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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

170 hedge funds and large institutions have $807M invested in Schwab Short-Term US Treasury ETF in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+5
Holders Change %
+3.03%
% of All Funds
4.24%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.6%
New
22
Increased
80
Reduced
47
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
IndexIQ Advisors
New York
$121M
2
SEI Investments
SEI Investments
Pennsylvania
$136M
3
UCFA
United Capital Financial Advisors
Texas
$23.5M
4
Morgan Stanley
Morgan Stanley
New York
$15.6M
5
TH
Timber Hill
Connecticut
$12.8M

Top Sellers

1
LIM
Leavell Investment Management
Alabama
$16.7M
2
EWM
Evermay Wealth Management
Virginia
$761K
3
MWM
Merriman Wealth Management
Washington
$695K
4
Jane Street
Jane Street
New York
$0
5
RPGK
Retirement Planning Group (Kansas)
Kansas
$3.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
VHAM
26
Van Hulzen Asset Management
California
$7.01M +$2.02M +80,032 +40%
ECML
27
Eagle Capital Management (Louisiana)
Louisiana
$6.99M -$678K -26,902 -9%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$6.81M +$366K +14,520 +6%
BSW
29
Buckingham Strategic Wealth
Missouri
$6.79M +$86.3K +3,424 +1%
Charles Schwab
30
Charles Schwab
California
$5.96M +$1.81M +71,656 +43%
RWM
31
Rench Wealth Management
Texas
$5.78M +$1.06M +41,918 +22%
BCI
32
Brinker Capital Investments
Pennsylvania
$5.66M -$145K -5,750 -2%
MFT
33
Moisand Fitzgerald Tamayo
Florida
$5.09M +$174K +6,894 +4%
HI
34
Harrington Investments
California
$4.5M +$4.5M +178,420 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$4.36M +$883K +35,048 +25%
BTIS
36
BB&T Investment Services
North Carolina
$4.32M +$815K +32,336 +23%
CMP
37
Courage Miller Partners
Virginia
$4.31M +$1.16K +46 +0%
UBS Group
38
UBS Group
Switzerland
$4.14M +$1.02M +40,444 +33%
SAM
39
SignalPoint Asset Management
Missouri
$3.85M +$160K +6,332 +4%
GIA
40
GHP Investment Advisors
Colorado
$3.62M -$500K -19,828 -12%
PTCG
41
Pring Turner Capital Group
California
$3.44M -$1.32M -52,536 -28%
MA
42
MCF Advisors
Kentucky
$3.36M +$1.51M +59,976 +82%
AWM
43
Avior Wealth Management
Nebraska
$3.28M +$3.28M +130,186 New
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$3.21M -$25.7K -1,020 -0.8%
CP
45
Corbenic Partners
Pennsylvania
$3.12M +$201K +7,982 +7%
RPGK
46
Retirement Planning Group (Kansas)
Kansas
$3.04M -$2.16M -85,624 -42%
REMPR
47
Roof Eidam Maycock Peralta (REMP)
California
$3.02M -$468K -18,582 -13%
SCA
48
STALEY CAPITAL ADVISERS
Pennsylvania
$2.86M +$6.3K +250 +0.2%
PAM
49
Peak Asset Management
Colorado
$2.64M +$673K +26,710 +34%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$2.56M -$23.8K -946 -0.9%
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