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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

165 hedge funds and large institutions have $604M invested in Schwab Short-Term US Treasury ETF in 2017 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+5
Holders Change %
+3.13%
% of All Funds
4.12%
Holding in Top 10
16
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-27.27%
% of All Funds
0.4%
New
23
Increased
71
Reduced
51
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$27.8M
2
SEI Investments
SEI Investments
Pennsylvania
$106M
3
SI
Scharf Investments
California
$8.42M
4
VHAM
Van Hulzen Asset Management
California
$5M
5
FIMG
Financial & Investment Management Group
Michigan
$37M

Top Sellers

1
LIM
Leavell Investment Management
Alabama
$29.4M
2
LA
LVW Advisors
New York
$729K
3
IA
IndexIQ Advisors
New York
$43.4M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
$5.2M
5
FI
FormulaFolio Investments
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Cabot Wealth Management
Massachusetts
$4.94M +$1.47M +58,292 +42%
MFT
27
Moisand Fitzgerald Tamayo
Florida
$4.92M +$292K +11,592 +6%
PTCG
28
Pring Turner Capital Group
California
$4.77M -$937K -37,170 -16%
RWM
29
Rench Wealth Management
Texas
$4.72M -$404K -16,030 -8%
MWM
30
Merriman Wealth Management
Washington
$4.53M +$4.09M +162,404 +933%
FWM
31
Frontier Wealth Management
Missouri
$4.52M -$325K -12,900 -7%
CMP
32
Courage Miller Partners
Virginia
$4.31M +$49.1K +1,948 +1%
Charles Schwab
33
Charles Schwab
California
$4.16M +$1.64M +65,070 +65%
GIA
34
GHP Investment Advisors
Colorado
$4.12M +$685K +27,172 +20%
SAM
35
SignalPoint Asset Management
Missouri
$3.69M +$254K +10,056 +7%
BTIS
36
BB&T Investment Services
North Carolina
$3.51M +$1.79M +70,938 +104%
REMPR
37
Roof Eidam Maycock Peralta (REMP)
California
$3.49M +$1.47M +58,162 +72%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$3.48M -$59.9K -2,376 -2%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$3.24M +$693K +27,478 +27%
UBS Group
40
UBS Group
Switzerland
$3.12M +$51.3K +2,034 +2%
Jane Street
41
Jane Street
New York
$3.06M +$1.4M +55,664 +85%
AIM
42
Arcadia Investment Management
Michigan
$3.02M +$323K +12,820 +12%
I
43
INVST
Indiana
$2.98M +$2.98M +118,032 New
CP
44
Corbenic Partners
Pennsylvania
$2.92M +$594K +23,564 +26%
SCA
45
STALEY CAPITAL ADVISERS
Pennsylvania
$2.85M +$85.7K +3,400 +3%
FC
46
Financial Consulate
Maryland
$2.65M -$1.26M -49,872 -32%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$2.59M +$460K +18,250 +22%
SG Americas Securities
48
SG Americas Securities
New York
$2.52M – – –
Ameriprise
49
Ameriprise
Minnesota
$2.52M +$148K +5,878 +6%
ACM
50
Advisors Capital Management
New Jersey
$2.17M +$208K +8,234 +11%
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