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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

368 hedge funds and large institutions have $3.05B invested in Schwab Short-Term US Treasury ETF in 2019 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 168 increasing their positions, 108 reducing their positions, and 32 closing their positions.

Holders
368
Holders Change
+23
Holders Change %
+6.67%
% of All Funds
8.08%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
1.19%
New
55
Increased
168
Reduced
108
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$241M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$93.9M
3
PAG
3
Pinnacle Advisory Group
Maryland
$79.6M
4
Bank of America
4
Bank of America
North Carolina
$527M
5
FAG
5
Financial Advisory Group
Texas
$35.9M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$110M
2
IA
2
IndexIQ Advisors
New York
$731K
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$0
4
AA
4
Alesco Advisors
New York
$26.9M
5
HCM
5
Hilton Capital Management
New York
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
101
SignalPoint Asset Management
Missouri
$4.04M -$368K -14,556 -8%
BIA
102
Bigelow Investment Advisors
Maine
$3.74M +$2.35M +92,990 +169%
FNT
103
First National Trust
Pennsylvania
$3.73M +$1.67M +65,820 +80%
BFPW
104
BOK Financial Private Wealth
Colorado
$3.7M +$74K +2,924 +2%
HCM
105
Hutchinson Capital Management
California
$3.65M +$3.65M +144,270 New
LA
106
LVW Advisors
New York
$3.51M +$3.51M +138,802 New
KC
107
Kingfisher Capital
North Carolina
$3.48M +$78.5K +3,104 +2%
PP
108
PrairieView Partners
Minnesota
$3.33M -$258K -10,184 -7%
KWM
109
Kingsview Wealth Management
Oregon
$3.29M +$986K +38,992 +43%
SB
110
Suntrust Banks
Georgia
$3.28M +$634K +25,068 +24%
MCM
111
Maxim Capital Management
California
$3.12M +$649K +25,658 +26%
MCM
112
Mengis Capital Management
Oregon
$3.11M +$92.6K +3,660 +3%
DF
113
Donoghue Forlines
Massachusetts
$3.08M -$189K -7,462 -6%
FANJ
114
Financial Architects (New Jersey)
New Jersey
$3.05M +$810K +32,016 +36%
FAM
115
Foothills Asset Management
Arizona
$2.91M +$11.7K +462 +0.4%
FVWA
116
Foster Victor Wealth Advisors
South Carolina
$2.91M +$868K +34,282 +43%
PMG
117
ProVise Management Group
Florida
$2.89M -$167K -6,582 -5%
AIP
118
Almanack Investment Partners
Pennsylvania
$2.86M -$815K -32,218 -22%
HSA
119
HBK Sorce Advisory
Pennsylvania
$2.81M -$61.2K -2,420 -2%
HFS
120
Howard Financial Services
Texas
$2.8M -$1.61M -63,510 -36%
MA
121
MCF Advisors
Kentucky
$2.74M -$48.9K -1,932 -2%
BDF
122
Black Diamond Financial
Maryland
$2.7M +$465K +18,396 +21%
Citadel Advisors
123
Citadel Advisors
Florida
$2.67M -$1.12M -44,152 -30%
UBS Group
124
UBS Group
Switzerland
$2.61M +$1.26M +49,948 +94%
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$2.58M -$684K -27,028 -21%
3 4
5
6 7