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Schwab Short-Term US Treasury ETF

521 hedge funds and large institutions have $6.5B invested in Schwab Short-Term US Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 160 increasing their positions, 202 reducing their positions, and 42 closing their positions.

Holders
521
Holders Change
+37
Holders Change %
+7.64%
% of All Funds
8.05%
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.86%
New
91
Increased
160
Reduced
202
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.81B 35,530,671 +1,102,202 +3%
Bank of America
2
Bank of America
North Carolina
$1.2B 23,526,394 -381,266 -2%
Ameriprise
3
Ameriprise
Minnesota
$480M 9,420,209 +324,328 +4%
SEI Investments
4
SEI Investments
Pennsylvania
$324M 6,366,009 +180,616 +3%
FEG
5
Fund Evaluation Group
Ohio
$146M 2,846,427
Charles Schwab
6
Charles Schwab
California
$118M 2,323,154 +74,239 +3%
Franklin Resources
7
Franklin Resources
California
$110M 2,170,390 -772,647 -26%
Stifel Financial
8
Stifel Financial
Missouri
$99.3M 1,952,621 +106,708 +6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$87.3M 1,716,460 -134,073 -7%
AA
10
Alesco Advisors
New York
$84.3M 1,657,498 +1,436,635 +650%
TCM
11
Tradewinds Capital Management
Washington
$53.5M 1,051,636 +55,721 +6%
DC
12
Davenport & Co
Virginia
$51.1M 1,004,608 -475,740 -32%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$49.3M 969,420 -21,975 -2%
EEP
14
Edgehill Endowment Partners
Connecticut
$41.1M 808,660 +823 +0.1%
AssetMark Inc
15
AssetMark Inc
California
$40.8M 801,693 +563,156 +236%
HC
16
Hamilton Capital
Ohio
$40.3M 791,904 +27,398 +4%
BOPW
17
Brandywine Oak Private Wealth
Pennsylvania
$39.6M 767,940 +5,645 +0.7%
ACM
18
AlphaStar Capital Management
North Carolina
$37.5M 740,766 +394,765 +114%
RWP
19
Reliant Wealth Planning
Kentucky
$36.8M 724,182 +56,529 +8%
KFA
20
Krane Funds Advisors
New York
$35.3M 694,950
AC
21
Apella Capital
Connecticut
$34.1M 669,906 +48 +0%
QCMNJ
22
Quantum Capital Management (New Jersey)
New Jersey
$31.6M 620,841 +577 +0.1%
TCPWM
23
Traverso Chambers Private Wealth Management
California
$31.2M 614,306 +9 +0%
Osaic Holdings
24
Osaic Holdings
Arizona
$29.1M 573,639 +7,993 +1%
BIA
25
Bell Investment Advisors
California
$27.4M 538,510 +25,925 +5%