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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
1
Jane Street
New York
$241M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$93.9M
3
PAG
3
Pinnacle Advisory Group
Maryland
$79.6M
4
Bank of America
4
Bank of America
North Carolina
$527M
5
FAG
5
Financial Advisory Group
Texas
$35.9M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$110M
2
IA
2
IndexIQ Advisors
New York
$731K
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$0
4
AA
4
Alesco Advisors
New York
$26.9M
5
HCM
5
Hilton Capital Management
New York
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCP
376
Blackhawk Capital Partners
Wisconsin
– -$294K -11,614 Closed
RF
377
RHS Financial
California
– -$262K -10,356 Closed
MFGP
378
Marshall Financial Group (Pennsylvania)
Pennsylvania
– -$252K -9,960 Closed
GC
379
Gratus Capital
Georgia
– -$230K -9,090 Closed
APCM
380
Alaska Permanent Capital Management
Alaska
– -$199K -7,900 Closed
RCAG
381
Rehmann Capital Advisory Group
Michigan
– -$175K -6,900 Closed
IWA
382
IBEX Wealth Advisors
New Jersey
– -$155K -6,128 Closed
AOWM
383
Alpha Omega Wealth Management
Virginia
– -$93K -3,694 Closed
DWM
384
Destination Wealth Management
California
– -$67K -2,658 Closed
ESB
385
Essex Savings Bank
Connecticut
– -$49K -1,950 Closed
HPC
386
HM Payson & Co
Maine
– -$43K -1,692 Closed
CWA
387
Clarus Wealth Advisors
Arizona
– -$25K -1,002 Closed
BL
388
Balentine LLC
Georgia
– -$25K -1,000 Closed
HS
389
Horan Securities
United States
– -$23K -902 Closed
DAM
390
Delta Asset Management
Tennessee
– -$15K -600 Closed
SFG
391
SevenBridge Financial Group
Pennsylvania
– -$12K -462 Closed
LWANC
392
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$11K -452 Closed
VFA
393
Valeo Financial Advisors
Indiana
– -$7K -290 Closed
WPA
394
West Paces Advisors
Georgia
– -$6.98K -276 Closed
JPMorgan Chase & Co
395
JPMorgan Chase & Co
New York
– -$5K -184 Closed
RWA
396
Ropes Wealth Advisors
Massachusetts
– -$4K -142 Closed
AWM
397
Arbor Wealth Management
Florida
– -$1K -56 Closed
TCM
398
TD Capital Management
Tennessee
– -$1K -54 Closed
12 13 14 15
16