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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

138 hedge funds and large institutions have $455M invested in Schwab Short-Term US Treasury ETF in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 34 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+14
Holders Change %
+11.29%
% of All Funds
3.46%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.5%
New
33
Increased
59
Reduced
34
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LIM
1
Leavell Investment Management
Alabama
$52.5M
2
IA
2
IndexIQ Advisors
New York
$39.3M
3
FC
3
Financial Consulate
Maryland
$18.9M
4
FI
4
FormulaFolio Investments
Michigan
$6.52M
5
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$11.5M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$0
2
WA
2
Wealth Architects
California
$276K
3
MWM
3
Merriman Wealth Management
Washington
$1.26M
4
ECML
4
Eagle Capital Management (Louisiana)
Louisiana
$6.46M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
26
Brinker Capital Investments
Pennsylvania
$4M -$234K -9,266 -6%
Financial Engines Advisors
27
Financial Engines Advisors
California
$3.98M +$3.98M +157,994 New
MFT
28
Moisand Fitzgerald Tamayo
Florida
$3.52M +$240K +9,524 +7%
SAM
29
Summit Asset Management
Tennessee
$3.37M +$1.63M +64,768 +94%
Wells Fargo
30
Wells Fargo
California
$3.22M +$2.03M +80,398 +169%
UBS Group
31
UBS Group
Switzerland
$3.2M +$1.14M +45,340 +56%
MA
32
MCF Advisors
Kentucky
$3.1M +$2.21M +87,518 +246%
KF
33
Krilogy Financial
Missouri
$2.94M +$517K +20,500 +21%
BCM
34
Bienville Capital Management
New York
$2.87M +$2.87M +113,900 New
SCA
35
STALEY CAPITAL ADVISERS
Pennsylvania
$2.82M +$60.5K +2,400 +2%
FANJ
36
Financial Architects (New Jersey)
New Jersey
$2.82M +$265K +10,530 +10%
AWM
37
Avior Wealth Management
Nebraska
$2.79M +$343K +13,592 +14%
SG Americas Securities
38
SG Americas Securities
New York
$2.52M – – –
AIM
39
Arcadia Investment Management
Michigan
$2.51M +$713K +28,288 +40%
GC
40
Grimes & Company
Massachusetts
$2.36M +$2.36M +93,690 New
ADL
41
Asset Dedication LLC
California
$2.36M +$60.9K +2,418 +3%
CIC
42
Carnegie Investment Counsel
Ohio
$2.35M +$615K +24,402 +35%
SBL
43
Sargent Bickham Lagudis
Colorado
$2.33M +$700K +27,776 +43%
DI
44
Diligent Investors
California
$2.3M +$175K +6,944 +8%
Ameriprise
45
Ameriprise
Minnesota
$2.29M -$17.1K -678 -0.7%
Morgan Stanley
46
Morgan Stanley
New York
$2.29M +$942K +37,356 +70%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$2.15M +$150K +5,954 +8%
ACM
48
Advisors Capital Management
New Jersey
$1.86M +$311K +12,340 +20%
CP
49
Corbenic Partners
Pennsylvania
$1.82M +$115K +4,548 +7%
IF
50
Ironwood Financial
Arizona
$1.8M -$292K -11,574 -14%
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