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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
$161M
2
FEG
Fund Evaluation Group
Ohio
$6.56M
3
Financial Engines Advisors
Financial Engines Advisors
California
$23.5M
4
QCMNJ
Quantum Capital Management (New Jersey)
New Jersey
$22.6M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$9.87M

Top Sellers

1
IA
IndexIQ Advisors
New York
$2M
2
SWA
SFMG Wealth Advisors
Texas
$2.49M
3
SPL
Smart Portfolios LLC
Washington
$0
4
TH
Timber Hill
Connecticut
$962K
5
FIMG
Financial & Investment Management Group
Michigan
$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
51
PrairieView Partners
Minnesota
$2.61M +$2.61M +104,260 New
RJFSA
52
Raymond James Financial Services Advisors
Florida
$2.59M +$50K +1,998 +2%
AB
53
AT Bancorp
Iowa
$2.54M +$2.54M +101,548 New
ACM
54
Advisors Capital Management
New Jersey
$2.53M +$291K +11,638 +13%
Ameriprise
55
Ameriprise
Minnesota
$2.5M +$22.4K +896 +0.9%
SWA
56
SFMG Wealth Advisors
Texas
$2.49M -$24.5M -981,316 -91%
Wolverine Trading
57
Wolverine Trading
Illinois
$2.3M +$1.13M +45,376 +97%
CMBA
58
C.M. Bidwell & Associates
Hawaii
$2.24M +$2.24M +89,462 New
KF
59
Krilogy Financial
Missouri
$2.11M +$216K +8,618 +11%
MWA
60
MFA Wealth Advisors
Pennsylvania
$2.04M +$2.04M +81,624 New
Jane Street
61
Jane Street
New York
$2.01M +$2.01M +80,490 New
IA
62
IndexIQ Advisors
New York
$2M -$118M -4,722,848 -98%
CCM
63
Carlson Capital Management
Minnesota
$1.99M +$615K +24,600 +45%
SP
64
Successful Portfolios
Florida
$1.98M +$1.98M +79,098 New
SAM
65
Summit Asset Management
Tennessee
$1.97M -$1.05K -42 -0.1%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$1.92M +$1.92M +76,584 New
AIM
67
Arcadia Investment Management
Michigan
$1.77M -$330K -13,194 -16%
FCMT
68
Founders Capital Management (Texas)
Texas
$1.77M +$250 +10 +0%
IF
69
Ironwood Financial
Arizona
$1.75M -$160K -6,404 -8%
DW
70
Domani Wealth
Pennsylvania
$1.68M -$734K -29,340 -30%
TCM
71
Twele Capital Management
Minnesota
$1.67M +$118K +4,716 +8%
BCI
72
Brinker Capital Investments
Pennsylvania
$1.63M -$3.99M -159,576 -71%
Mariner
73
Mariner
Kansas
$1.62M -$663K -26,490 -29%
LYV
74
Live Your Vision
Pennsylvania
$1.55M -$46.8K -1,876 -3%
FGC
75
Financial Gravity Companies
Texas
$1.55M +$1.55M +62,188 New
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