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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
+$77.7M
2
SEI Investments
SEI Investments
Pennsylvania
+$29.5M
3
UCFA
United Capital Financial Advisors
Texas
+$23.1M
4
Morgan Stanley
Morgan Stanley
New York
+$13.7M
5
TH
Timber Hill
Connecticut
+$12.8M

Top Sellers

1
LIM
Leavell Investment Management
Alabama
-$12.6M
2
EWM
Evermay Wealth Management
Virginia
-$4.71M
3
MWM
Merriman Wealth Management
Washington
-$3.84M
4
Jane Street
Jane Street
New York
-$3.06M
5
RPGK
Retirement Planning Group (Kansas)
Kansas
-$2.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
51
SG Americas Securities
New York
$2.52M – – –
Ameriprise
52
Ameriprise
Minnesota
$2.5M -$20.5K -812 -0.8%
DW
53
Domani Wealth
Pennsylvania
$2.43M +$836K +33,156 +52%
Mariner
54
Mariner
Kansas
$2.3M +$371K +14,712 +19%
ACM
55
Advisors Capital Management
New Jersey
$2.25M +$84.7K +3,362 +4%
AIM
56
Arcadia Investment Management
Michigan
$2.12M -$894K -35,494 -30%
SAM
57
Summit Asset Management
Tennessee
$1.98M +$20.2K +800 +1%
SBL
58
Sargent Bickham Lagudis
Colorado
$1.93M +$857K +34,014 +80%
IF
59
Ironwood Financial
Arizona
$1.92M +$421K +16,718 +28%
KF
60
Krilogy Financial
Missouri
$1.91M -$79.7K -3,164 -4%
FCMT
61
Founders Capital Management (Texas)
Texas
$1.78M +$15.1K +600 +0.9%
CIC
62
Carnegie Investment Counsel
Ohio
$1.77M +$1.77M +70,160 New
Wells Fargo
63
Wells Fargo
California
$1.64M +$952K +37,752 +138%
LYV
64
Live Your Vision
Pennsylvania
$1.62M +$1.62M +64,110 New
ST
65
Smithfield Trust
Pennsylvania
$1.56M -$95.1K -3,774 -6%
TCM
66
Twele Capital Management
Minnesota
$1.56M +$20.9K +828 +1%
CWM
67
Confluence Wealth Management
Oregon
$1.43M -$61.9K -2,456 -4%
HCIA
68
Hochman Cole Investment Advisors
Illinois
$1.39M +$751K +29,804 +117%
CCM
69
Carlson Capital Management
Minnesota
$1.38M -$346K -13,730 -20%
LWAC
70
Laurel Wealth Advisors (California)
California
$1.38M +$1.38M +54,706 New
VF
71
Virtu Financial
New York
$1.32M +$1.32M +52,404 New
PCM
72
Parsons Capital Management
Rhode Island
$1.29M +$499K +19,800 +63%
SFA
73
Sequoia Financial Advisors
Ohio
$1.23M +$146K +5,782 +13%
KWM
74
Kingsview Wealth Management
Oregon
$1.23M +$29.8K +1,184 +2%
Wolverine Trading
75
Wolverine Trading
Illinois
$1.18M +$1.18M +46,622 New
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