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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.

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
1
JPMorgan Chase & Co
New York
$1.74B
2
WFS
2
Weitzel Financial Services
Iowa
$48.8M
3
AC
3
Apella Capital
Connecticut
$33.6M
4
EEP
4
Edgehill Endowment Partners
Connecticut
$71.3M
5
HI
5
Harbour Investments
Wisconsin
$50.5M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$12M
2
SPA
2
Sentinel Pension Advisors
Massachusetts
$1.45M
3
Truist Financial
3
Truist Financial
North Carolina
$9.92M
4
Ameriprise
4
Ameriprise
Minnesota
$333M
5
DF
5
Donoghue Forlines
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.74B 33,963,505 +30,698,957 +940%
Bank of America
2
Bank of America
North Carolina
$1.17B 22,919,630 +177,994 +0.8%
Ameriprise
3
Ameriprise
Minnesota
$333M 6,647,341 -336,955 -5%
SEI Investments
4
SEI Investments
Pennsylvania
$301M 5,874,588 +464,607 +9%
NA
5
NextCapital Advisers
Illinois
$169M 3,291,312 +399,056 +14%
Franklin Resources
6
Franklin Resources
California
$162M 3,155,686 +145,323 +5%
FEG
7
Fund Evaluation Group
Ohio
$139M 2,721,935 +14,619 +0.5%
Charles Schwab
8
Charles Schwab
California
$109M 2,125,686 +194,797 +10%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$97.7M 1,907,170 +345,397 +22%
EEP
10
Edgehill Endowment Partners
Connecticut
$71.3M 1,392,051 +585,917 +73%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$59.9M 1,169,204 +44,931 +4%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$53M 1,035,629 +107,421 +12%
HI
13
Harbour Investments
Wisconsin
$50.5M 985,969 +502,146 +104%
Stifel Financial
14
Stifel Financial
Missouri
$49.6M 967,463 +12,472 +1%
WFS
15
Weitzel Financial Services
Iowa
$48.8M 2,500,591 +2,451,869 +5,032%
TCM
16
Tradewinds Capital Management
Washington
$47.7M 931,242 +84,070 +10%
Osaic Holdings
17
Osaic Holdings
Arizona
$41.6M 814,224 -93,840 -10%
HC
18
Hamilton Capital
Ohio
$38.9M 759,882 +24,094 +3%
BOPW
19
Brandywine Oak Private Wealth
Pennsylvania
$38.4M 749,675 +80,040 +12%
AC
20
Apella Capital
Connecticut
$33.6M 656,253 +656,253 New
5L
21
55I LLC
Massachusetts
$33.5M 654,084 -39,050 -6%
RWP
22
Reliant Wealth Planning
Kentucky
$32.9M 641,458 +31,958 +5%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$32.3M 629,702 +136,429 +28%
QCMNJ
24
Quantum Capital Management (New Jersey)
New Jersey
$31.7M 618,485 -546 -0.1%
TCPWM
25
Traverso Chambers Private Wealth Management
California
$30.1M 587,141 +34,858 +6%
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