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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

340 hedge funds and large institutions have $3.37B invested in Schwab Short-Term US Treasury ETF in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 122 reducing their positions, and 27 closing their positions.

Holders
340
Holders Change
+33
Holders Change %
+10.75%
% of All Funds
7.37%
Holding in Top 10
53
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.77%
% of All Funds
1.15%
New
63
Increased
133
Reduced
122
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$842M
2
Bank of America
2
Bank of America
North Carolina
$435M
3
NFH
3
NEXT Financial Holdings
Texas
$25.8M
4
NFG
4
Next Financial Group
Texas
$25.8M
5
HCM
5
Hengehold Capital Management
Ohio
$27.2M

Top Sellers

1
HCM
1
Hilton Capital Management
New York
$107M
2
DF
2
Donoghue Forlines
Massachusetts
$112M
3
Ameriprise
3
Ameriprise
Minnesota
$65.5M
4
I
4
INVST
Indiana
$5.82M
5
AI
5
Atria Investments
North Carolina
$20.8M
Name Market Value Shares Shares
Change 		Shares
Change %
VFA
326
Valeo Financial Advisors
Indiana
$7K 145 +145 New
WPA
327
West Paces Advisors
Georgia
$6.93K 138 -9,600 -99%
RFM
328
Royal Fund Management
Florida
$6K 122 – –
JFA
329
JNBA Financial Advisors
Minnesota
$5K 91 +48 +112%
SFG
330
SevenBridge Financial Group
Pennsylvania
$5K 109 +101 +1,263%
AIS
331
Accurate Investment Solutions
Pennsylvania
$4K 75 – –
VCM
332
Versant Capital Management
Arizona
$4K 91 +1 +1%
BFEC
333
Benjamin F. Edwards & Company
Missouri
$2K 41 – –
HGWM
334
Harvest Group Wealth Management
Massachusetts
$2K 35 +35 New
PA
335
Parallel Advisors
California
$1K 22 -18,754 -100%
AWM
336
Arbor Wealth Management
Florida
$1K 28 – –
WCM
337
Whitener Capital Management
North Carolina
$1K 31 +5 +19%
Koshinski Asset Management
338
Koshinski Asset Management
Illinois
$427 8,516 +3 +0%
SWA
339
SFMG Wealth Advisors
Texas
– – -514,481 Closed
WCM
340
Weatherstone Capital Management
Colorado
– – -297,613 Closed
QCMC
341
Quantum Capital Management (California)
California
– – -174,745 Closed
JFGLC
342
Johnson Financial Group LLC (Colorado)
Colorado
– – -76,147 Closed
WSTAM
343
Wilbanks Smith & Thomas Asset Management
Virginia
– – -16,317 Closed
VAIA
344
Virtus Alternative Investment Advisers
Connecticut
– – -15,200 Closed
FWM
345
Focused Wealth Management
New York
– – -10,964 Closed
LA
346
LVW Advisors
New York
– – -10,074 Closed
Wolverine Trading
347
Wolverine Trading
Illinois
– – -8,083 Closed
BOH
348
Bank of Hawaii
Hawaii
– – -7,500 Closed
BAAM
349
Baker Avenue Asset Management
California
– – -7,390 Closed
CNBT
350
Canandaigua National Bank & Trust
New York
– – -7,190 Closed
11 12 13
14
15