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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.

New
Increased
Maintained
Reduced
Closed
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
Donoghue Forlines
Massachusetts
$173M
2
Ameriprise
Ameriprise
Minnesota
$99.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$91.1M
4
HCM
Hilton Capital Management
New York
$62.5M
5
BCM
Brookstone Capital Management
Illinois
$54.1M

Top Sellers

1
IA
IndexIQ Advisors
New York
$53M
2
FIMG
Financial & Investment Management Group
Michigan
$0
3
LTFS
Ladenburg Thalmann Financial Services
Florida
$19.2M
4
MWM
MinichMacGregor Wealth Management
New York
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
126
CreativeOne Wealth
Kansas
$1.5M +$298K +11,954 +25%
LWAC
127
Laurel Wealth Advisors (California)
California
$1.47M -$8.68K -348 -0.6%
SFS
128
Sowell Financial Services
Arkansas
$1.46M +$1.46M +58,666 New
DY
129
Dowling & Yahnke
California
$1.42M +$643K +25,900 +83%
BDF
130
Black Diamond Financial
Maryland
$1.39M +$1.39M +55,902 New
BCMO
131
Buckingham Capital Management (Ohio)
Ohio
$1.35M -$419K -16,780 -24%
AWA
132
Arete Wealth Advisors
Illinois
$1.3M +$367K +14,724 +39%
LFS
133
Lutz Financial Services
Nebraska
$1.24M +$184K +7,380 +17%
CCM
134
Carlson Capital Management
Minnesota
$1.22M -$424K -16,998 -26%
SA
135
Strategic Advisors
New York
$1.15M +$1.15M +46,182 New
MA
136
MUFG Americas
New York
$1.14M +$848 +34 +0.1%
PMG
137
ProVise Management Group
Florida
$1.14M +$1.14M +45,794 New
PSUF
138
People's United Financial
Connecticut
$1.11M +$31.1K +1,246 +3%
B
139
Bailard
California
$1.1M +$2.35K +94 +0.2%
FA
140
FDx Advisors
Illinois
$1.1M +$483K +19,374 +79%
LPL Financial
141
LPL Financial
California
$1.07M +$153K +6,116 +17%
PAG
142
Private Advisor Group
New Jersey
$1.04M +$585K +23,424 +130%
IWA
143
IBEX Wealth Advisors
New Jersey
$1.04M +$1.04M +41,482 New
MA
144
Mutual Advisors
Nebraska
$1.03M -$89.6K -3,588 -8%
NL
145
NWAM LLC
Washington
$1.03M +$531K +21,272 +106%
CWM
146
Confluence Wealth Management
Oregon
$1.01M -$171K -6,874 -15%
FTUS
147
Flow Traders U.S.
New York
$1M +$707K +28,320 +239%
SB
148
Suntrust Banks
Georgia
$989K +$989K +39,754 New
3C
149
361 Capital
Colorado
$985K +$27.2K +1,092 +3%
IWC
150
Integrated Wealth Concepts
Massachusetts
$966K -$489K -19,606 -34%
4 5
6
7 8