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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

252 hedge funds and large institutions have $1.3B invested in Schwab Short-Term US Treasury ETF in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 114 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+15
Holders Change %
+6.33%
% of All Funds
5.77%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.66%
New
39
Increased
114
Reduced
76
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$63.9M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$32.1M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$43.2M
4
LJAC
4
L.J. Altfest & Co
New York
$12.5M
5
SEI Investments
5
SEI Investments
Pennsylvania
$165M

Top Sellers

1
IA
1
IndexIQ Advisors
New York
$74.6M
2
HCM
2
Hilton Capital Management
New York
$43.3M
3
AI
3
Atria Investments
North Carolina
$2.38M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$7.74M
5
MWM
5
MinichMacGregor Wealth Management
New York
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
51
Arcadia Investment Management
Michigan
$4.56M +$843 +34 +0%
AWM
52
Avior Wealth Management
Nebraska
$4.24M +$326K +13,188 +8%
CMP
53
Courage Miller Partners
Virginia
$4.21M +$12.1K +488 +0.3%
Ameriprise
54
Ameriprise
Minnesota
$4.06M -$222K -8,942 -5%
CIC
55
Carnegie Investment Counsel
Ohio
$3.98M -$2.46M -99,280 -38%
AF
56
Advisornet Financial
Minnesota
$3.77M +$1.09M +43,862 +41%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$3.64M +$1.15M +46,540 +46%
RPGK
58
Retirement Planning Group (Kansas)
Kansas
$3.58M +$170K +6,858 +5%
PAM
59
Peak Asset Management
Colorado
$3.57M -$34.1K -1,376 -0.9%
FWM
60
Frontier Wealth Management
Missouri
$3.57M -$542K -21,872 -13%
UCMOK
61
United Capital Management of KS
Kansas
$3.51M +$3.51M +141,644 New
DF
62
Donoghue Forlines
Massachusetts
$3.38M +$3.38M +136,234 New
AG
63
Advisor Group
Arizona
$3.36M -$2.95M -118,848 -47%
AB
64
AT Bancorp
Iowa
$3.29M +$201K +8,118 +7%
BFPW
65
BOK Financial Private Wealth
Colorado
$3.21M +$576K +23,232 +22%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$3.14M +$2M +80,676 +175%
ACM
67
Advisors Capital Management
New Jersey
$3.13M +$216K +8,730 +7%
MA
68
MCF Advisors
Kentucky
$3.08M +$1.54M +62,314 +101%
Mariner
69
Mariner
Kansas
$2.9M -$24.6K -992 -0.8%
SP
70
Successful Portfolios
Florida
$2.66M -$97.8K -3,948 -4%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$2.64M +$38.4K +1,550 +1%
SCA
72
STALEY CAPITAL ADVISERS
Pennsylvania
$2.62M -$54.5K -2,200 -2%
VHAM
73
Van Hulzen Asset Management
California
$2.61M -$770K -31,054 -23%
KF
74
Krilogy Financial
Missouri
$2.5M +$211K +8,534 +9%
AI
75
Atria Investments
North Carolina
$2.38M -$5.76M -232,428 -71%
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