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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

214 hedge funds and large institutions have $816M invested in Schwab Short-Term US Treasury ETF in 2017 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 63 increasing their positions, 68 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+44
Holders Change %
+25.88%
% of All Funds
4.86%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.55%
New
61
Increased
63
Reduced
68
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$131M
2
FEG
Fund Evaluation Group
Ohio
+$6.56M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$3.71M
4
QCMNJ
Quantum Capital Management (New Jersey)
New Jersey
+$3.68M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.11M

Top Sellers

1
IA
IndexIQ Advisors
New York
-$118M
2
SWA
SFMG Wealth Advisors
Texas
-$24.5M
3
SPL
Smart Portfolios LLC
Washington
-$11.9M
4
TH
Timber Hill
Connecticut
-$11.7M
5
FIMG
Financial & Investment Management Group
Michigan
-$8.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
VHAM
26
Van Hulzen Asset Management
California
$6.73M -$229K -9,168 -3%
ECML
27
Eagle Capital Management (Louisiana)
Louisiana
$6.69M -$252K -10,060 -4%
FEG
28
Fund Evaluation Group
Ohio
$6.56M +$6.56M +262,284 New
AIA
29
Arcadia Investment Advisors
Idaho
$6.37M +$6.37M +254,672 New
MFT
30
Moisand Fitzgerald Tamayo
Florida
$6.07M +$1.02M +40,776 +20%
FWM
31
Frontier Wealth Management
Missouri
$5.91M -$1.18M -47,316 -17%
BTIS
32
BB&T Investment Services
North Carolina
$4.51M +$220K +8,760 +5%
CMP
33
Courage Miller Partners
Virginia
$4.28M +$7.65K +306 +0.2%
HI
34
Harrington Investments
California
$4.27M -$192K -7,680 -4%
RWM
35
Rench Wealth Management
Texas
$3.97M -$1.76M -70,422 -31%
SAM
36
SignalPoint Asset Management
Missouri
$3.91M +$85.3K +3,408 +2%
I
37
INVST
Indiana
$3.71M -$3.96M -158,436 -52%
MA
38
MCF Advisors
Kentucky
$3.58M +$247K +9,862 +7%
AWM
39
Avior Wealth Management
Nebraska
$3.55M +$296K +11,820 +9%
PTCG
40
Pring Turner Capital Group
California
$3.39M -$20K -800 -0.6%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$3.37M +$176K +7,044 +6%
AF
42
Advisornet Financial
Minnesota
$3.26M +$3.26M +130,140 New
RPGK
43
Retirement Planning Group (Kansas)
Kansas
$3.11M +$96.2K +3,846 +3%
CP
44
Corbenic Partners
Pennsylvania
$3.11M +$9.57K +382 +0.3%
REMPR
45
Roof Eidam Maycock Peralta (REMP)
California
$2.92M -$75.8K -3,032 -3%
GIA
46
GHP Investment Advisors
Colorado
$2.91M -$680K -27,184 -19%
SCA
47
STALEY CAPITAL ADVISERS
Pennsylvania
$2.85M +$18.8K +750 +0.7%
CIC
48
Carnegie Investment Counsel
Ohio
$2.77M +$1.02M +40,940 +58%
PAM
49
Peak Asset Management
Colorado
$2.62M +$8.16K +326 +0.3%
UBS Group
50
UBS Group
Switzerland
$2.61M -$1.5M -59,878 -36%
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