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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

307 hedge funds and large institutions have $2.38B invested in Schwab Short-Term US Treasury ETF in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 120 increasing their positions, 77 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+55
Holders Change %
+21.83%
% of All Funds
6.85%
Holding in Top 10
47
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+62.07%
% of All Funds
1.05%
New
84
Increased
120
Reduced
77
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DF
Donoghue Forlines
Massachusetts
$173M
2
Ameriprise
Ameriprise
Minnesota
$99.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$91.1M
4
HCM
Hilton Capital Management
New York
$62.5M
5
BCM
Brookstone Capital Management
Illinois
$54.1M

Top Sellers

1
IA
IndexIQ Advisors
New York
$53M
2
FIMG
Financial & Investment Management Group
Michigan
$0
3
LTFS
Ladenburg Thalmann Financial Services
Florida
$19.2M
4
MWM
MinichMacGregor Wealth Management
New York
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
226
Optimum Investment Advisors
Illinois
$272K – – –
JWM
227
JFG Wealth Management
Colorado
$267K +$267K +10,732 New
CMBA
228
C.M. Bidwell & Associates
Hawaii
$263K -$232K -9,290 -47%
RRWA
229
Rainey & Randall Wealth Advisors
Florida
$262K +$262K +10,498 New
PCM
230
Parsons Capital Management
Rhode Island
$255K -$36.5K -1,460 -13%
ACS
231
Archford Capital Strategies
Illinois
$254K -$3.34K -134 -1%
AFP
232
Ausdal Financial Partners
Iowa
$250K -$477K -19,138 -66%
Citigroup
233
Citigroup
New York
$250K +$150 +6 +0.1%
CWP
234
Capital Wealth Planning
Florida
$250K +$250K +10,000 New
CCG
235
Ceeto Capital Group
Florida
$250K +$250K +10,000 New
MFGP
236
Marshall Financial Group (Pennsylvania)
Pennsylvania
$248K +$248K +9,942 New
JPMorgan Chase & Co
237
JPMorgan Chase & Co
New York
$246K +$246K +9,862 New
HCA
238
Horan Capital Advisors
Ohio
$242K +$242K +9,702 New
DP
239
Denver PWM
Colorado
$239K +$5.74K +230 +2%
TSS
240
Two Sigma Securities
New York
$238K +$238K +9,528 New
CFA
241
Carroll Financial Associates
North Carolina
$237K -$3.88K -156 -2%
WWM
242
Western Wealth Management
Colorado
$228K +$228K +9,154 New
W
243
Wealthquest
Ohio
$225K +$225K +9,054 New
RPA
244
Rock Point Advisors
Vermont
$222K – – –
APP
245
Avantax Planning Partners
Iowa
$221K +$181K +7,244 +453%
CIM
246
Contravisory Investment Management
Massachusetts
$216K – – –
SI
247
SimpliFi Inc
California
$214K +$1.45K +58 +0.7%
EK
248
Evensky & Katz
Florida
$208K -$278K -11,146 -57%
HFS
249
HL Financial Services
Kentucky
$207K +$207K +8,300 New
EWM
250
Empirical Wealth Management
Washington
$207K +$207K +8,304 New
8 9
10
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