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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

170 hedge funds and large institutions have $807M invested in Schwab Short-Term US Treasury ETF in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+5
Holders Change %
+3.03%
% of All Funds
4.24%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.6%
New
22
Increased
80
Reduced
47
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
IndexIQ Advisors
New York
$121M
2
SEI Investments
SEI Investments
Pennsylvania
$136M
3
UCFA
United Capital Financial Advisors
Texas
$23.5M
4
Morgan Stanley
Morgan Stanley
New York
$15.6M
5
TH
Timber Hill
Connecticut
$12.8M

Top Sellers

1
LIM
Leavell Investment Management
Alabama
$16.7M
2
EWM
Evermay Wealth Management
Virginia
$761K
3
MWM
Merriman Wealth Management
Washington
$695K
4
Jane Street
Jane Street
New York
$0
5
RPGK
Retirement Planning Group (Kansas)
Kansas
$3.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
126
Burt Wealth Advisors
Maryland
$276K +$244K +9,680 +772%
CA
127
Capital Advantage
California
$262K – – –
Citigroup
128
Citigroup
New York
$252K – – –
WCG
129
Wall Capital Group
Arizona
$252K +$202K +8,000 +400%
RW
130
REDW Wealth
New Mexico
$233K -$60.5K -2,398 -21%
CIM
131
Contravisory Investment Management
Massachusetts
$231K -$42.1K -1,666 -15%
IA
132
IFP Advisors
Florida
$228K +$228K +9,034 New
HH
133
Hilltop Holdings
Texas
$223K +$223K +8,844 New
MSAM
134
Moloney Securities Asset Management
Missouri
$217K -$4.33K -172 -2%
MWP
135
MYCIO Wealth Partners
Pennsylvania
$202K – – –
RPA
136
Rock Point Advisors
Vermont
$201K – – –
HCA
137
Horan Capital Advisors
Ohio
$176K +$176K +6,982 New
ASN
138
Advisory Services Network
Georgia
$175K -$51 -2 -0%
WAM
139
Wealthspire Advisors (Maryland)
Maryland
$170K -$2.92K -116 -2%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$170K +$170K +6,730 New
SJIM
141
St. Johns Investment Management
Florida
$158K -$2.37K -94 -1%
AIM
142
Anchor Investment Management
South Carolina
$120K – – –
JWA
143
JFS Wealth Advisors
Pennsylvania
$119K +$119K +4,716 New
PH
144
Pinnacle Holdings
Oklahoma
$115K -$60.9K -2,418 -35%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$109K +$109K +4,360 New
GAM
146
Gemmer Asset Management
California
$98K +$23K +912 +31%
ECM
147
Exchange Capital Management
Michigan
$94K +$40.9K +1,616 +77%
NSB
148
Norway Savings Bank
Maine
$81K -$6.83K -270 -8%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$74K +$74K +2,936 New
VIA
150
Vantage Investment Advisors
Pennsylvania
$71K +$4.11K +164 +6%
4 5
6
7 8