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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

340 hedge funds and large institutions have $3.37B invested in Schwab Short-Term US Treasury ETF in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 122 reducing their positions, and 27 closing their positions.

Holders
340
Holders Change
+33
Holders Change %
+10.75%
% of All Funds
7.37%
Holding in Top 10
53
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.77%
% of All Funds
1.15%
New
63
Increased
133
Reduced
122
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$842M
2
Bank of America
2
Bank of America
North Carolina
$435M
3
NFH
3
NEXT Financial Holdings
Texas
$25.8M
4
NFG
4
Next Financial Group
Texas
$25.8M
5
HCM
5
Hengehold Capital Management
Ohio
$27.2M

Top Sellers

1
HCM
1
Hilton Capital Management
New York
$107M
2
DF
2
Donoghue Forlines
Massachusetts
$112M
3
Ameriprise
3
Ameriprise
Minnesota
$65.5M
4
I
4
INVST
Indiana
$5.82M
5
AI
5
Atria Investments
North Carolina
$20.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Lido Advisors
76
Lido Advisors
California
$5.06M 100,836 +41,848 +71%
PAM
77
Peak Asset Management
Colorado
$5.04M 100,413 +29,102 +41%
APG
78
Abacus Planning Group
South Carolina
$4.96M 98,883 -353 -0.4%
5L
79
55I LLC
Massachusetts
$4.89M 97,512 -200,597 -67%
JWS
80
Juncture Wealth Strategies
Arizona
$4.87M 97,012 -50,190 -34%
LCC
81
Lincoln Capital Corp
Rhode Island
$4.82M 96,022 +96,022 New
RPGK
82
Retirement Planning Group (Kansas)
Kansas
$4.54M 90,541 +4,396 +5%
PP
83
PrairieView Partners
Minnesota
$4.54M 90,478 -3,773 -4%
AIA
84
Arcadia Investment Advisors
Idaho
$4.53M 90,344 -28,957 -24%
AWM
85
Avior Wealth Management
Nebraska
$4.48M 89,284 -143 -0.2%
CMP
86
Courage Miller Partners
Virginia
$4.26M 84,974 -219 -0.3%
SAM
87
SignalPoint Asset Management
Missouri
$4.13M 82,357 -2,758 -3%
SP
88
Successful Portfolios
Florida
$4.06M 80,971 +15,992 +25%
CIC
89
Carnegie Investment Counsel
Ohio
$4M 79,591 +12,231 +18%
DP
90
Denver PWM
Colorado
$3.82M 76,243 +71,457 +1,493%
DAS
91
Dynamic Advisor Solutions
Arizona
$3.56M 70,955 +16,136 +29%
KF
92
Krilogy Financial
Missouri
$3.55M 70,669 +29,729 +73%
FFN
93
Focus Financial Network
Minnesota
$3.52M 70,084 +70,084 New
AF
94
Advisornet Financial
Minnesota
$3.43M 68,247 +123 +0.2%
MCM
95
Mengis Capital Management
Oregon
$3.4M 67,785 +7,650 +13%
TF
96
Trek Financial
Arizona
$3.29M 65,560 -79,424 -55%
CWM
97
Centric Wealth Management
Illinois
$3.24M 64,546 -2,501 -4%
WCF
98
West Coast Financial
California
$3.23M 64,271 +26,540 +70%
KC
99
Kingfisher Capital
North Carolina
$3.22M 64,184 +2,577 +4%
VCM
100
Virtue Capital Management
Tennessee
$3.21M 63,977 -12,033 -16%
2 3
4
5 6