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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

368 hedge funds and large institutions have $3.05B invested in Schwab Short-Term US Treasury ETF in 2019 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 168 increasing their positions, 108 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+23
Holders Change %
+6.67%
% of All Funds
8.08%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
1.19%
New
55
Increased
168
Reduced
108
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$241M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$93.9M
3
PAG
Pinnacle Advisory Group
Maryland
$79.6M
4
Bank of America
Bank of America
North Carolina
$527M
5
FAG
Financial Advisory Group
Texas
$35.9M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$110M
2
IA
IndexIQ Advisors
New York
$731K
3
Baird Financial Group
Baird Financial Group
Wisconsin
$0
4
AA
Alesco Advisors
New York
$26.9M
5
HCM
Hilton Capital Management
New York
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
226
AssetMark Inc
California
$512K +$512K +20,250 New
IAS
227
IMA Advisory Services
Colorado
$482K -$29.8K -1,178 -6%
WAM
228
Weatherly Asset Management
California
$481K – – –
SBH
229
Segall Bryant & Hamill
Illinois
$455K – – –
RIA
230
Realta Investment Advisors
Delaware
$454K -$26K -1,026 -5%
AWM
231
AE Wealth Management
Kansas
$453K +$239K +9,438 +112%
PFA
232
Pure Financial Advisors
California
$452K +$38K +1,502 +9%
ECM
233
Exchange Capital Management
Michigan
$451K -$5.62K -222 -1%
JCM
234
Jacobsen Capital Management
Utah
$451K +$54.9K +2,174 +14%
TWP
235
Total Wealth Planning
Ohio
$432K +$63.6K +2,516 +17%
RJT
236
Raymond James Trust
Florida
$432K +$110K +4,370 +34%
SGCA
237
Steel Grove Capital Advisors
Tennessee
$428K – – –
JC
238
Jentner Corp
Ohio
$422K +$2.93K +116 +0.7%
GRP
239
Global Retirement Partners
California
$416K – – –
SFWA
240
Summit Financial Wealth Advisors
Louisiana
$409K +$81.3K +3,218 +25%
Rockefeller Capital Management
241
Rockefeller Capital Management
New York
$393K -$201K -7,962 -34%
CCA
242
Cobblestone Capital Advisors
New York
$391K +$40.7K +1,610 +12%
MML Investors Services
243
MML Investors Services
Massachusetts
$390K -$191K -7,542 -33%
CA
244
Callahan Advisors
Texas
$388K +$1.67K +66 +0.4%
BCM
245
Brookstone Capital Management
Illinois
$386K +$157K +6,220 +69%
CCG
246
Ceeto Capital Group
Florida
$379K +$126K +5,000 +50%
VNA
247
Valley National Advisers
Pennsylvania
$370K -$12.7K -502 -3%
EWM
248
Empirical Wealth Management
Washington
$366K +$121K +4,796 +50%
VHAM
249
Van Hulzen Asset Management
California
$360K -$218K -8,624 -38%
PIM
250
Penobscot Investment Management
Massachusetts
$354K – – –
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