K +6,662 +14%
CFGS
204
Concourse Financial Group Securities
Alabama
$1.37M +$532K +20,780 +64%
CA
205
Calton & Associates
Florida
$1.35M +$128K +5,018 +11%
AWM
206
Avitas Wealth Management
California
$1.35M -$3.64K -142 -0.3%
PCIA
207
Prime Capital Investment Advisors
Kansas
$1.33M +$950K +37,114 +248%
LWAC
208
Laurel Wealth Advisors (California)
California
$1.33M +$1.59K +62 +0.1%
OAM
209
Optimal Asset Management
California
$1.32M -$1.69K -66 -0.1%
PWM
210
Perigon Wealth Management
California
$1.3M +$22.1K +862 +2%
FAIM
211
Financial Advocates Investment Management
Washington
$1.3M -$395K -15,418 -23%
RIM
212
Rockbridge Investment Management
New York
$1.3M +$94.3K +3,682 +8%
BIP
213
Blueprint Investment Partners
North Carolina
$1.29M -$243K -9,488 -16%
SCA
214
STALEY CAPITAL ADVISERS
Pennsylvania
$1.26M -$599K -23,400 -32%
CGFA
215
Colton Groome Financial Advisors
North Carolina
$1.26M +$213K +8,330 +20%
MA
216
MUFG Americas
New York
$1.23M -$68.9K -2,692 -5%
SWM
217
SeaCrest Wealth Management
New York
$1.2M +$20.4K +796 +2%
WWM
218
WT Wealth Management
Arizona
$1.19M +$16.9K +658 +1%
WC
219
Wealth CMT
New Jersey
$1.18M -$7.37K -288 -0.6%
RRC
220
Relaxing Retirement Coach
Massachusetts
$1.17M -$130K -5,076 -10%
APA
221
American Portfolios Advisors
New York
$1.15M -$102K -3,974 -8%
KAS
222
Kestra Advisory Services
Texas
$1.15M +$59.3K +2,314 +5%
CCA
223
Cobblestone Capital Advisors
New York
$1.09M +$241K +9,410 +28%
IAS
224
IMA Advisory Services
Colorado
$1.09M +$48.4K +1,890 +5%
AHC
225
Anderson Hoagland & Co
Missouri
$1.09M -$217K -8,468 -17%
7 8
9
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