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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

424 hedge funds and large institutions have $2.93B invested in Schwab Short-Term US Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 167 increasing their positions, 123 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+56
Holders Change %
+15.22%
% of All Funds
8.37%
Holding in Top 10
53
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.85%
% of All Funds
1.05%
New
96
Increased
167
Reduced
123
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NextCapital Advisers
Illinois
$40.1M
2
Ameriprise
2
Ameriprise
Minnesota
$175M
3
HCM
3
Hilton Capital Management
New York
$146M
4
SEI Investments
4
SEI Investments
Pennsylvania
$227M
5
Truist Financial
5
Truist Financial
North Carolina
$9.78M

Top Sellers

1
Jane Street
1
Jane Street
New York
$16M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$45.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$70.8M
4
PAG
4
Pinnacle Advisory Group
Maryland
$57.6M
5
SFSG
5
Stearns Financial Services Group
North Carolina
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
76
IndexIQ Advisors
New York
$7.01M +$6.28M +248,866 +861%
5L
77
55I LLC
Massachusetts
$6.89M -$15.4M -608,272 -69%
MFT
78
Moisand Fitzgerald Tamayo
Florida
$6.65M +$202K +8,004 +3%
AWM
79
Avior Wealth Management
Nebraska
$6.62M +$1.81M +71,764 +38%
Bank of New York Mellon
80
Bank of New York Mellon
New York
$6.49M +$898K +35,578 +16%
KLI
81
Kelman-Lazarov Inc
Tennessee
$6.49M +$389K +15,430 +6%
SHWM
82
Smith & Howard Wealth Management
Georgia
$6.47M +$1.03M +40,626 +19%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$6.46M +$4.45M +176,388 +222%
AF
84
Advisornet Financial
Minnesota
$6.22M -$3.54M -140,348 -36%
BEI
85
Benjamin Edwards Inc
Missouri
$6.14M +$904K +35,826 +17%
CAM
86
Cresset Asset Management
Illinois
$6.12M -$1.81M -71,602 -23%
SSWM
87
Sheets Smith Wealth Management
North Carolina
$5.82M +$702K +27,804 +14%
APG
88
Abacus Planning Group
South Carolina
$5.8M +$469K +18,578 +9%
FFN
89
Focus Financial Network
Minnesota
$5.64M +$403K +15,968 +8%
CAAS
90
Capital Asset Advisory Services
Michigan
$5.57M +$5.57M +219,906 New
SP
91
Successful Portfolios
Florida
$5.39M +$746K +29,554 +16%
KF
92
Krilogy Financial
Missouri
$5.37M -$1.28M -50,758 -19%
RPGK
93
Retirement Planning Group (Kansas)
Kansas
$5.08M +$261K +10,342 +5%
KC
94
Kingfisher Capital
North Carolina
$5.06M +$1.6M +63,218 +46%
KWM
95
Kingsview Wealth Management
Oregon
$4.99M +$1.71M +67,584 +52%
PCIA
96
Prime Capital Investment Advisors
Kansas
$4.97M -$5.83M -231,004 -54%
DAS
97
Dynamic Advisor Solutions
Arizona
$4.8M -$327K -12,970 -6%
LJAC
98
L.J. Altfest & Co
New York
$4.78M -$297K -11,752 -6%
GCA
99
Gradient Capital Advisors
California
$4.72M +$181K +7,154 +4%
LCC
100
Lincoln Capital Corp
Rhode Island
$4.65M -$269K -10,676 -5%
2 3
4
5 6