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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 %
SFS
251
Sowell Financial Services
Arkansas
$352K +$352K +13,914 New
DIM
252
Delta Investment Management
California
$351K +$351K +13,896 New
OIA
253
OneDigital Investment Advisors
Kansas
$344K +$210K +8,310 +157%
HWMG
254
Hurlow Wealth Management Group
Indiana
$344K +$344K +13,590 New
AP
255
Appleton Partners
Massachusetts
$339K – – –
SI
256
SimpliFi Inc
California
$339K +$120K +4,736 +55%
SSWM
257
Smith Salley Wealth Management
North Carolina
$329K -$101K -3,980 -23%
DLHL
258
Donald L. Hagan LLC
Florida
$325K +$325K +12,840 New
HB
259
Homrich & Berg
Georgia
$314K +$314K +12,396 New
AA
260
Advisory Alpha
Michigan
$311K +$10.5K +414 +3%
CFA
261
Carroll Financial Associates
North Carolina
$298K -$7.58K -300 -2%
BAM
262
Berkshire Asset Management
Pennsylvania
$297K +$297K +11,724 New
MAM
263
Marquette Asset Management
Minnesota
$295K – – –
RPA
264
Rock Point Advisors
Vermont
$293K +$10.1K +400 +4%
CA
265
Cetera Advisors
Colorado
$291K +$291K +11,528 New
SA
266
SRH Advisors
Kansas
$286K -$5.56K -220 -2%
VCM
267
Vigilant Capital Management
Maine
$286K +$286K +11,306 New
EWM
268
Evermay Wealth Management
Virginia
$283K – – –
PA
269
PFG Advisors
Arizona
$283K +$283K +11,152 New
WLIM
270
White Lighthouse Investment Management
Massachusetts
$282K -$14.7K -580 -5%
WA
271
WBH Advisory
Maryland
$282K +$282K +11,152 New
LCP
272
Legacy Capital Partners
Wisconsin
$273K +$273K +10,776 New
CMBA
273
C.M. Bidwell & Associates
Hawaii
$266K +$42.3K +1,674 +19%
ACM
274
AlphaStar Capital Management
North Carolina
$263K -$2.45M -96,772 -90%
IA
275
IFP Advisors
Florida
$260K +$260K +10,262 New
9 10
11
12 13