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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 %
EAM
126
Evanson Asset Management
California
$229K +$302 +12 +0.1%
MSAM
127
Moloney Securities Asset Management
Missouri
$222K -$82K -3,250 -27%
MWP
128
MYCIO Wealth Partners
Pennsylvania
$202K +$202K +8,000 New
UAS
129
United Asset Strategies
New York
$202K +$202K +8,014 New
RPA
130
Rock Point Advisors
Vermont
$201K – – –
PH
131
Pinnacle Holdings
Oklahoma
$176K +$176K +6,974 New
ASN
132
Advisory Services Network
Georgia
$175K -$556 -22 -0.3%
WAM
133
Wealthspire Advisors (Maryland)
Maryland
$173K +$554 +22 +0.3%
SJIM
134
St. Johns Investment Management
Florida
$160K -$68.4K -2,720 -30%
OIA
135
OneDigital Investment Advisors
Kansas
$152K +$152K +6,026 New
Creative Planning
136
Creative Planning
Kansas
$151K -$14.7K -584 -9%
AIM
137
Anchor Investment Management
South Carolina
$120K +$120K +4,750 New
AIP
138
Almanack Investment Partners
Pennsylvania
$102K -$24.9K -992 -20%
NSB
139
Norway Savings Bank
Maine
$87K +$87K +3,470 New
GAM
140
Gemmer Asset Management
California
$75K -$354 -14 -0.5%
VIA
141
Vantage Investment Advisors
Pennsylvania
$67K +$21.8K +868 +48%
HR
142
Howe & Rusling
New York
$59K +$59K +2,346 New
US Bancorp
143
US Bancorp
Minnesota
$58K -$2.03K -80 -3%
ECM
144
Exchange Capital Management
Michigan
$53K +$53K +2,098 New
BBPWM
145
Blue Bell Private Wealth Management
Pennsylvania
$50K – – –
WCG
146
Wall Capital Group
Arizona
$50K – – –
NIC
147
Northwest Investment Counselors
Oregon
$47K +$47K +1,854 New
SPIA
148
Steward Partners Investment Advisory
New York
$33K – – –
BWA
149
Burt Wealth Advisors
Maryland
$31K +$5.74K +232 +23%
EA
150
Edge Advisors
Georgia
$30K +$50 +2 +0.2%
4 5
6
7 8