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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.

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 %
Wells Fargo
51
Wells Fargo
California
$10.8M +$3.15M +124,454 +41%
CWM
52
Cabot Wealth Management
Massachusetts
$10.8M +$84.6K +3,346 +0.8%
LWAC
53
Laurel Wealth Advisors (California)
California
$10.4M -$113K -4,450 -1%
BCM
54
Blume Capital Management
California
$9.8M -$1.69M -66,714 -15%
AF
55
Advisornet Financial
Minnesota
$9.79M +$3.62M +143,108 +59%
VDFA
56
Vickerman & Driscoll Financial Advisors
Washington
$8.97M -$73.9K -2,920 -0.8%
ATI
57
Act Two Investors
California
$8.83M +$1.33M +52,966 +18%
FIM
58
Freedom Investment Management
Connecticut
$8.76M +$26.7K +1,056 +0.3%
WCF
59
West Coast Financial
California
$8.49M +$2.67M +105,374 +46%
PAM
60
Peak Asset Management
Colorado
$8.25M +$2.76M +109,082 +50%
FEG
61
Fund Evaluation Group
Ohio
$8.25M – – –
DIA
62
Dean Investment Associates
Ohio
$8.24M +$75.9K +3,000 +0.9%
JWS
63
Juncture Wealth Strategies
Arizona
$8.23M +$1.55M +61,254 +23%
CAM
64
Cresset Asset Management
Illinois
$7.95M -$4.42M -174,756 -36%
CHJWM
65
Carlton Hofferkamp & Jenks Wealth Management
Texas
$7.73M +$393K +15,514 +5%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$7.55M +$1.14M +45,006 +18%
MCIA
67
Mountain Capital Investment Advisors
Colorado
$7.28M -$205K -8,104 -3%
DP
68
Denver PWM
Colorado
$6.8M +$252K +9,968 +4%
Lido Advisors
69
Lido Advisors
California
$6.79M -$239K -9,452 -3%
Millennium Management
70
Millennium Management
New York
$6.74M +$2.46M +97,336 +58%
WIA
71
World Investment Advisors
California
$6.69M +$576K +22,764 +9%
WWM
72
WT Wealth Management
Arizona
$6.67M +$6.67M +263,720 New
KF
73
Krilogy Financial
Missouri
$6.67M +$718K +28,368 +12%
MFT
74
Moisand Fitzgerald Tamayo
Florida
$6.47M +$272K +10,752 +4%
KLI
75
Kelman-Lazarov Inc
Tennessee
$6.11M +$2.92M +115,244 +91%
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