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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 %
BTS
76
BB&T Securities
Virginia
$5.63M +$156K +6,168 +3%
Bank of New York Mellon
77
Bank of New York Mellon
New York
$5.6M +$1.39M +54,910 +33%
GIA
78
Gladstone Institutional Advisory
Florida
$5.59M -$923K -36,486 -14%
SHWM
79
Smith & Howard Wealth Management
Georgia
$5.46M +$5.46M +215,770 New
APG
80
Abacus Planning Group
South Carolina
$5.34M +$20.7K +818 +0.4%
FFN
81
Focus Financial Network
Minnesota
$5.25M +$1.3M +51,332 +33%
BEI
82
Benjamin Edwards Inc
Missouri
$5.25M +$109K +4,294 +2%
NS
83
NewDay Solutions
New Hampshire
$5.22M +$869K +34,406 +20%
DAS
84
Dynamic Advisor Solutions
Arizona
$5.14M +$929K +36,744 +22%
SSWM
85
Sheets Smith Wealth Management
North Carolina
$5.13M +$609K +24,094 +13%
Mariner
86
Mariner
Kansas
$5.12M +$860K +33,988 +20%
AG
87
Advisor Group
Arizona
$5.11M +$708K +27,980 +16%
LJAC
88
L.J. Altfest & Co
New York
$5.09M -$3.55M -140,434 -41%
Morgan Stanley
89
Morgan Stanley
New York
$5.03M -$385K -15,238 -7%
3AM
90
3EDGE Asset Management
Florida
$5.03M +$546K +21,602 +12%
LCC
91
Lincoln Capital Corp
Rhode Island
$4.93M +$66.7K +2,638 +1%
NP
92
NorthRock Partners
Minnesota
$4.91M +$4.91M +194,232 New
RPGK
93
Retirement Planning Group (Kansas)
Kansas
$4.83M -$87.4K -3,456 -2%
AWM
94
Avior Wealth Management
Nebraska
$4.82M +$238K +9,416 +5%
SP
95
Successful Portfolios
Florida
$4.65M +$396K +15,662 +9%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$4.64M +$4.49M +177,516 +2,968%
GCA
97
Gradient Capital Advisors
California
$4.55M +$1.09M +43,036 +31%
WP
98
WealthSource Partners
California
$4.48M -$1.52M -60,288 -25%
SWA
99
Stratos Wealth Advisors
Ohio
$4.45M -$13.7K -542 -0.3%
Renaissance Technologies
100
Renaissance Technologies
New York
$4.32M -$5.69M -225,064 -57%
2 3
4
5 6