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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

227 hedge funds and large institutions have $950M invested in Schwab Short-Term US Treasury ETF in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 99 increasing their positions, 62 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+13
Holders Change %
+6.07%
% of All Funds
5.21%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.48%
New
40
Increased
99
Reduced
62
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$40M
2
IA
IndexIQ Advisors
New York
+$30.7M
3
FAAS
First Allied Advisory Services
California
+$14.2M
4
CM
Columbus Macro
Pennsylvania
+$13M
5
QCMNJ
Quantum Capital Management (New Jersey)
New Jersey
+$7.44M

Top Sellers

1
FIMG
Financial & Investment Management Group
Michigan
-$14.9M
2
FC
Financial Consulate
Maryland
-$11.4M
3
SI
Scharf Investments
California
-$6.75M
4
ECML
Eagle Capital Management (Louisiana)
Louisiana
-$6.69M
5
Morgan Stanley
Morgan Stanley
New York
-$3.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCMT
226
Founders Capital Management (Texas)
Texas
– -$1.77M -70,770 Closed
TH
227
Timber Hill
Connecticut
– -$962K -38,442 Closed
PSF
228
Pacific Sun Financial
California
– -$755K -30,180 Closed
CCM
229
Coldstream Capital Management
Washington
– -$740K -29,602 Closed
SKK
230
Shepherd Kaplan Krochuk
Massachusetts
– -$525K -21,000 Closed
EWM
231
Empirical Wealth Management
Washington
– -$449K -17,964 Closed
FC
232
Forte Capital
New York
– -$400K -16,000 Closed
ST
233
Smithfield Trust
Pennsylvania
– -$374K -14,940 Closed
DAS
234
Dynamic Advisor Solutions
Arizona
– -$266K -10,646 Closed
CA
235
Capital Advantage
California
– -$259K -10,354 Closed
PAG
236
Private Advisor Group
New Jersey
– -$250K -10,000 Closed
MSAM
237
Moloney Securities Asset Management
Missouri
– -$216K -8,624 Closed
ACM
238
AlphaStar Capital Management
North Carolina
– -$265K -8,448 Closed
AWM
239
AE Wealth Management
Kansas
– -$209K -8,374 Closed
MWP
240
MYCIO Wealth Partners
Pennsylvania
– -$200K -8,000 Closed
NSB
241
Norway Savings Bank
Maine
– -$80K -3,200 Closed
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
– -$78K -3,116 Closed
PFA
243
Pathway Financial Advisors
Vermont
– -$61K -2,444 Closed
WCG
244
Wall Capital Group
Arizona
– -$50K -1,998 Closed
Bank of Montreal
245
Bank of Montreal
Ontario, Canada
– -$44K -1,740 Closed
TWA
246
TCI Wealth Advisors
Arizona
– -$43K -1,700 Closed
SJIM
247
St. Johns Investment Management
Florida
– -$6K -240 Closed
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