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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.

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
1
JPMorgan Chase & Co
New York
$156M
2
WFA
2
WestHill Financial Advisors
California
$20.8M
3
SEI Investments
3
SEI Investments
Pennsylvania
$278M
4
GGS
4
Galvin Gaustad & Stein
Arizona
$17.3M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$29.2M

Top Sellers

1
NA
1
NextCapital Advisers
Illinois
$155M
2
VNA
2
Valley National Advisers
Pennsylvania
$30.3M
3
MWP
3
Meridian Wealth Partners
Pennsylvania
$12.3M
4
FAIM
4
Financial Advocates Investment Management
Washington
$2.06M
5
Wells Fargo
5
Wells Fargo
California
$29.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.05B 20,352,997 +149,323 +0.7%
Ameriprise
2
Ameriprise
Minnesota
$481M 9,274,323 +218,440 +2%
SEI Investments
3
SEI Investments
Pennsylvania
$278M 5,409,981 +381,763 +8%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$156M 3,044,706 +2,761,300 +974%
NA
5
NextCapital Advisers
Illinois
$155M 3,021,865 -1,239,556 -29%
Franklin Resources
6
Franklin Resources
California
$153M 2,969,925 +137,400 +5%
FEG
7
Fund Evaluation Group
Ohio
$128M 2,482,391 +194,099 +8%
Charles Schwab
8
Charles Schwab
California
$87.2M 1,696,655 +234,064 +16%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$77.3M 1,504,323 +186,278 +14%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$50.8M 988,535 +105,104 +12%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$49.3M 959,613 +19,350 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$47M 915,160 +54,960 +6%
Stifel Financial
13
Stifel Financial
Missouri
$43.8M 851,750 -81,044 -9%
EEP
14
Edgehill Endowment Partners
Connecticut
$41.4M 805,298 +2,249 +0.3%
TCM
15
Tradewinds Capital Management
Washington
$39.4M 766,948 +82,722 +12%
HC
16
Hamilton Capital
Ohio
$37.8M 735,346 -5,241 -0.7%
BOPW
17
Brandywine Oak Private Wealth
Pennsylvania
$36.8M 715,676 -83,877 -10%
5L
18
55I LLC
Massachusetts
$32.4M 630,582 +202,429 +47%
QCMNJ
19
Quantum Capital Management (New Jersey)
New Jersey
$31.7M 617,563 +6,521 +1%
VNA
20
Valley National Advisers
Pennsylvania
$30.3M 590,180 -381,791 -39%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$29.7M 577,220 +78,074 +16%
RWP
22
Reliant Wealth Planning
Kentucky
$29.7M 577,166 +18,978 +3%
Wells Fargo
23
Wells Fargo
California
$29.6M 576,280 -211,411 -27%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$29.2M 567,333 +284,823 +101%
AssetMark Inc
25
AssetMark Inc
California
$28.1M 546,640 -85,556 -14%
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