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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

424 hedge funds and large institutions have $2.93B invested in Schwab Short-Term US Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 167 increasing their positions, 123 reducing their positions, and 35 closing their positions.

Holders
424
Holders Change
+56
Holders Change %
+15.22%
% of All Funds
8.37%
Holding in Top 10
53
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.85%
% of All Funds
1.05%
New
96
Increased
167
Reduced
123
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NextCapital Advisers
Illinois
$40.1M
2
Ameriprise
2
Ameriprise
Minnesota
$175M
3
HCM
3
Hilton Capital Management
New York
$146M
4
SEI Investments
4
SEI Investments
Pennsylvania
$227M
5
Truist Financial
5
Truist Financial
North Carolina
$9.78M

Top Sellers

1
Jane Street
1
Jane Street
New York
$16M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$45.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$70.8M
4
PAG
4
Pinnacle Advisory Group
Maryland
$57.6M
5
SFSG
5
Stearns Financial Services Group
North Carolina
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNT
101
First National Trust
Pennsylvania
$4.52M +$793K +31,412 +21%
GGI
102
GPM Growth Investors
Michigan
$4.47M +$4.47M +176,936 New
SFP
103
Strategic Financial Partners
Oregon
$4.44M +$4.44M +175,704 New
BDF
104
Black Diamond Financial
Maryland
$4.41M +$1.72M +67,992 +64%
SAM
105
SignalPoint Asset Management
Missouri
$4.35M +$315K +12,476 +8%
BIA
106
Bigelow Investment Advisors
Maine
$4.31M +$582K +23,040 +16%
WP
107
WealthSource Partners
California
$4.26M -$214K -8,478 -5%
FANJ
108
Financial Architects (New Jersey)
New Jersey
$4.2M +$1.16M +45,932 +38%
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$4.11M +$1.54M +61,008 +60%
GIA
110
Gladstone Institutional Advisory
Florida
$4.08M -$1.5M -59,456 -27%
SWA
111
Stratos Wealth Advisors
Ohio
$4.07M -$368K -14,586 -8%
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$3.96M +$3.96M +156,626 New
LWM
113
Lionsbridge Wealth Management
Florida
$3.89M +$3.89M +153,894 New
NCM
114
Nelson Capital Management
California
$3.83M +$3.83M +151,614 New
TI
115
tru Independence
Oregon
$3.77M +$3.77M +145,682 New
NS
116
NewDay Solutions
New Hampshire
$3.7M -$1.51M -59,918 -29%
CI
117
Cordant Inc
Oregon
$3.66M +$3.66M +145,156 New
BFPW
118
BOK Financial Private Wealth
Colorado
$3.65M -$39K -1,546 -1%
HCM
119
Hutchinson Capital Management
California
$3.63M -$15.1K -598 -0.4%
LA
120
LVW Advisors
New York
$3.39M -$114K -4,504 -3%
UBS Group
121
UBS Group
Switzerland
$3.34M +$727K +28,820 +28%
APW
122
Aurora Private Wealth
New Jersey
$3.32M +$3.32M +131,528 New
SCM
123
Seascape Capital Management
New Hampshire
$3.31M +$3.31M +130,956 New
MCM
124
Mengis Capital Management
Oregon
$3.25M +$146K +5,780 +5%
PP
125
PrairieView Partners
Minnesota
$2.93M -$394K -15,596 -12%
3 4
5
6 7