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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

345 hedge funds and large institutions have $3.33B invested in Schwab Short-Term US Treasury ETF in 2019 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 165 increasing their positions, 105 reducing their positions, and 30 closing their positions.

Holders
345
Holders Change
+5
Holders Change %
+1.47%
% of All Funds
7.5%
Holding in Top 10
51
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.77%
% of All Funds
1.11%
New
42
Increased
165
Reduced
105
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
1
Hilton Capital Management
New York
$130M
2
Bank of America
2
Bank of America
North Carolina
$484M
3
Ameriprise
3
Ameriprise
Minnesota
$108M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$41.3M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$24.4M

Top Sellers

1
DF
1
Donoghue Forlines
Massachusetts
$3.27M
2
BCM
2
Brookstone Capital Management
Illinois
$229K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$37.2M
4
Stifel Financial
4
Stifel Financial
Missouri
$37.8M
5
HCM
5
Hengehold Capital Management
Ohio
$844K
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
101
Gradient Capital Advisors
California
$3.46M +$1.07M +42,478 +45%
KC
102
Kingfisher Capital
North Carolina
$3.4M +$150K +5,942 +5%
DF
103
Donoghue Forlines
Massachusetts
$3.27M -$110M -4,329,846 -97%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$3.26M +$147K +5,828 +5%
KLI
105
Kelman-Lazarov Inc
Tennessee
$3.19M +$3.19M +126,272 New
PMG
106
ProVise Management Group
Florida
$3.05M +$354K +13,976 +13%
MCM
107
Mengis Capital Management
Oregon
$3.02M -$411K -16,250 -12%
FAM
108
Foothills Asset Management
Arizona
$2.9M -$214K -8,462 -7%
HSA
109
HBK Sorce Advisory
Pennsylvania
$2.87M -$38.5K -1,522 -1%
CWM
110
Centric Wealth Management
Illinois
$2.79M -$472K -18,666 -14%
MA
111
MCF Advisors
Kentucky
$2.79M -$334K -13,224 -11%
ACM
112
AlphaStar Capital Management
North Carolina
$2.71M -$134K -5,292 -5%
SB
113
Suntrust Banks
Georgia
$2.6M +$568K +22,838 +28%
MCM
114
Maxim Capital Management
California
$2.47M -$111K -4,376 -4%
LFA
115
Landmark Financial Advisors
Kentucky
$2.45M +$583K +23,074 +31%
Creative Planning
116
Creative Planning
Kansas
$2.38M +$2.17M +85,846 +1,021%
KWM
117
Kingsview Wealth Management
Oregon
$2.31M +$196K +7,742 +9%
FANJ
118
Financial Architects (New Jersey)
New Jersey
$2.24M +$1.24M +48,896 +124%
BDF
119
Black Diamond Financial
Maryland
$2.23M +$567K +22,432 +34%
BIA
120
BHK Investment Advisors
Alabama
$2.21M -$413K -16,312 -16%
I
121
INVST
Indiana
$2.14M -$3.73M -147,788 -64%
AWA
122
Arete Wealth Advisors
Illinois
$2.07M +$252K +9,952 +14%
FNT
123
First National Trust
Pennsylvania
$2.07M +$2.07M +81,780 New
BFG
124
Bouchey Financial Group
New York
$2.06M +$202K +7,968 +11%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$2.05M +$262K +10,346 +15%
3 4
5
6 7