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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

307 hedge funds and large institutions have $2.38B invested in Schwab Short-Term US Treasury ETF in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 120 increasing their positions, 77 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+55
Holders Change %
+21.83%
% of All Funds
6.85%
Holding in Top 10
47
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+62.07%
% of All Funds
1.05%
New
84
Increased
120
Reduced
77
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DF
1
Donoghue Forlines
Massachusetts
$173M
2
Ameriprise
2
Ameriprise
Minnesota
$99.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$91.1M
4
HCM
4
Hilton Capital Management
New York
$62.5M
5
BCM
5
Brookstone Capital Management
Illinois
$54.1M

Top Sellers

1
IA
1
IndexIQ Advisors
New York
$53M
2
FIMG
2
Financial & Investment Management Group
Michigan
$0
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$19.2M
4
MWM
4
MinichMacGregor Wealth Management
New York
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
76
Gratus Capital
Georgia
$4.54M +$4.54M +182,070 New
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$4.53M +$3.71M +148,576 +453%
AWM
78
Avior Wealth Management
Nebraska
$4.46M +$178K +7,152 +4%
RPGK
79
Retirement Planning Group (Kansas)
Kansas
$4.3M +$700K +28,036 +19%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$4.28M +$4.17M +167,146 +3,924%
CMP
81
Courage Miller Partners
Virginia
$4.25M +$10.6K +426 +0.3%
SAM
82
SignalPoint Asset Management
Missouri
$4.25M -$554K -22,186 -12%
JFGLC
83
Johnson Financial Group LLC (Colorado)
Colorado
$3.8M +$3.8M +152,294 New
VCM
84
Virtue Capital Management
Tennessee
$3.79M +$3.29M +131,980 +659%
PAM
85
Peak Asset Management
Colorado
$3.56M -$39.8K -1,596 -1%
AF
86
Advisornet Financial
Minnesota
$3.4M -$393K -15,746 -10%
CIC
87
Carnegie Investment Counsel
Ohio
$3.36M -$641K -25,700 -16%
CWM
88
Centric Wealth Management
Illinois
$3.35M +$3.35M +134,094 New
SP
89
Successful Portfolios
Florida
$3.24M +$564K +22,618 +21%
FWM
90
Frontier Wealth Management
Missouri
$3.18M -$413K -16,554 -11%
KC
91
Kingfisher Capital
North Carolina
$3.08M +$3.08M +123,214 New
MA
92
MCF Advisors
Kentucky
$3.07M -$29.8K -1,192 -1%
UBS Group
93
UBS Group
Switzerland
$3.04M +$1.83M +73,336 +152%
AB
94
AT Bancorp
Iowa
$3M -$306K -12,266 -9%
APA
95
American Portfolios Advisors
New York
$3M +$2.12M +84,946 +240%
MCM
96
Mengis Capital Management
Oregon
$3M +$1.59M +63,684 +113%
Lido Advisors
97
Lido Advisors
California
$2.94M +$960K +38,474 +48%
Mariner
98
Mariner
Kansas
$2.84M -$75.4K -3,022 -3%
SSWM
99
Sheets Smith Wealth Management
North Carolina
$2.77M +$1.19M +47,840 +76%
BCP
100
Blackhawk Capital Partners
Wisconsin
$2.75M +$2.75M +110,366 New
2 3
4
5 6