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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

340 hedge funds and large institutions have $3.37B invested in Schwab Short-Term US Treasury ETF in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 122 reducing their positions, and 27 closing their positions.

Holders
340
Holders Change
+33
Holders Change %
+10.75%
% of All Funds
7.37%
Holding in Top 10
53
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.77%
% of All Funds
1.15%
New
63
Increased
133
Reduced
122
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$842M
2
Bank of America
2
Bank of America
North Carolina
$435M
3
NFG
3
Next Financial Group
Texas
$25.8M
4
HCM
4
Hengehold Capital Management
Ohio
$27.2M
5
BOPW
5
Brandywine Oak Private Wealth
Pennsylvania
$27.6M

Top Sellers

1
HCM
1
Hilton Capital Management
New York
$107M
2
DF
2
Donoghue Forlines
Massachusetts
$112M
3
Ameriprise
3
Ameriprise
Minnesota
$65.5M
4
I
4
INVST
Indiana
$5.82M
5
AI
5
Atria Investments
North Carolina
$20.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SA
151
Strategic Advisors
New York
$1.21M 24,107 +1,016 +4%
FI
152
FormulaFolio Investments
Michigan
$1.21M 24,066 +24,066 New
AIM
153
Axiom Investment Management
New York
$1.15M 22,836 +17,366 +317%
IWA
154
IBEX Wealth Advisors
New Jersey
$1.13M 22,533 +1,792 +9%
VHAM
155
Van Hulzen Asset Management
California
$1.12M 22,209 +22,209 New
B
156
Bailard
California
$1.11M 22,037 – –
TIM
157
Tortoise Investment Management
New York
$1.1M 21,855 +8,471 +63%
CWM
158
Confluence Wealth Management
Oregon
$1.06M 21,150 +965 +5%
FA
159
FDx Advisors
Illinois
$1.06M 21,149 -791 -4%
ACA
160
Aptus Capital Advisors
Alabama
$1.03M 20,548 +20,548 New
WWM
161
Windsor Wealth Management
Indiana
$1.03M 20,449 +3,279 +19%
NL
162
NWAM LLC
Washington
$1.02M 20,373 -319 -2%
LFS
163
Lutz Financial Services
Nebraska
$994K 19,810 -4,995 -20%
FANJ
164
Financial Architects (New Jersey)
New Jersey
$993K 19,791 +9,091 +85%
CCM
165
Carlson Capital Management
Minnesota
$981K 19,554 -4,962 -20%
EWMCB
166
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$978K 19,480 +19,480 New
IWC
167
Integrated Wealth Concepts
Massachusetts
$975K 19,427 +74 +0.4%
SF
168
Synovus Financial
Georgia
$971K 19,338 +19,338 New
3C
169
361 Capital
Colorado
$962K 19,171 -566 -3%
NCM
170
Northwest Capital Management
Oregon
$955K 19,023 +835 +5%
MA
171
MUFG Americas
New York
$949K 18,910 -4,000 -17%
SAMC
172
Spectrum Asset Management (California)
California
$945K 18,830 +1,490 +9%
JWA
173
JFS Wealth Advisors
Pennsylvania
$926K 18,450 -32,629 -64%
BCMO
174
Buckingham Capital Management (Ohio)
Ohio
$914K 18,215 -8,820 -33%
Mercer Global Advisors
175
Mercer Global Advisors
Colorado
$884K 17,605 +17,605 New
5 6
7
8 9