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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.

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

Top Sellers

1
Jane Street
Jane Street
New York
$16M
2
Financial Engines Advisors
Financial Engines Advisors
California
$45.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$70.8M
4
PAG
Pinnacle Advisory Group
Maryland
$57.6M
5
SFSG
Stearns Financial Services Group
North Carolina
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
126
ProVise Management Group
Florida
$2.92M +$38.5K +1,526 +1%
FAM
127
Foothills Asset Management
Arizona
$2.84M -$68.6K -2,716 -2%
LPL Financial
128
LPL Financial
California
$2.74M +$648K +25,694 +31%
NCM
129
Northwest Capital Management
Oregon
$2.71M +$1.4M +55,510 +107%
MA
130
MCF Advisors
Kentucky
$2.67M -$62.2K -2,464 -2%
NL
131
NWAM LLC
Washington
$2.63M +$403K +15,980 +18%
HFS
132
Howard Financial Services
Texas
$2.59M -$197K -7,818 -7%
FVWA
133
Foster Victor Wealth Advisors
South Carolina
$2.59M -$314K -12,442 -11%
3AM
134
3EDGE Asset Management
Florida
$2.56M -$2.46M -97,272 -49%
AWS
135
AJ Wealth Strategies
New York
$2.54M +$3.13K +124 +0.1%
HSA
136
HBK Sorce Advisory
Pennsylvania
$2.53M -$267K -10,570 -10%
MA
137
Mutual Advisors
Nebraska
$2.51M +$590K +23,384 +31%
HI
138
Harrington Investments
California
$2.44M +$330K +13,060 +16%
LFA
139
Landmark Financial Advisors
Kentucky
$2.4M -$106K -4,190 -4%
MAFM
140
Mid Atlantic Financial Management
Pennsylvania
$2.39M +$1.26M +49,780 +111%
CW
141
CreativeOne Wealth
Kansas
$2.37M +$147K +5,828 +7%
RG
142
Retirement Group
California
$2.35M +$2.35M +92,956 New
MCM
143
Maxim Capital Management
California
$2.33M -$750K -30,068 -24%
SPA
144
Sentinel Pension Advisors
Massachusetts
$2.26M +$2.26M +89,666 New
FPB
145
First PREMIER Bank
South Dakota
$2.26M +$2.26M +89,520 New
BFG
146
Bouchey Financial Group
New York
$2.11M +$76.3K +3,024 +4%
AWA
147
Arete Wealth Advisors
Illinois
$2.07M +$142K +5,614 +7%
FA
148
FDx Advisors
Illinois
$2.04M +$276K +10,914 +16%
SCA
149
STALEY CAPITAL ADVISERS
Pennsylvania
$2M -$3.79K -150 -0.2%
MAG
150
Mayfair Advisory Group
Alabama
$1.93M +$1.93M +76,548 New
4 5
6
7 8