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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

252 hedge funds and large institutions have $1.3B invested in Schwab Short-Term US Treasury ETF in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 114 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+15
Holders Change %
+6.33%
% of All Funds
5.77%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.66%
New
39
Increased
114
Reduced
76
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$63.9M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
$32.1M
3
Financial Engines Advisors
Financial Engines Advisors
California
$43.2M
4
LJAC
L.J. Altfest & Co
New York
$12.5M
5
SEI Investments
SEI Investments
Pennsylvania
$165M

Top Sellers

1
IA
IndexIQ Advisors
New York
$74.6M
2
HCM
Hilton Capital Management
New York
$43.3M
3
AI
Atria Investments
North Carolina
$2.38M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$7.74M
5
MWM
MinichMacGregor Wealth Management
New York
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
176
Bigelow Investment Advisors
Maine
$364K +$943 +38 +0.3%
PFA
177
Pathway Financial Advisors
Vermont
$362K +$362K +14,554 New
DWT
178
Dorsey & Whitney Trust
South Dakota
$353K – – –
PFA
179
Pure Financial Advisors
California
$348K +$348K +14,052 New
BAM
180
Berkshire Asset Management
Pennsylvania
$343K +$13.3K +538 +4%
IAS
181
IMA Advisory Services
Colorado
$327K +$24.7K +994 +8%
WA
182
Wealth Architects
California
$313K +$10.4K +420 +3%
SA
183
SRH Advisors
Kansas
$296K – – –
FTUS
184
Flow Traders U.S.
New York
$294K +$294K +11,858 New
PCM
185
Parsons Capital Management
Rhode Island
$289K -$99.1K -4,000 -26%
HCM
186
Hengehold Capital Management
Ohio
$284K +$62.4K +2,518 +28%
IA
187
IFP Advisors
Florida
$281K +$24.7K +1,000 +10%
OIA
188
Optimum Investment Advisors
Illinois
$270K -$9.93K -400 -4%
ACS
189
Archford Capital Strategies
Illinois
$256K +$2.48K +100 +1%
AWA
190
Acorn Wealth Advisors
Michigan
$250K -$96.1K -3,878 -28%
Citigroup
191
Citigroup
New York
$248K -$892 -36 -0.4%
IWM
192
IHT Wealth Management
Illinois
$243K -$166K -6,680 -41%
JCM
193
Janney Capital Management
Pennsylvania
$243K – – –
GAM
194
Gemmer Asset Management
California
$241K +$47.8K +1,926 +25%
CFA
195
Carroll Financial Associates
North Carolina
$239K +$239K +9,680 New
JIC
196
Johnson Investment Counsel
Ohio
$231K -$2.83M -114,248 -92%
DP
197
Denver PWM
Colorado
$231K +$231K +9,342 New
SBA
198
Secrest Blakey & Associates
North Carolina
$224K +$10.4K +418 +5%
RPA
199
Rock Point Advisors
Vermont
$220K -$9.9K -400 -4%
CCM
200
Coldstream Capital Management
Washington
$219K +$219K +8,828 New
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