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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.

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

Top Sellers

1
IA
1
IndexIQ Advisors
New York
$74.6M
2
HCM
2
Hilton Capital Management
New York
$43.3M
3
AI
3
Atria Investments
North Carolina
$2.38M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$7.74M
5
MWM
5
MinichMacGregor Wealth Management
New York
$11.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$170M 3,421,052 +125,186 +4%
SEI Investments
2
SEI Investments
Pennsylvania
$165M 3,324,853 +218,342 +7%
IA
3
IndexIQ Advisors
New York
$74.6M 1,504,332 -568,369 -27%
Stifel Financial
4
Stifel Financial
Missouri
$63.9M 1,288,545 +1,288,545 New
HCM
5
Hilton Capital Management
New York
– – -519,703 Closed
Financial Engines Advisors
6
Financial Engines Advisors
California
$43.2M 871,245 +343,307 +65%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$32.1M 647,090 +555,156 +604%
UCFA
8
United Capital Financial Advisors
Texas
$28.9M 583,800 +65,778 +13%
QCMNJ
9
Quantum Capital Management (New Jersey)
New Jersey
$28.7M 579,803 -21,854 -4%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$21.9M 442,165 +31,683 +8%
FAAS
11
First Allied Advisory Services
California
$20.3M 409,501 +124,541 +44%
BSW
12
Buckingham Strategic Wealth
Missouri
$19.9M 401,945 +194,014 +93%
LIM
13
Leavell Investment Management
Alabama
$18.6M 375,930 +18,584 +5%
FIM
14
Freedom Investment Management
Connecticut
$18.6M 374,868 -2,517 -0.7%
CM
15
Columbus Macro
Pennsylvania
$18.1M 365,783 +109,936 +43%
Charles Schwab
16
Charles Schwab
California
$18.1M 365,257 +44,863 +14%
Morgan Stanley
17
Morgan Stanley
New York
$17.2M 346,083 +5,443 +2%
CF
18
Corrigan Financial
Rhode Island
$17.1M 344,050 -5,336 -2%
BSB
19
Bangor Savings Bank
Maine
$16.9M 341,353 +85,417 +33%
SFSG
20
Stearns Financial Services Group
North Carolina
$16.5M 332,648 +131,513 +65%
RRC
21
Relaxing Retirement Coach
Massachusetts
$15.5M 312,837 +15,819 +5%
ACG
22
Allen Capital Group
Nebraska
$14.8M 297,613 +33,521 +13%
FIMG
23
Financial & Investment Management Group
Michigan
$13.5M 272,960 -13,332 -5%
Wells Fargo
24
Wells Fargo
California
$13M 262,999 +67,066 +34%
LJAC
25
L.J. Altfest & Co
New York
$12.5M 252,302 +252,302 New
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