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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
+$131M
2
FEG
Fund Evaluation Group
Ohio
+$6.56M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$3.71M
4
QCMNJ
Quantum Capital Management (New Jersey)
New Jersey
+$3.68M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.11M

Top Sellers

1
IA
IndexIQ Advisors
New York
-$118M
2
SWA
SFMG Wealth Advisors
Texas
-$24.5M
3
SPL
Smart Portfolios LLC
Washington
-$11.9M
4
TH
Timber Hill
Connecticut
-$11.7M
5
FIMG
Financial & Investment Management Group
Michigan
-$8.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
76
Confluence Wealth Management
Oregon
$1.55M +$124K +4,958 +9%
MA
77
Mutual Advisors
Nebraska
$1.54M +$1.54M +61,366 New
Wells Fargo
78
Wells Fargo
California
$1.53M -$95.2K -3,806 -6%
APA
79
American Portfolios Advisors
New York
$1.47M +$1.47M +58,786 New
SWM
80
SeaCrest Wealth Management
New York
$1.37M +$1.37M +54,712 New
DAC
81
Dividend Assets Capital
South Carolina
$1.32M +$805K +32,200 +158%
CFA
82
Cahill Financial Advisors
Minnesota
$1.3M +$1.3M +51,840 New
KWM
83
Kingsview Wealth Management
Oregon
$1.28M +$60.9K +2,432 +5%
PCM
84
Parsons Capital Management
Rhode Island
$1.23M -$50.4K -2,014 -4%
BCM
85
Blume Capital Management
California
$1.19M +$1.19M +47,600 New
SFA
86
Sequoia Financial Advisors
Ohio
$1.13M -$95K -3,798 -8%
HCIA
87
Hochman Cole Investment Advisors
Illinois
$1.1M -$278K -11,108 -20%
LFS
88
Lutz Financial Services
Nebraska
$1.07M +$1.07M +42,934 New
SAMC
89
Spectrum Asset Management (California)
California
$1.04M +$199K +7,962 +24%
AI
90
Atria Investments
North Carolina
$1.02M +$177K +7,066 +21%
WP
91
WealthSource Partners
California
$974K +$35.1K +1,404 +4%
TH
92
Timber Hill
Connecticut
$962K -$11.7M -469,400 -92%
PAG
93
Pinnacle Advisory Group
Maryland
$926K -$104K -4,172 -10%
AG
94
Advisor Group
Arizona
$920K +$79K +3,154 +9%
LPL Financial
95
LPL Financial
California
$842K -$11.7K -466 -1%
BTS
96
BB&T Securities
Virginia
$823K +$112K +4,474 +16%
MA
97
MUFG Americas
New York
$784K – – –
NCM
98
Northwest Capital Management
Oregon
$780K +$780K +31,158 New
FANJ
99
Financial Architects (New Jersey)
New Jersey
$774K -$64.5K -2,578 -8%
CA
100
Cambridge Advisors
Nebraska
$760K +$4.2K +168 +0.6%
2 3
4
5 6