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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 %
PCM
76
Parsons Capital Management
Rhode Island
$788K +$393K +15,600 +100%
MA
77
MUFG Americas
New York
$783K – – –
AIA
78
Allegis Investment Advisors
Idaho
$774K +$22K +872 +3%
CA
79
Cambridge Advisors
Nebraska
$762K +$807 +32 +0.1%
BTS
80
BB&T Securities
Virginia
$745K +$745K +29,574 New
AG
81
Advisor Group
Arizona
$739K +$54.6K +2,164 +8%
LA
82
LVW Advisors
New York
$729K -$13.1M -520,398 -95%
CIAS
83
Capital Investment Advisory Services
North Carolina
$717K -$50.4K -2,000 -7%
AFP
84
Ausdal Financial Partners
Iowa
$715K -$33K -1,310 -4%
IFS
85
Ifrah Financial Services
Arkansas
$707K +$20.2K +800 +3%
Wells Fargo
86
Wells Fargo
California
$688K +$130K +5,168 +23%
AA
87
Advisory Alpha
Michigan
$683K +$268K +10,624 +65%
LPL Financial
88
LPL Financial
California
$669K -$3.23K -128 -0.5%
HCIA
89
Hochman Cole Investment Advisors
Illinois
$640K +$640K +25,400 New
CS
90
Comerica Securities
Michigan
$634K – – –
CCWA
91
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$629K -$601K -23,838 -49%
SGAM
92
Steinberg Global Asset Management
Florida
$579K -$325K -12,892 -36%
VNA
93
Valley National Advisers
Pennsylvania
$572K -$24.2K -960 -4%
RCA
94
Rowland Carmichael Advisors
Arizona
$571K +$13.2K +524 +2%
OIA
95
Optimum Investment Advisors
Illinois
$563K -$76.9K -3,050 -12%
Koshinski Asset Management
96
Koshinski Asset Management
Illinois
$563K +$30.8K +1,222 +6%
MCP
97
Mirador Capital Partners
California
$549K +$99.9K +3,960 +22%
PWM
98
Perigon Wealth Management
California
$541K +$73K +2,898 +16%
DAC
99
Dividend Assets Capital
South Carolina
$514K – – –
FC
100
Forte Capital
New York
$507K -$65.6K -2,600 -11%
2 3
4
5 6