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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 %
WCM
301
Whitener Capital Management
North Carolina
$1K – – –
AWM
302
Arbor Wealth Management
Florida
$1K +$1K +56 New
CF
303
Centaurus Financial
California
$7 +$7 +698 +5,817%
FIMG
304
Financial & Investment Management Group
Michigan
– -$13.5M -545,920 Closed
MWM
305
MinichMacGregor Wealth Management
New York
– -$11.2M -453,436 Closed
Jane Street
306
Jane Street
New York
– -$9.66M -389,612 Closed
AIM
307
Arcadia Investment Management
Michigan
– -$4.56M -183,854 Closed
ACM
308
Advisors Capital Management
New Jersey
– -$3.13M -126,148 Closed
VHAM
309
Van Hulzen Asset Management
California
– -$2.61M -105,102 Closed
MWA
310
MFA Wealth Advisors
Pennsylvania
– -$1.86M -74,682 Closed
AA
311
Advisory Alpha
Michigan
– -$1.7M -68,556 Closed
Susquehanna International Group
312
Susquehanna International Group
Pennsylvania
– -$1.39M -55,878 Closed
TPWA
313
TRUE Private Wealth Advisors
Oregon
– -$531K -21,428 Closed
SBH
314
Segall Bryant & Hamill
Illinois
– -$397K -16,000 Closed
RW
315
REDW Wealth
New Mexico
– -$379K -15,282 Closed
DWT
316
Dorsey & Whitney Trust
South Dakota
– -$353K -14,234 Closed
WA
317
Wealth Architects
California
– -$313K -12,612 Closed
JIC
318
Johnson Investment Counsel
Ohio
– -$231K -9,326 Closed
SBA
319
Secrest Blakey & Associates
North Carolina
– -$224K -9,044 Closed
CCM
320
Coldstream Capital Management
Washington
– -$219K -8,828 Closed
HGWM
321
Harvest Group Wealth Management
Massachusetts
– -$211K -8,526 Closed
SPC
322
Sigma Planning Corp
Michigan
– -$201K -8,090 Closed
SWP
323
Stratos Wealth Partners
Ohio
– -$103K -4,148 Closed
SPIA
324
Steward Partners Investment Advisory
New York
– -$51K -2,052 Closed
ML
325
McAdam LLC
Pennsylvania
– -$45K -1,822 Closed
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13
14