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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.

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
1
Ameriprise
Minnesota
$466M
2
Bank of America
2
Bank of America
North Carolina
$1.22B
3
DC
3
Davenport & Co
Virginia
$75.8M
4
Stifel Financial
4
Stifel Financial
Missouri
$94.5M
5
KFA
5
Krane Funds Advisors
New York
$35.6M

Top Sellers

1
NA
1
NextCapital Advisers
Illinois
$234K
2
WFS
2
Weitzel Financial Services
Iowa
$2.84M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$234K
4
EEP
4
Edgehill Endowment Partners
Connecticut
$41.4M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$2.19M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.76B 34,428,469 +464,964 +1%
Bank of America
2
Bank of America
North Carolina
$1.22B 23,907,660 +988,030 +4%
Ameriprise
3
Ameriprise
Minnesota
$466M 9,095,881 +2,448,540 +37%
SEI Investments
4
SEI Investments
Pennsylvania
$317M 6,185,393 +310,805 +5%
Franklin Resources
5
Franklin Resources
California
$151M 2,943,037 -212,649 -7%
FEG
6
Fund Evaluation Group
Ohio
$146M 2,846,427 +124,492 +5%
Charles Schwab
7
Charles Schwab
California
$115M 2,248,915 +123,229 +6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$94.7M 1,850,533 -56,637 -3%
Stifel Financial
9
Stifel Financial
Missouri
$94.5M 1,845,913 +878,450 +91%
DC
10
Davenport & Co
Virginia
$75.8M 1,480,348 +944,183 +176%
TCM
11
Tradewinds Capital Management
Washington
$51M 995,915 +64,673 +7%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$50.7M 991,395 -44,234 -4%
HI
13
Harbour Investments
Wisconsin
$41.5M 810,190 -175,779 -18%
EEP
14
Edgehill Endowment Partners
Connecticut
$41.4M 807,837 -584,214 -42%
HC
15
Hamilton Capital
Ohio
$39.1M 764,506 +4,624 +0.6%
BOPW
16
Brandywine Oak Private Wealth
Pennsylvania
$39M 762,295 +12,620 +2%
5L
17
55I LLC
Massachusetts
$37.2M 726,595 +72,511 +11%
KFA
18
Krane Funds Advisors
New York
$35.6M 694,950 +585,000 +532%
AC
19
Apella Capital
Connecticut
$34.3M 669,858 +13,605 +2%
RWP
20
Reliant Wealth Planning
Kentucky
$34.2M 667,653 +26,195 +4%
QCMNJ
21
Quantum Capital Management (New Jersey)
New Jersey
$31.8M 620,264 +1,779 +0.3%
TCPWM
22
Traverso Chambers Private Wealth Management
California
$31.4M 614,297 +27,156 +5%
Osaic Holdings
23
Osaic Holdings
Arizona
$29M 565,646 -248,578 -31%
REMPR
24
Roof Eidam Maycock Peralta (REMP)
California
$28.1M 549,080 -12,360 -2%
BIA
25
Bell Investment Advisors
California
$26.2M 512,585 +512,585 New
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