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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 %
SSWM
101
Sheets Smith Wealth Management
North Carolina
$3.18M 63,295 +7,733 +14%
MA
102
MCF Advisors
Kentucky
$3.1M 61,665 +143 +0.2%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$3.09M 61,602 -29,077 -32%
FAM
104
Foothills Asset Management
Arizona
$3.09M 61,579 +61,579 New
SBL
105
Sargent Bickham Lagudis
Colorado
$3M 59,845 -98,432 -62%
Mariner
106
Mariner
Kansas
$2.93M 58,334 +1,347 +2%
Jane Street
107
Jane Street
New York
$2.91M 57,876 +57,876 New
HSA
108
HBK Sorce Advisory
Pennsylvania
$2.88M 57,446 -115,534 -67%
ACM
109
AlphaStar Capital Management
North Carolina
$2.74M 56,230 +56,230 New
PMG
110
ProVise Management Group
Florida
$2.68M 53,344 +30,447 +133%
AB
111
AT Bancorp
Iowa
$2.66M 52,920 -7,259 -12%
FAIM
112
Financial Advocates Investment Management
Washington
$2.64M 52,534 -155,424 -75%
BIA
113
BHK Investment Advisors
Alabama
$2.6M 51,754 +51,754 New
Millennium Management
114
Millennium Management
New York
$2.59M 51,580 +42,134 +446%
MCM
115
Maxim Capital Management
California
$2.56M 51,016 +4,393 +9%
APA
116
American Portfolios Advisors
New York
$2.42M 48,160 -12,010 -20%
GCA
117
Gradient Capital Advisors
California
$2.36M 47,086 +11,323 +32%
FWM
118
Frontier Wealth Management
Missouri
$2.34M 46,554 -17,190 -27%
SCA
119
STALEY CAPITAL ADVISERS
Pennsylvania
$2.11M 41,945 -2,500 -6%
KWM
120
Kingsview Wealth Management
Oregon
$2.09M 41,713 +4,775 +13%
SB
121
Suntrust Banks
Georgia
$2.03M 40,810 +20,933 +105%
PAG
122
Private Advisor Group
New Jersey
$2.03M 40,362 +19,628 +95%
FVWA
123
Foster Victor Wealth Advisors
South Carolina
$2.02M 40,262 +40,262 New
TCM
124
Twele Capital Management
Minnesota
$1.92M 38,258 +1,402 +4%
LPL Financial
125
LPL Financial
California
$1.92M 38,180 +16,761 +78%
3 4
5
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