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Schwab Short-Term US Treasury ETF

340 hedge funds and large institutions have $3.37B invested in Schwab Short-Term US Treasury ETF in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 122 reducing their positions, and 27 closing their positions.

Holders
340
Holders Change
+33
Holders Change %
+10.75%
% of All Funds
7.37%
Holding in Top 10
53
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.77%
% of All Funds
1.15%
New
63
Increased
133
Reduced
122
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$842M 16,767,951 +15,121,156 +918%
Bank of America
2
Bank of America
North Carolina
$435M 8,663,679 +4,562,429 +111%
SEI Investments
3
SEI Investments
Pennsylvania
$183M 3,637,752 +288,347 +9%
DF
4
Donoghue Forlines
Massachusetts
$112M 2,229,547 -1,229,672 -36%
HCM
5
Hilton Capital Management
New York
-1,252,469 Closed
Stifel Financial
6
Stifel Financial
Missouri
$72M 1,430,080 +153,111 +12%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$71.6M 1,426,575 -399,353 -22%
Ameriprise
8
Ameriprise
Minnesota
$65.5M 1,305,875 -679,936 -34%
IA
9
IndexIQ Advisors
New York
$62.8M 1,251,799 +189,832 +18%
EEP
10
Edgehill Endowment Partners
Connecticut
$57.6M 1,150,128 -181,438 -14%
BCM
11
Brookstone Capital Management
Illinois
$43.4M 865,617 -217,410 -20%
AA
12
Alesco Advisors
New York
$42.8M 852,273 +41,859 +5%
FAAS
13
First Allied Advisory Services
California
$38.3M 764,370 -22,940 -3%
BSW
14
Buckingham Strategic Wealth
Missouri
$36.9M 734,891 -113,404 -13%
HC
15
Hamilton Capital
Ohio
$34.9M 695,004 +8,440 +1%
SFSG
16
Stearns Financial Services Group
North Carolina
$34M 678,207 +46,808 +7%
PAG
17
Pinnacle Advisory Group
Maryland
$34M 677,991 +10,806 +2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$33.3M 662,482 +17,399 +3%
UCFA
19
United Capital Financial Advisors
Texas
$33.2M 661,128 -37,722 -5%
CM
20
Columbus Macro
Pennsylvania
$32.6M 648,739 -16,624 -2%
QCMNJ
21
Quantum Capital Management (New Jersey)
New Jersey
$29.7M 592,456 +2,318 +0.4%
Charles Schwab
22
Charles Schwab
California
$28.7M 572,129 +137,625 +32%
BOPW
23
Brandywine Oak Private Wealth
Pennsylvania
$27.6M 549,906 +344,153 +167%
HCM
24
Hengehold Capital Management
Ohio
$27.2M 541,918 +402,344 +288%
NFG
25
Next Financial Group
Texas
$25.8M 514,620 +511,552 +16,674%