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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 %
ACG
26
Allen Capital Group
Nebraska
$8.37M +$1.33M +53,436 +19%
BSW
27
Buckingham Strategic Wealth
Missouri
$7.63M +$311K +12,468 +4%
CIC
28
Carnegie Investment Counsel
Ohio
$7.39M +$4.63M +186,910 +168%
AI
29
Atria Investments
North Carolina
$6.46M +$5.45M +218,528 +537%
MFT
30
Moisand Fitzgerald Tamayo
Florida
$6.39M +$338K +13,576 +6%
AIA
31
Arcadia Investment Advisors
Idaho
$6.34M -$4.64K -186 -0.1%
CA
32
Callahan Advisors
Texas
$5.94M -$936K -37,574 -14%
BTS
33
BB&T Securities
Virginia
$5.43M +$4.61M +185,010 +562%
AIM
34
Arcadia Investment Management
Michigan
$4.73M +$2.96M +118,784 +168%
VHAM
35
Van Hulzen Asset Management
California
$4.67M -$2.03M -81,590 -30%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$4.58M +$1.23M +49,372 +37%
HI
37
Harrington Investments
California
$4.55M +$294K +11,800 +7%
CMP
38
Courage Miller Partners
Virginia
$4.25M -$20.6K -828 -0.5%
SAM
39
SignalPoint Asset Management
Missouri
$4.17M +$282K +11,298 +7%
RWM
40
Rench Wealth Management
Texas
$4.07M +$112K +4,484 +3%
FEG
41
Fund Evaluation Group
Ohio
$3.98M -$2.55M -102,458 -39%
AWM
42
Avior Wealth Management
Nebraska
$3.76M +$223K +8,950 +6%
BCM
43
Blume Capital Management
California
$3.68M +$2.49M +100,000 +210%
Jane Street
44
Jane Street
New York
$3.52M +$1.51M +60,592 +75%
CFA
45
Cahill Financial Advisors
Minnesota
$3.5M +$2.2M +88,432 +171%
PAM
46
Peak Asset Management
Colorado
$3.33M +$713K +28,628 +27%
BCP
47
Blackhawk Capital Partners
Wisconsin
$3.29M +$3.26M +130,636 +9,161%
RPGK
48
Retirement Planning Group (Kansas)
Kansas
$3.2M +$102K +4,098 +3%
WP
49
WealthSource Partners
California
$3.17M +$2.2M +88,138 +226%
AF
50
Advisornet Financial
Minnesota
$3.15M -$89.9K -3,606 -3%
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