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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

252 hedge funds and large institutions have $1.3B invested in Schwab Short-Term US Treasury ETF in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 114 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+15
Holders Change %
+6.33%
% of All Funds
5.77%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.66%
New
39
Increased
114
Reduced
76
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$63.9M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
$32.1M
3
Financial Engines Advisors
Financial Engines Advisors
California
$43.2M
4
LJAC
L.J. Altfest & Co
New York
$12.5M
5
SEI Investments
SEI Investments
Pennsylvania
$165M

Top Sellers

1
IA
IndexIQ Advisors
New York
$74.6M
2
HCM
Hilton Capital Management
New York
$43.3M
3
AI
Atria Investments
North Carolina
$2.38M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$7.74M
5
MWM
MinichMacGregor Wealth Management
New York
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
226
Wealthspire Advisors (Maryland)
Maryland
$39K -$15.8K -632 -29%
LFG
227
LifePlan Financial Group
Ohio
$28K +$28K +1,130 New
AOWM
228
Alpha Omega Wealth Management
Virginia
$26K +$16.1K +650 +163%
JFA
229
JNBA Financial Advisors
Minnesota
$26K +$26K +1,050 New
AWM
230
AllSquare Wealth Management
New York
$23K – – –
PWAG
231
Polaris Wealth Advisory Group
California
$23K +$2.97K +122 +15%
Northwestern Mutual Wealth Management
232
Northwestern Mutual Wealth Management
Wisconsin
$21K +$21K +830 New
BAM
233
Barrett Asset Management
New York
$20K +$20K +800 New
EWM
234
Elmwood Wealth Management
California
$19.2K – – –
WOC
235
West Oak Capital
California
$18.1K – – –
BlackRock
236
BlackRock
New York
$18K +$848 +34 +5%
SQA
237
Simon Quick Advisors
New Jersey
$18K +$1.87K +74 +12%
FDCDDQ
238
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.4K – – –
OIA
239
OneDigital Investment Advisors
Kansas
$17K +$4.29K +170 +34%
BBPWM
240
Blue Bell Private Wealth Management
Pennsylvania
$14K – – –
SGAM
241
Stephens Group Asset Management
Arkansas
$11K +$11K +450 New
TL
242
TrueWealth LLC
Georgia
$10K +$48 +2 +0.5%
GWM
243
Geneos Wealth Management
Colorado
$4K -$13.8K -688 -77%
SJIM
244
St. Johns Investment Management
Florida
$4K – – –
AIS
245
Accurate Investment Solutions
Pennsylvania
$4K – – –
VCM
246
Versant Capital Management
Arizona
$4K +$4K +180 New
BFEC
247
Benjamin F. Edwards & Company
Missouri
$2K -$49 -2 -2%
VNA
248
Valley National Advisers
Pennsylvania
$1K -$80 -4 -7%
WCM
249
Whitener Capital Management
North Carolina
$1K +$1K +52 New
SWA
250
Sutton Wealth Advisors
Florida
$496 +$198 +8 +67%
7 8 9
10
11