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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 %
OAM
201
Optimal Asset Management
California
$1.42M +$101K +3,930 +8%
AWM
202
Avitas Wealth Management
California
$1.42M +$71K +2,776 +5%
AI
203
Atria Investments
North Carolina
$1.41M -$413K -16,148 -23%
IMC Chicago
204
IMC Chicago
Illinois
$1.4M -$2.97M -115,954 -68%
CLG
205
Cooperman Leon G
$1.39M – – –
SPA
206
Sentinel Pension Advisors
Massachusetts
$1.38M -$67.5K -2,636 -5%
AWM
207
AE Wealth Management
Kansas
$1.38M -$6.09M -237,904 -82%
CA
208
Calton & Associates
Florida
$1.36M +$13.1K +512 +1%
CGFA
209
Colton Groome Financial Advisors
North Carolina
$1.36M +$99.8K +3,898 +8%
PWM
210
Perigon Wealth Management
California
$1.35M +$52.9K +2,068 +4%
LWAC
211
Laurel Wealth Advisors (California)
California
$1.35M +$22.9K +896 +2%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$1.34M -$129K -5,036 -9%
LBD
213
Landsberg Bennett & Dubbaneh
Florida
$1.34M +$1.34M +52,166 New
WIC
214
Whitegate Investment Counselors
New Hampshire
$1.33M -$157K -6,146 -11%
FMC
215
First Merchants Corp
Indiana
$1.33M -$342K -13,380 -21%
FAIM
216
Financial Advocates Investment Management
Washington
$1.3M +$307 +12 +0%
RIM
217
Rockbridge Investment Management
New York
$1.29M -$7.27K -284 -0.6%
PEA
218
Pacific Edge Advisors
California
$1.29M -$333K -13,000 -21%
SCA
219
STALEY CAPITAL ADVISERS
Pennsylvania
$1.26M – – –
SFA
220
Sequoia Financial Advisors
Ohio
$1.26M -$712K -27,828 -36%
APA
221
American Portfolios Advisors
New York
$1.23M +$81.8K +3,196 +7%
ECM
222
Evergreen Capital Management
Washington
$1.23M -$473K -18,470 -28%
MA
223
MCF Advisors
Kentucky
$1.19M -$408K -15,928 -25%
RRC
224
Relaxing Retirement Coach
Massachusetts
$1.19M +$19.2K +750 +2%
MA
225
MUFG Americas
New York
$1.16M -$76.7K -3,000 -6%
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