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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
+$14.3M
2
SEI Investments
SEI Investments
Pennsylvania
+$10.8M
3
SI
Scharf Investments
California
+$8.42M
4
VHAM
Van Hulzen Asset Management
California
+$5M
5
FIMG
Financial & Investment Management Group
Michigan
+$4.72M

Top Sellers

1
LIM
Leavell Investment Management
Alabama
-$21.7M
2
LA
LVW Advisors
New York
-$13.1M
3
IA
IndexIQ Advisors
New York
-$9.68M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
-$6.76M
5
FI
FormulaFolio Investments
Michigan
-$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
KF
51
Krilogy Financial
Missouri
$1.99M -$952K -37,772 -32%
Morgan Stanley
52
Morgan Stanley
New York
$1.97M -$664K -26,346 -25%
SAM
53
Summit Asset Management
Tennessee
$1.96M -$405K -16,082 -17%
PAM
54
Peak Asset Management
Colorado
$1.96M +$487K +19,328 +33%
Mariner
55
Mariner
Kansas
$1.93M +$325K +12,918 +20%
MA
56
MCF Advisors
Kentucky
$1.85M -$4.64K -184 -0.3%
FCMT
57
Founders Capital Management (Texas)
Texas
$1.77M -$55.5K -2,200 -3%
CCM
58
Carlson Capital Management
Minnesota
$1.73M +$97.5K +3,866 +6%
ST
59
Smithfield Trust
Pennsylvania
$1.66M +$1.66M +65,736 New
DW
60
Domani Wealth
Pennsylvania
$1.6M +$357K +14,160 +29%
TCM
61
Twele Capital Management
Minnesota
$1.54M +$107K +4,264 +8%
IF
62
Ironwood Financial
Arizona
$1.5M -$347K -13,748 -19%
CWM
63
Confluence Wealth Management
Oregon
$1.49M -$78.5K -3,114 -5%
KWM
64
Kingsview Wealth Management
Oregon
$1.2M +$6.85K +272 +0.6%
PAG
65
Pinnacle Advisory Group
Maryland
$1.19M +$51.1K +2,028 +4%
FANJ
66
Financial Architects (New Jersey)
New Jersey
$1.18M -$835K -33,150 -41%
DI
67
Diligent Investors
California
$1.18M -$1.24M -49,166 -51%
SFA
68
Sequoia Financial Advisors
Ohio
$1.09M +$524K +20,778 +93%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$1.08M -$271K -10,734 -20%
SBL
70
Sargent Bickham Lagudis
Colorado
$1.07M -$424K -16,812 -28%
SFS
71
Strategic Financial Services
New York
$941K +$498K +19,740 +112%
WP
72
WealthSource Partners
California
$887K -$199K -7,880 -18%
TSS
73
Two Sigma Securities
New York
$864K +$629K +24,956 +268%
SAMC
74
Spectrum Asset Management (California)
California
$847K +$34.9K +1,382 +4%
AI
75
Atria Investments
North Carolina
$811K +$178K +7,052 +28%
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