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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

307 hedge funds and large institutions have $2.38B invested in Schwab Short-Term US Treasury ETF in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 120 increasing their positions, 77 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+55
Holders Change %
+21.83%
% of All Funds
6.85%
Holding in Top 10
47
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+62.07%
% of All Funds
1.05%
New
84
Increased
120
Reduced
77
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DF
Donoghue Forlines
Massachusetts
$173M
2
Ameriprise
Ameriprise
Minnesota
$99.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$91.1M
4
HCM
Hilton Capital Management
New York
$62.5M
5
BCM
Brookstone Capital Management
Illinois
$54.1M

Top Sellers

1
IA
IndexIQ Advisors
New York
$53M
2
FIMG
Financial & Investment Management Group
Michigan
$0
3
LTFS
Ladenburg Thalmann Financial Services
Florida
$19.2M
4
MWM
MinichMacGregor Wealth Management
New York
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wolverine Trading
201
Wolverine Trading
Illinois
$403K +$403K +16,166 New
JC
202
Jentner Corp
Ohio
$399K +$4.15K +166 +1%
BOH
203
Bank of Hawaii
Hawaii
$374K +$374K +15,000 New
WIC
204
Whitegate Investment Counselors
New Hampshire
$371K +$371K +14,884 New
BAAM
205
Baker Avenue Asset Management
California
$369K +$369K +14,780 New
PGAM
206
Princeton Global Asset Management
New Jersey
$368K +$368K +14,752 New
PFA
207
Pure Financial Advisors
California
$367K +$16.7K +668 +5%
PFA
208
Pathway Financial Advisors
Vermont
$363K – – –
PB
209
Pinnacle Bancorp
Nebraska
$360K +$360K +14,446 New
CNBT
210
Canandaigua National Bank & Trust
New York
$359K +$359K +14,380 New
Allianz Asset Management
211
Allianz Asset Management
Germany
$354K -$726K -29,090 -67%
MML Investors Services
212
MML Investors Services
Massachusetts
$352K +$352K +14,122 New
BAM
213
Berkshire Asset Management
Pennsylvania
$345K – – –
IAS
214
IMA Advisory Services
Colorado
$336K +$7.19K +288 +2%
EF
215
Empirical Finance
Pennsylvania
$331K +$130K +5,200 +64%
RWM
216
Ritholtz Wealth Management
New York
$325K +$325K +13,016 New
SFM
217
Signet Financial Management
New Jersey
$317K +$317K +12,708 New
SFWA
218
Summit Financial Wealth Advisors
Louisiana
$312K +$312K +12,506 New
IA
219
IFP Advisors
Florida
$311K +$28.3K +1,136 +10%
UAS
220
United Asset Strategies
New York
$300K +$300K +12,040 New
SA
221
SRH Advisors
Kansas
$298K – – –
MAM
222
Marquette Asset Management
Minnesota
$291K +$291K +11,644 New
EWM
223
Evermay Wealth Management
Virginia
$279K -$97.3K -3,894 -26%
AWA
224
Acorn Wealth Advisors
Michigan
$278K +$26.2K +1,048 +10%
AIM
225
Axiom Investment Management
New York
$273K +$273K +10,940 New
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9
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