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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 %
FGAM
76
Financial Gravity Asset Management
Texas
$2.15M +$95.9K +3,866 +5%
GCA
77
Gradient Capital Advisors
California
$2.06M -$187K -7,546 -8%
Lido Advisors
78
Lido Advisors
California
$1.97M +$878K +35,428 +80%
SWM
79
SeaCrest Wealth Management
New York
$1.93M -$344K -13,898 -15%
LFA
80
Landmark Financial Advisors
Kentucky
$1.91M +$301K +12,146 +19%
DI
81
Diligent Investors
California
$1.91M +$136K +5,502 +8%
SBL
82
Sargent Bickham Lagudis
Colorado
$1.87M -$8.38K -338 -0.4%
HI
83
Harrington Investments
California
$1.87M -$226K -9,100 -11%
MWA
84
MFA Wealth Advisors
Pennsylvania
$1.86M -$239K -9,630 -11%
FC
85
Financial Consulate
Maryland
$1.81M -$10.1K -408 -0.6%
BCMO
86
Buckingham Capital Management (Ohio)
Ohio
$1.76M +$56K +2,260 +3%
TCM
87
Twele Capital Management
Minnesota
$1.72M +$64.2K +2,590 +4%
AA
88
Advisory Alpha
Michigan
$1.7M -$91.9K -3,710 -5%
RC
89
Roundview Capital
New Jersey
$1.66M +$459K +18,516 +38%
SFA
90
Sequoia Financial Advisors
Ohio
$1.65M -$533K -21,482 -24%
CCM
91
Carlson Capital Management
Minnesota
$1.64M -$356K -14,374 -18%
BFG
92
Bouchey Financial Group
New York
$1.62M +$1.62M +65,292 New
VAM
93
Visionary Asset Management
Texas
$1.58M +$273K +10,998 +21%
SSWM
94
Sheets Smith Wealth Management
North Carolina
$1.57M +$1.57M +63,284 New
LYV
95
Live Your Vision
Pennsylvania
$1.57M +$42.5K +1,716 +3%
KWM
96
Kingsview Wealth Management
Oregon
$1.53M -$1.14M -45,900 -43%
LWAC
97
Laurel Wealth Advisors (California)
California
$1.46M +$59.8K +2,414 +4%
IWC
98
Integrated Wealth Concepts
Massachusetts
$1.44M +$6.88K +278 +0.5%
MCM
99
Mengis Capital Management
Oregon
$1.4M +$1.4M +56,586 New
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$1.39M +$1.39M +55,878 New
2 3
4
5 6