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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 %
EF
251
Empirical Finance
Pennsylvania
$512K – – –
CWM
252
Chicago Wealth Management
Illinois
$512K +$512K +20,302 New
DI
253
Diligent Investors
California
$505K -$390K -15,432 -44%
DT
254
Diversified Trust
Tennessee
$505K +$505K +20,000 New
RW
255
REDW Wealth
New Mexico
$503K -$322K -12,764 -39%
FWM
256
Focused Wealth Management
New York
$500K +$500K +19,820 New
IAS
257
IMA Advisory Services
Colorado
$486K +$5.5K +218 +1%
MML Investors Services
258
MML Investors Services
Massachusetts
$485K +$96K +3,804 +25%
WAM
259
Weatherly Asset Management
California
$480K +$50 +2 +0%
EH
260
Equitable Holdings
New York
$475K +$475K +18,838 New
BIP
261
Blueprint Investment Partners
North Carolina
$460K +$460K +18,206 New
BCWM
262
Bartlett & Co Wealth Management
Ohio
$458K +$348K +13,800 +319%
SBH
263
Segall Bryant & Hamill
Illinois
$454K – – –
NC
264
NovaPoint Capital
Georgia
$437K +$437K +17,312 New
TWP
265
Total Wealth Planning
Ohio
$431K +$50 +2 +0%
SGCA
266
Steel Grove Capital Advisors
Tennessee
$427K – – –
PFA
267
Pure Financial Advisors
California
$420K -$30.6K -1,212 -7%
CBFP
268
Cedar Brook Financial Partners
Ohio
$420K +$420K +16,648 New
EK
269
Evensky & Katz
Florida
$419K +$218K +8,654 +109%
GRP
270
Global Retirement Partners
California
$415K – – –
SFWA
271
Summit Financial Wealth Advisors
Louisiana
$415K +$4.06K +160 +1%
OIA
272
OneDigital Investment Advisors
Kansas
$412K +$68.7K +2,726 +20%
Rockefeller Capital Management
273
Rockefeller Capital Management
New York
$406K +$13.8K +546 +4%
LNC
274
Lincoln National Corp
Pennsylvania
$402K +$402K +15,936 New
RJT
275
Raymond James Trust
Florida
$401K -$30.2K -1,198 -7%
9 10
11
12 13