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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

424 hedge funds and large institutions have $2.93B invested in Schwab Short-Term US Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 167 increasing their positions, 123 reducing their positions, and 35 closing their positions.

Holders
424
Holders Change
+56
Holders Change %
+15.22%
% of All Funds
8.37%
Holding in Top 10
53
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.85%
% of All Funds
1.05%
New
96
Increased
167
Reduced
123
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NextCapital Advisers
Illinois
$40.1M
2
Ameriprise
2
Ameriprise
Minnesota
$175M
3
HCM
3
Hilton Capital Management
New York
$146M
4
SEI Investments
4
SEI Investments
Pennsylvania
$227M
5
Truist Financial
5
Truist Financial
North Carolina
$9.78M

Top Sellers

1
Jane Street
1
Jane Street
New York
$16M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$45.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$70.8M
4
PAG
4
Pinnacle Advisory Group
Maryland
$57.6M
5
SFSG
5
Stearns Financial Services Group
North Carolina
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
26
Buckingham Strategic Wealth
Missouri
$24.5M -$2.84M -112,564 -10%
DW
27
Domani Wealth
Pennsylvania
$22.7M +$1.16M +45,888 +5%
CF
28
Corrigan Financial
Rhode Island
$22.6M +$166K +6,562 +0.7%
MWM
29
MinichMacGregor Wealth Management
New York
$21M +$971K +38,482 +5%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$20.7M +$2.11M +83,754 +11%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$18.9M +$584K +23,120 +3%
SFSG
32
Stearns Financial Services Group
North Carolina
$18.7M -$20.7M -821,290 -53%
FHA
33
First Horizon Advisors
Tennessee
$18.2M +$1.26M +50,038 +7%
LIM
34
Leavell Investment Management
Alabama
$16.6M -$169K -6,696 -1%
FAAS
35
First Allied Advisory Services
California
$16.5M -$2.52M -99,762 -13%
Jane Street
36
Jane Street
New York
$16M -$224M -8,894,374 -93%
RRC
37
Relaxing Retirement Coach
Massachusetts
$15.9M +$823K +32,612 +5%
RC
38
Roundview Capital
New Jersey
$15.9M +$2.42M +95,804 +18%
MIM
39
Morningstar Investment Management
Illinois
$15.3M +$2.56M +101,486 +20%
UWM
40
USAdvisors Wealth Management
Minnesota
$14.6M +$887K +35,148 +6%
CM
41
Columbus Macro
Pennsylvania
$14.5M -$4.2M -166,436 -22%
CIC
42
Carnegie Investment Counsel
Ohio
$14.5M +$1.65M +65,264 +13%
ACG
43
Allen Capital Group
Nebraska
$14.5M -$274K -10,860 -2%
MAM
44
Marotta Asset Management
Virginia
$13.8M +$13.8M +544,930 New
FEG
45
Fund Evaluation Group
Ohio
$13.5M +$5.24M +207,730 +64%
FAIM
46
Financial Advocates Investment Management
Washington
$13.1M -$523K -20,720 -4%
DBRC
47
D.B. Root & Company
Pennsylvania
$13.1M -$1.27M -50,230 -9%
Renaissance Technologies
48
Renaissance Technologies
New York
$13.1M +$8.77M +347,356 +203%
AWS
49
Arkfeld Wealth Strategies
Nebraska
$12.6M +$12.6M +496,732 New
SIM
50
Sterling Investment Management
Arizona
$12.5M +$72.5K +2,874 +0.6%
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