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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 %
MCP
101
Mirador Capital Partners
California
$755K +$164K +6,568 +28%
PSF
102
Pacific Sun Financial
California
$755K +$755K +30,180 New
SDWMA
103
Schneider Downs Wealth Management Advisors
Pennsylvania
$753K +$175K +6,982 +30%
IFS
104
Ifrah Financial Services
Arkansas
$749K +$28.7K +1,148 +4%
RCA
105
Rowland Carmichael Advisors
Arizona
$744K +$202K +8,070 +37%
CCM
106
Coldstream Capital Management
Washington
$740K +$740K +29,602 New
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$734K -$3.6M -143,732 -83%
MAS
108
Managed Account Services
Florida
$733K +$33.1K +1,324 +5%
AFP
109
Ausdal Financial Partners
Iowa
$713K +$2.15K +86 +0.3%
Commonwealth Equity Services
110
Commonwealth Equity Services
Massachusetts
$698K +$698K +27,896 New
VAIA
111
Virtus Alternative Investment Advisers
Connecticut
$673K +$673K +26,900 New
SPI
112
Santori & Peters Inc
Pennsylvania
$592K +$592K +23,790 New
AA
113
Advisory Alpha
Michigan
$588K -$113K -4,508 -16%
Koshinski Asset Management
114
Koshinski Asset Management
Illinois
$587K -$34.7K -1,388 -6%
BC
115
Burleson & Co
California
$562K +$562K +22,468 New
SGAM
116
Steinberg Global Asset Management
Florida
$540K -$44.7K -1,788 -8%
SKK
117
Shepherd Kaplan Krochuk
Massachusetts
$525K – – –
EWM
118
Evermay Wealth Management
Virginia
$520K -$235K -9,400 -31%
CIAS
119
Capital Investment Advisory Services
North Carolina
$504K -$5K -200 -1%
EK
120
Evensky & Katz
Florida
$491K -$622K -24,876 -56%
WAM
121
Weatherly Asset Management
California
$476K +$476K +19,010 New
FF
122
Friedenthal Financial
New Jersey
$470K +$42.2K +1,688 +10%
HB
123
Homrich & Berg
Georgia
$468K +$468K +18,714 New
VNA
124
Valley National Advisers
Pennsylvania
$467K -$76.6K -3,064 -14%
AWMG
125
Alliance Wealth Management Group
New Jersey
$460K -$32.3K -1,316 -7%
3 4
5
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