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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

227 hedge funds and large institutions have $950M invested in Schwab Short-Term US Treasury ETF in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 99 increasing their positions, 62 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+13
Holders Change %
+6.07%
% of All Funds
5.21%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.48%
New
40
Increased
99
Reduced
62
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$40M
2
IA
IndexIQ Advisors
New York
+$30.7M
3
FAAS
First Allied Advisory Services
California
+$14.2M
4
CM
Columbus Macro
Pennsylvania
+$13M
5
QCMNJ
Quantum Capital Management (New Jersey)
New Jersey
+$7.44M

Top Sellers

1
FIMG
Financial & Investment Management Group
Michigan
-$14.9M
2
FC
Financial Consulate
Maryland
-$11.4M
3
SI
Scharf Investments
California
-$6.75M
4
ECML
Eagle Capital Management (Louisiana)
Louisiana
-$6.69M
5
Morgan Stanley
Morgan Stanley
New York
-$3.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGC
76
Financial Gravity Companies
Texas
$1.9M +$355K +14,300 +23%
FGAM
77
Financial Gravity Asset Management
Texas
$1.9M +$1.9M +76,488 New
FC
78
Financial Consulate
Maryland
$1.85M -$11.4M -458,614 -86%
DW
79
Domani Wealth
Pennsylvania
$1.79M +$121K +4,872 +7%
DI
80
Diligent Investors
California
$1.73M +$1.45M +58,184 +515%
BCI
81
Brinker Capital Investments
Pennsylvania
$1.71M +$88.6K +3,554 +5%
TCM
82
Twele Capital Management
Minnesota
$1.64M -$22K -882 -1%
LYV
83
Live Your Vision
Pennsylvania
$1.6M +$51.5K +2,072 +3%
APA
84
American Portfolios Advisors
New York
$1.59M +$126K +5,052 +9%
SFA
85
Sequoia Financial Advisors
Ohio
$1.51M +$382K +15,322 +34%
GCA
86
Gradient Capital Advisors
California
$1.49M +$1.49M +59,936 New
IWC
87
Integrated Wealth Concepts
Massachusetts
$1.44M +$1.44M +57,800 New
CWM
88
Confluence Wealth Management
Oregon
$1.44M -$103K -4,128 -7%
MA
89
Mutual Advisors
Nebraska
$1.44M -$93.6K -3,754 -6%
LWAC
90
Laurel Wealth Advisors (California)
California
$1.43M +$1.43M +57,482 New
IF
91
Ironwood Financial
Arizona
$1.37M -$373K -14,956 -21%
NCM
92
Northwest Capital Management
Oregon
$1.32M +$542K +21,760 +70%
KWM
93
Kingsview Wealth Management
Oregon
$1.28M +$7.78K +312 +0.6%
LFA
94
Landmark Financial Advisors
Kentucky
$1.27M +$1.27M +50,824 New
BC
95
Brinker Capital
Pennsylvania
$1.19M +$1.19M +47,536 New
LPL Financial
96
LPL Financial
California
$1.18M +$342K +13,710 +41%
SWM
97
SigFig Wealth Management
California
$1.12M +$1.12M +45,042 New
HCIA
98
Hochman Cole Investment Advisors
Illinois
$1.06M -$36.2K -1,454 -3%
MA
99
MCF Advisors
Kentucky
$1.04M -$2.52M -101,196 -71%
LFS
100
Lutz Financial Services
Nebraska
$1.03M -$42.3K -1,698 -4%
2 3
4
5 6