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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 %
SBL
301
Sargent Bickham Lagudis
Colorado
$195K -$1.27M -50,138 -87%
AIM
302
Anchor Investment Management
South Carolina
$161K – – –
AIA
303
Arcadia Investment Advisors
Idaho
$150K -$646K -25,548 -81%
PA
304
Parallel Advisors
California
$145K -$359K -14,168 -71%
CWM
305
Cedar Wealth Management
California
$143K +$92.4K +3,658 +182%
SBA
306
Secrest Blakey & Associates
North Carolina
$140K +$24.9K +982 +22%
RCC
307
Red Cedar Capital
Nebraska
$134K +$756 +30 +0.6%
SWM
308
Selective Wealth Management
Virginia
$120K +$120K +4,738 New
MAU
309
MRA Associates USA
Arizona
$120K +$120K +4,732 New
RFA
310
Reilly Financial Advisors
California
$117K -$40.6K -1,600 -26%
BC
311
Bartlett & Co
Ohio
$110K +$110K +4,330 New
BCWM
312
Bartlett & Co Wealth Management
Ohio
$110K +$110K +4,330 New
Barclays
313
Barclays
United Kingdom
$109K -$5.04K -200 -4%
BAM
314
Barrett Asset Management
New York
$104K +$12.7K +500 +14%
WAP
315
Wealthcare Advisory Partners
Pennsylvania
$100K +$101 +4 +0.1%
LFG
316
Larson Financial Group
Missouri
$96K -$23.9K -950 -20%
WOC
317
West Oak Capital
California
$93K +$67.8K +2,694 +269%
TCOV
318
Trust Company of Vermont
Vermont
$90K +$90K +3,576 New
EWM
319
Elmwood Wealth Management
California
$85K +$46.9K +1,854 +123%
ASN
320
Advisory Services Network
Georgia
$84K – – –
HCA
321
Horan Capital Advisors
Ohio
$78K +$78K +3,082 New
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$77K -$19.3K -766 -20%
PB
323
Pinnacle Bancorp
Nebraska
$69K +$1.37K +54 +2%
FRA
324
Front Row Advisors
California
$58K – – –
Deutsche Bank
325
Deutsche Bank
Germany
$52K +$52K +2,082 New
11 12
13
14 15