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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 %
SWM
101
SVA Wealth Management
Wisconsin
$1.35M +$61.5K +2,482 +5%
BCI
102
Brinker Capital Investments
Pennsylvania
$1.29M +$78.6K +3,170 +7%
HSA
103
HBK Sorce Advisory
Pennsylvania
$1.24M +$1.24M +49,990 New
NCM
104
Northwest Capital Management
Oregon
$1.21M -$6.44K -260 -0.5%
GIA
105
GHP Investment Advisors
Colorado
$1.21M -$1.34M -53,934 -53%
UBS Group
106
UBS Group
Switzerland
$1.2M -$52.1K -2,102 -4%
CW
107
CreativeOne Wealth
Kansas
$1.19M +$334K +13,466 +39%
Deutsche Bank
108
Deutsche Bank
Germany
$1.18M +$188K +7,572 +19%
CWM
109
Confluence Wealth Management
Oregon
$1.17M +$46.6K +1,882 +4%
MA
110
MUFG Americas
New York
$1.14M +$358K +14,430 +46%
MA
111
Mutual Advisors
Nebraska
$1.11M -$22.3K -902 -2%
WCF
112
West Coast Financial
California
$1.09M +$600K +24,180 +122%
B
113
Bailard
California
$1.09M -$3.69M -148,836 -77%
Allianz Asset Management
114
Allianz Asset Management
Germany
$1.07M -$1.02M -41,060 -49%
PSUF
115
People's United Financial
Connecticut
$1.07M +$269K +10,868 +34%
REMPR
116
Roof Eidam Maycock Peralta (REMP)
California
$1.06M -$221K -8,900 -17%
IF
117
Ironwood Financial
Arizona
$1.05M +$324K +13,076 +45%
LFS
118
Lutz Financial Services
Nebraska
$1.05M +$37K +1,494 +4%
HCIA
119
Hochman Cole Investment Advisors
Illinois
$1.05M -$15.4K -620 -1%
SAM
120
Summit Asset Management
Tennessee
$1.01M – – –
SDWMA
121
Schneider Downs Wealth Management Advisors
Pennsylvania
$998K +$366K +14,762 +58%
3C
122
361 Capital
Colorado
$951K +$29.6K +1,194 +3%
PA
123
Parallel Advisors
California
$931K – – –
AWA
124
Arete Wealth Advisors
Illinois
$930K +$137K +5,532 +17%
LPL Financial
125
LPL Financial
California
$910K +$100K +4,044 +12%
3 4
5
6 7