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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.

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
1
Donoghue Forlines
Massachusetts
$173M
2
Ameriprise
2
Ameriprise
Minnesota
$99.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$91.1M
4
EEP
4
Edgehill Endowment Partners
Connecticut
$66.5M
5
HCM
5
Hilton Capital Management
New York
$62.5M

Top Sellers

1
IA
1
IndexIQ Advisors
New York
$53M
2
FIMG
2
Financial & Investment Management Group
Michigan
$0
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$19.2M
4
MWM
4
MinichMacGregor Wealth Management
New York
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$205M 4,101,250 +680,198 +20%
DF
2
Donoghue Forlines
Massachusetts
$173M 3,459,219 +3,391,102 +4,978%
SEI Investments
3
SEI Investments
Pennsylvania
$167M 3,349,405 +24,552 +0.7%
Ameriprise
4
Ameriprise
Minnesota
$99.1M 1,985,811 +1,903,891 +2,324%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$91.1M 1,825,928 +1,670,644 +1,076%
Financial Engines Advisors
6
Financial Engines Advisors
California
$81.8M 1,646,795 +775,550 +89%
EEP
7
Edgehill Endowment Partners
Connecticut
$66.5M 1,331,566 +1,331,566 New
Stifel Financial
8
Stifel Financial
Missouri
$63.6M 1,276,969 -11,576 -0.9%
HCM
9
Hilton Capital Management
New York
$62.5M 1,252,469 +1,252,469 New
BCM
10
Brookstone Capital Management
Illinois
$54.1M 1,083,027 +1,083,027 New
IA
11
IndexIQ Advisors
New York
$53M 1,061,967 -442,365 -29%
AI
12
Atria Investments
North Carolina
$47.5M 951,821 +903,763 +1,881%
BSW
13
Buckingham Strategic Wealth
Missouri
$42.3M 848,295 +446,350 +111%
AA
14
Alesco Advisors
New York
$40.4M 810,414 +801,774 +9,280%
FAAS
15
First Allied Advisory Services
California
$39.3M 787,310 +377,809 +92%
VAM
16
Visionary Asset Management
Texas
$35.3M 708,116 +676,274 +2,124%
UCFA
17
United Capital Financial Advisors
Texas
$34.9M 698,850 +115,050 +20%
I
18
INVST
Indiana
$34.5M 690,508 +461,323 +201%
HC
19
Hamilton Capital
Ohio
$34.3M 686,564 +686,564 New
PAG
20
Pinnacle Advisory Group
Maryland
$33.3M 667,185 +649,000 +3,569%
CM
21
Columbus Macro
Pennsylvania
$33.2M 665,363 +299,580 +82%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$32.2M 645,083 +591,804 +1,111%
SFSG
23
Stearns Financial Services Group
North Carolina
$31.5M 631,399 +298,751 +90%
QCMNJ
24
Quantum Capital Management (New Jersey)
New Jersey
$29.5M 590,138 +10,335 +2%
SWA
25
SFMG Wealth Advisors
Texas
$25.7M 514,481 +496,767 +2,804%
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