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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 %
MA
176
MUFG Americas
New York
$972K +$5.06K +200 +0.5%
SDWMA
177
Schneider Downs Wealth Management Advisors
Pennsylvania
$964K +$21.5K +848 +2%
BWL
178
Bogart Wealth LLC
Virginia
$964K +$245K +9,670 +34%
SAMC
179
Spectrum Asset Management (California)
California
$926K -$11.6K -460 -1%
DI
180
Diligent Investors
California
$896K -$60.8K -2,404 -6%
IFS
181
Ifrah Financial Services
Arkansas
$894K +$68.5K +2,708 +8%
SAM
182
Summit Asset Management
Tennessee
$885K -$1.92K -76 -0.2%
JWM
183
Janiczek Wealth Management
Colorado
$876K +$46K +1,818 +6%
SC
184
Slow Capital
California
$842K +$50.1K +1,982 +6%
RW
185
REDW Wealth
New Mexico
$827K +$355K +14,028 +75%
LFS
186
Lutz Financial Services
Nebraska
$815K +$44.5K +1,758 +6%
GM
187
GeoWealth Management
Illinois
$812K +$812K +32,108 New
GAM
188
Gemmer Asset Management
California
$809K +$77.1K +3,048 +11%
WIC
189
Whitegate Investment Counselors
New Hampshire
$782K +$13.6K +538 +2%
BCI
190
Brinker Capital Investments
Pennsylvania
$776K +$28.2K +1,116 +4%
RA
191
Riversedge Advisors
Delaware
$771K – – –
BCMO
192
Buckingham Capital Management (Ohio)
Ohio
$769K -$75.3K -2,980 -9%
MAS
193
Managed Account Services
Florida
$753K +$46.5K +1,838 +7%
CWM
194
Confluence Wealth Management
Oregon
$751K -$41.2K -1,628 -5%
HCM
195
Hengehold Capital Management
Ohio
$747K -$96.3K -3,808 -11%
PFA
196
Pinnacle Family Advisors
Missouri
$745K -$698K -27,608 -48%
CCM
197
Carlson Capital Management
Minnesota
$738K -$116K -4,602 -14%
IA
198
IndexIQ Advisors
New York
$731K -$64.3M -2,541,230 -99%
AWMG
199
Alliance Wealth Management Group
New Jersey
$730K +$24.4K +966 +3%
TCM
200
Towercrest Capital Management
Pennsylvania
$730K +$24.4K +966 +3%
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