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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

368 hedge funds and large institutions have $3.05B invested in Schwab Short-Term US Treasury ETF in 2019 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 168 increasing their positions, 108 reducing their positions, and 32 closing their positions.

Holders
368
Holders Change
+23
Holders Change %
+6.67%
% of All Funds
8.08%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
1.19%
New
55
Increased
168
Reduced
108
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$241M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$93.9M
3
PAG
3
Pinnacle Advisory Group
Maryland
$79.6M
4
Bank of America
4
Bank of America
North Carolina
$527M
5
FAG
5
Financial Advisory Group
Texas
$35.9M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$110M
2
IA
2
IndexIQ Advisors
New York
$731K
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$0
4
AA
4
Alesco Advisors
New York
$26.9M
5
HCM
5
Hilton Capital Management
New York
$122M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$527M 10,414,090 +843,633 +9%
Jane Street
2
Jane Street
New York
$241M 4,763,146 +4,675,028 +5,305%
SEI Investments
3
SEI Investments
Pennsylvania
$215M 4,252,357 +342,698 +9%
Ameriprise
4
Ameriprise
Minnesota
$139M 2,826,936 +626,614 +28%
HCM
5
Hilton Capital Management
New York
$122M 2,402,052 -163,060 -6%
Financial Engines Advisors
6
Financial Engines Advisors
California
$110M 2,169,273 -14,710,501 -87%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$93.9M 1,855,637 +1,121,139 +153%
PAG
8
Pinnacle Advisory Group
Maryland
$79.6M 1,572,463 +905,681 +136%
EEP
9
Edgehill Endowment Partners
Connecticut
$59M 1,163,855 +6,613 +0.6%
SFSG
10
Stearns Financial Services Group
North Carolina
$39.5M 781,310 +51,304 +7%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$39.2M 775,262 -42,064 -5%
HC
12
Hamilton Capital
Ohio
$38.6M 763,316 +49,764 +7%
Stifel Financial
13
Stifel Financial
Missouri
$38.1M 752,366 +7,036 +0.9%
FAG
14
Financial Advisory Group
Texas
$35.9M 710,537 +710,537 New
Charles Schwab
15
Charles Schwab
California
$35.2M 695,633 +67,437 +11%
FCA
16
FLC Capital Advisors
California
$33M 651,643 +144,319 +28%
BOPW
17
Brandywine Oak Private Wealth
Pennsylvania
$32.1M 633,613 +45,290 +8%
QCMNJ
18
Quantum Capital Management (New Jersey)
New Jersey
$30.6M 605,451 +12,691 +2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$28.9M 571,064 -138,024 -19%
BSB
20
Bangor Savings Bank
Maine
$27.4M 541,600 +16,281 +3%
BSW
21
Buckingham Strategic Wealth
Missouri
$27.4M 541,474 -69,845 -11%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$27.2M 537,709 +32,318 +6%
AA
23
Alesco Advisors
New York
$26.9M 531,173 -330,359 -38%
UCFA
24
United Capital Financial Advisors
Texas
$25.9M 512,196 -13,279 -3%
HighTower Advisors
25
HighTower Advisors
Illinois
$24M 474,287 +47,499 +11%
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