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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

424 hedge funds and large institutions have $2.93B invested in Schwab Short-Term US Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 167 increasing their positions, 123 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+56
Holders Change %
+15.22%
% of All Funds
8.37%
Holding in Top 10
53
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.85%
% of All Funds
1.05%
New
96
Increased
167
Reduced
123
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
NextCapital Advisers
Illinois
+$40.1M
2
Ameriprise
Ameriprise
Minnesota
+$34.5M
3
HCM
Hilton Capital Management
New York
+$25M
4
SEI Investments
SEI Investments
Pennsylvania
+$11.9M
5
Truist Financial
Truist Financial
North Carolina
+$9.78M

Top Sellers

1
Jane Street
Jane Street
New York
-$224M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$64.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.9M
4
PAG
Pinnacle Advisory Group
Maryland
-$21.7M
5
SFSG
Stearns Financial Services Group
North Carolina
-$20.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
226
Carlson Capital Management
Minnesota
$724K -$12.8K -506 -2%
HCM
227
Hengehold Capital Management
Ohio
$720K -$25.1K -996 -3%
HI
228
Human Investing
Oregon
$717K +$154K +6,088 +27%
RJA
229
Raymond James & Associates
Florida
$702K -$1.07M -42,448 -60%
PFA
230
Pinnacle Family Advisors
Missouri
$702K -$41.7K -1,650 -6%
MI
231
Moneywise Inc
Virginia
$688K +$5.97K +236 +0.9%
GLLW
232
Graves Light Lenhart Wealth
Virginia
$687K – – –
FC
233
Financial Consulate
Maryland
$681K -$567K -22,450 -45%
BCMO
234
Buckingham Capital Management (Ohio)
Ohio
$664K -$103K -4,100 -13%
CWM
235
Confluence Wealth Management
Oregon
$661K -$88.2K -3,496 -12%
CCA
236
Cobblestone Capital Advisors
New York
$640K +$249K +9,870 +64%
PWA
237
Providence Wealth Advisors
Illinois
$614K -$505 -20 -0.1%
DPI
238
Diversified Portfolios Inc
Michigan
$610K +$4.29K +170 +0.7%
REMPR
239
Roof Eidam Maycock Peralta (REMP)
California
$604K – – –
GIA
240
GHP Investment Advisors
Colorado
$599K -$30.4K -1,206 -5%
PWM
241
Perigon Wealth Management
California
$595K +$595K +23,550 New
DP
242
DDD Partners
Washington
$584K +$44.9K +1,778 +8%
LRPA
243
L. Roy Papp & Associates
Arizona
$581K – – –
FF
244
Friedenthal Financial
New Jersey
$572K +$19.3K +766 +4%
DAC
245
Dividend Assets Capital
South Carolina
$570K +$7.57K +300 +1%
MA
246
Modus Advisors
Minnesota
$569K +$569K +22,558 New
WIP
247
Wellesley Investment Partners
Massachusetts
$564K +$564K +22,370 New
SFM
248
Signet Financial Management
New Jersey
$563K +$354 +14 +0.1%
OIA
249
Optimum Investment Advisors
Illinois
$535K +$11.9K +470 +2%
QCMC
250
Quantum Capital Management (California)
California
$518K +$319K +12,652 +161%
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