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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 %
CF
26
Corrigan Financial
Rhode Island
$22.5M +$247K +9,758 +1%
5L
27
55I LLC
Massachusetts
$22.3M +$8.65M +342,156 +63%
BC
28
Brinker Capital
Pennsylvania
$22.1M +$3.03M +119,702 +16%
DW
29
Domani Wealth
Pennsylvania
$21.6M +$1.09M +43,062 +5%
MWM
30
MinichMacGregor Wealth Management
New York
$20.1M +$14.2M +561,526 +242%
FAAS
31
First Allied Advisory Services
California
$19M -$5.87M -231,852 -24%
CM
32
Columbus Macro
Pennsylvania
$18.8M -$4.73M -187,030 -20%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$18.6M +$17.5K +694 +0.1%
AEPG
34
American Economic Planning Group
New Jersey
$18.5M -$67.6K -2,674 -0.4%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$18.4M +$1.58M +62,444 +9%
ECM
36
Evergreen Capital Management
Washington
$17.6M +$17.6M +694,974 New
FHA
37
First Horizon Advisors
Tennessee
$17M +$1.41M +55,896 +9%
LIM
38
Leavell Investment Management
Alabama
$16.8M -$502K -19,828 -3%
RRC
39
Relaxing Retirement Coach
Massachusetts
$15.1M +$286K +11,296 +2%
ACG
40
Allen Capital Group
Nebraska
$14.8M -$7.65M -302,060 -34%
DBRC
41
D.B. Root & Company
Pennsylvania
$14.4M -$886K -35,034 -6%
UWM
42
USAdvisors Wealth Management
Minnesota
$13.8M -$922K -36,450 -6%
FAIM
43
Financial Advocates Investment Management
Washington
$13.7M +$2.59M +102,360 +23%
RC
44
Roundview Capital
New Jersey
$13.5M +$1.11M +43,978 +9%
CIC
45
Carnegie Investment Counsel
Ohio
$12.9M +$9.28M +366,756 +257%
MIM
46
Morningstar Investment Management
Illinois
$12.7M +$79.5K +3,146 +0.6%
SIM
47
Sterling Investment Management
Arizona
$12.4M +$3.32M +131,170 +36%
CMP
48
Courage Miller Partners
Virginia
$11.5M +$315K +12,438 +3%
CFA
49
Cahill Financial Advisors
Minnesota
$11.2M +$656K +25,926 +6%
PCIA
50
Prime Capital Investment Advisors
Kansas
$10.8M -$1.88M -74,324 -15%
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