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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

424 hedge funds and large institutions have $2.93B invested in Schwab Short-Term US Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 167 increasing their positions, 123 reducing their positions, and 35 closing their positions.

Holders
424
Holders Change
+56
Holders Change %
+15.22%
% of All Funds
8.37%
Holding in Top 10
53
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.85%
% of All Funds
1.05%
New
96
Increased
167
Reduced
123
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NextCapital Advisers
Illinois
$40.1M
2
Ameriprise
2
Ameriprise
Minnesota
$175M
3
MWP
3
Meridian Wealth Partners
Pennsylvania
$25.1M
4
HCM
4
Hilton Capital Management
New York
$146M
5
MAM
5
Marotta Asset Management
Virginia
$13.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$16M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$45.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$70.8M
4
PAG
4
Pinnacle Advisory Group
Maryland
$57.6M
5
SFSG
5
Stearns Financial Services Group
North Carolina
$18.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$531M 10,521,278 +107,188 +1%
SEI Investments
2
SEI Investments
Pennsylvania
$227M 4,488,725 +236,368 +6%
Ameriprise
3
Ameriprise
Minnesota
$175M 3,518,265 +691,329 +24%
HCM
4
Hilton Capital Management
New York
$146M 2,897,637 +495,585 +21%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$70.8M 1,401,926 -453,711 -24%
PAG
6
Pinnacle Advisory Group
Maryland
$57.6M 1,141,626 -430,837 -27%
Financial Engines Advisors
7
Financial Engines Advisors
California
$45.2M 896,258 -1,273,015 -59%
Charles Schwab
8
Charles Schwab
California
$43.3M 858,585 +162,952 +23%
Stifel Financial
9
Stifel Financial
Missouri
$40.3M 797,519 +45,153 +6%
EEP
10
Edgehill Endowment Partners
Connecticut
$40.1M 795,115 -368,740 -32%
NA
11
NextCapital Advisers
Illinois
$40.1M 793,882 +793,882 New
HC
12
Hamilton Capital
Ohio
$39.3M 779,081 +15,765 +2%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$38.7M 765,853 -9,409 -1%
FAG
14
Financial Advisory Group
Texas
$36.8M 729,821 +19,284 +3%
FCA
15
FLC Capital Advisors
California
$34.2M 678,356 +26,713 +4%
BOPW
16
Brandywine Oak Private Wealth
Pennsylvania
$32.2M 637,515 +3,902 +0.6%
QCMNJ
17
Quantum Capital Management (New Jersey)
New Jersey
$31.5M 624,617 +19,166 +3%
BC
18
Brinker Capital
Pennsylvania
$30.1M 596,219 +159,604 +37%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$30.1M 596,176 +25,112 +4%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$29.6M 585,492 +47,783 +9%
BSB
21
Bangor Savings Bank
Maine
$28.6M 567,056 +25,456 +5%
AA
22
Alesco Advisors
New York
$27.8M 549,828 +18,655 +4%
MWP
23
Meridian Wealth Partners
Pennsylvania
$25.1M 498,027 +498,027 New
UCFA
24
United Capital Financial Advisors
Texas
$25.1M 497,365 -14,831 -3%
HighTower Advisors
25
HighTower Advisors
Illinois
$24.9M 492,993 +18,706 +4%
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