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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
+$34.5M
3
HCM
Hilton Capital Management
New York
+$25M
4
SEI Investments
SEI Investments
Pennsylvania
+$11.9M
5
Truist Financial
Truist Financial
North Carolina
+$9.78M

Top Sellers

1
Jane Street
Jane Street
New York
-$224M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$64.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.9M
4
PAG
Pinnacle Advisory Group
Maryland
-$21.7M
5
SFSG
Stearns Financial Services Group
North Carolina
-$20.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
176
Sequoia Financial Advisors
Ohio
$1.31M +$175K +6,950 +15%
Susquehanna International Group
177
Susquehanna International Group
Pennsylvania
$1.3M +$1.3M +51,674 New
SWM
178
SeaCrest Wealth Management
New York
$1.3M -$77.1K -3,054 -6%
RRWA
179
Rainey & Randall Wealth Advisors
Florida
$1.29M +$216K +8,564 +20%
CWP
180
Capital Wealth Planning
Florida
$1.27M +$13.8K +548 +1%
UCMOK
181
United Capital Management of KS
Kansas
$1.25M -$200K -7,906 -14%
PCWA
182
Pacific Capital Wealth Advisors
California
$1.25M +$1.25M +49,480 New
CGFA
183
Colton Groome Financial Advisors
North Carolina
$1.21M +$32.5K +1,288 +3%
CAPTRUST Financial Advisors
184
CAPTRUST Financial Advisors
North Carolina
$1.18M -$3.45M -136,596 -74%
TF
185
Trek Financial
Arizona
$1.15M -$29.1K -1,152 -2%
SDWMA
186
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.14M +$181K +7,190 +19%
CA
187
Calton & Associates
Florida
$1.14M +$90.3K +3,580 +9%
BWM
188
BCS Wealth Management
Tennessee
$1.13M +$1.13M +44,906 New
TW
189
TrinityPoint Wealth
Connecticut
$1.08M +$54.9K +2,174 +5%
SF
190
Synovus Financial
Georgia
$1.07M +$56.8K +2,250 +6%
FP
191
Fiduciary Planning
Florida
$1.07M +$1.07M +42,202 New
AI
192
Atria Investments
North Carolina
$1.06M -$138K -5,460 -11%
SA
193
Strategic Advisors
New York
$1.04M -$33.7K -1,334 -3%
3C
194
361 Capital
Colorado
$1.02M +$47.5K +1,884 +5%
BWL
195
Bogart Wealth LLC
Virginia
$1.02M +$56.2K +2,226 +6%
BA
196
Ballast Advisors
Minnesota
$1.02M +$1.02M +40,352 New
IAA
197
Independent Advisor Alliance
North Carolina
$1M +$762K +30,228 +320%
IWC
198
Integrated Wealth Concepts
Massachusetts
$1M +$8.02K +318 +0.8%
SWM
199
SigFig Wealth Management
California
$984K +$202 +8 +0%
MA
200
MUFG Americas
New York
$980K +$10.1K +400 +1%
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8
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