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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

456 hedge funds and large institutions have $4.18B invested in Schwab Short-Term US Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 171 increasing their positions, 176 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+32
Holders Change %
+7.55%
% of All Funds
10.07%
Holding in Top 10
80
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+50.94%
% of All Funds
1.77%
New
67
Increased
171
Reduced
176
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$312M
2
WI
WBI Investments
New Jersey
+$118M
3
Ameriprise
Ameriprise
Minnesota
+$107M
4
NA
NextCapital Advisers
Illinois
+$103M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$57.1M

Top Sellers

1
MWM
MinichMacGregor Wealth Management
New York
-$21M
2
FHA
First Horizon Advisors
Tennessee
-$18.4M
3
SFSG
Stearns Financial Services Group
North Carolina
-$16.6M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$16M
5
Stifel Financial
Stifel Financial
Missouri
-$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
451
Optimal Asset Management
California
$414 -$1.02K -39,322 -71%
WA
452
WBH Advisory
Maryland
$319 +$29 +1,132 +10%
MWM
453
MinichMacGregor Wealth Management
New York
– -$21M -831,872 Closed
DP
454
Denver PWM
Colorado
– -$7.46M -295,568 Closed
GGI
455
GPM Growth Investors
Michigan
– -$4.47M -176,936 Closed
TI
456
tru Independence
Oregon
– -$3.77M -145,682 Closed
MAG
457
Mayfair Advisory Group
Alabama
– -$1.93M -76,548 Closed
HA
458
HC Advisors
Georgia
– -$1.67M -66,130 Closed
Millennium Management
459
Millennium Management
New York
– -$1.43M -56,638 Closed
Susquehanna International Group
460
Susquehanna International Group
Pennsylvania
– -$1.3M -51,674 Closed
FP
461
Fiduciary Planning
Florida
– -$1.07M -42,202 Closed
AI
462
Atria Investments
North Carolina
– -$1.06M -42,070 Closed
SC
463
Slow Capital
California
– -$856K -33,914 Closed
GIA
464
GHP Investment Advisors
Colorado
– -$599K -23,730 Closed
DS
465
DRW Securities
Illinois
– -$353K -14,000 Closed
I
466
INVST
Indiana
– -$298K -11,812 Closed
VDFA
467
Vickerman & Driscoll Financial Advisors
Washington
– -$263K -10,432 Closed
JWCA
468
J.W. Cole Advisors
Florida
– -$253K -10,012 Closed
PFA
469
Pathway Financial Advisors
Vermont
– -$238K -9,400 Closed
SQA
470
Simon Quick Advisors
New Jersey
– -$225K -8,916 Closed
PAG
471
Private Advisor Group
New Jersey
– -$222K -8,794 Closed
RI
472
Ridgewood Investments
New Jersey
– -$212K -8,384 Closed
GT
473
Greenleaf Trust
Michigan
– -$203K -8,026 Closed
S
474
SignatureFD
Georgia
– -$129K -5,112 Closed
HCA
475
Horan Capital Advisors
Ohio
– -$83K -3,302 Closed
16 17 18
19
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