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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.

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 %
DAS
101
Dynamic Advisor Solutions
Arizona
$2.73M +$2.73M +109,638 New
RC
102
Roundview Capital
New Jersey
$2.7M +$1.03M +41,206 +61%
PFA
103
Pinnacle Family Advisors
Missouri
$2.57M +$2.57M +103,146 New
JWA
104
JFS Wealth Advisors
Pennsylvania
$2.55M +$1.76M +70,418 +222%
SG Americas Securities
105
SG Americas Securities
New York
$2.37M +$2.37M +94,798 New
SFA
106
Sequoia Financial Advisors
Ohio
$2.36M +$699K +28,022 +42%
MCM
107
Maxim Capital Management
California
$2.33M +$2.33M +93,246 New
MAFM
108
Mid Atlantic Financial Management
Pennsylvania
$2.24M +$2.24M +89,728 New
SCA
109
STALEY CAPITAL ADVISERS
Pennsylvania
$2.22M -$414K -16,610 -16%
FGC
110
Financial Gravity Companies
Texas
$2.15M +$2.15M +86,126 New
UCMOK
111
United Capital Management of KS
Kansas
$2.11M -$1.43M -57,188 -40%
SIM
112
Sterling Investment Management
Arizona
$2.06M +$1.44M +57,832 +235%
LYV
113
Live Your Vision
Pennsylvania
$2.05M +$477K +19,136 +30%
KF
114
Krilogy Financial
Missouri
$2.04M -$473K -18,958 -19%
LFA
115
Landmark Financial Advisors
Kentucky
$1.89M -$34.5K -1,382 -2%
WCF
116
West Coast Financial
California
$1.88M +$784K +31,420 +71%
KWM
117
Kingsview Wealth Management
Oregon
$1.84M +$307K +12,310 +20%
TCM
118
Twele Capital Management
Minnesota
$1.84M +$112K +4,498 +6%
SWM
119
SeaCrest Wealth Management
New York
$1.8M -$139K -5,568 -7%
BFG
120
Bouchey Financial Group
New York
$1.79M +$163K +6,548 +10%
GCA
121
Gradient Capital Advisors
California
$1.79M -$291K -11,666 -14%
FC
122
Financial Consulate
Maryland
$1.75M -$74.1K -2,970 -4%
DI
123
Diligent Investors
California
$1.74M -$183K -7,316 -10%
HI
124
Harrington Investments
California
$1.67M -$214K -8,570 -11%
SWM
125
SVA Wealth Management
Wisconsin
$1.65M +$287K +11,522 +21%
3 4
5
6 7