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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.

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

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$110M
2
IA
IndexIQ Advisors
New York
$731K
3
Baird Financial Group
Baird Financial Group
Wisconsin
$0
4
AA
Alesco Advisors
New York
$26.9M
5
HCM
Hilton Capital Management
New York
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
126
AJ Wealth Strategies
New York
$2.55M +$2.55M +100,598 New
LFA
127
Landmark Financial Advisors
Kentucky
$2.51M +$57.1K +2,258 +2%
NL
128
NWAM LLC
Washington
$2.23M +$799K +31,568 +56%
CW
129
CreativeOne Wealth
Kansas
$2.22M +$211K +8,328 +10%
BIA
130
BHK Investment Advisors
Alabama
$2.19M -$19.1K -754 -0.9%
HI
131
Harrington Investments
California
$2.12M +$191K +7,546 +10%
LPL Financial
132
LPL Financial
California
$2.1M +$87.8K +3,472 +4%
TCM
133
Twele Capital Management
Minnesota
$2.04M +$10.1K +400 +0.5%
BFG
134
Bouchey Financial Group
New York
$2.03M -$28.7K -1,134 -1%
Creative Planning
135
Creative Planning
Kansas
$2.02M -$360K -14,238 -15%
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$2.01M -$32.3K -1,276 -2%
SCA
137
STALEY CAPITAL ADVISERS
Pennsylvania
$2.01M – – –
WWM
138
Windsor Wealth Management
Indiana
$1.93M +$570K +22,500 +42%
MA
139
Mutual Advisors
Nebraska
$1.93M -$1.53M -60,504 -44%
I
140
INVST
Indiana
$1.93M -$219K -8,642 -10%
AWA
141
Arete Wealth Advisors
Illinois
$1.93M -$144K -5,688 -7%
PSUF
142
People's United Financial
Connecticut
$1.9M +$165K +6,526 +10%
SWM
143
SVA Wealth Management
Wisconsin
$1.84M -$139K -5,486 -7%
FTUS
144
Flow Traders U.S.
New York
$1.79M +$1.79M +70,806 New
MFG
145
MidWestOne Financial Group
Iowa
$1.79M -$251K -9,938 -12%
RJA
146
Raymond James & Associates
Florida
$1.78M +$619K +24,438 +53%
FA
147
FDx Advisors
Illinois
$1.76M +$855K +33,812 +94%
IF
148
Ironwood Financial
Arizona
$1.63M +$185K +7,296 +13%
GVAG
149
Great Valley Advisor Group
Delaware
$1.63M -$20.3K -802 -1%
TIM
150
Tortoise Investment Management
New York
$1.56M -$232K -9,160 -13%
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