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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 %
EWM
126
Empirical Wealth Management
Washington
$449K +$449K +17,964 New
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$439K +$270K +10,800 +160%
SGCA
128
Steel Grove Capital Advisors
Tennessee
$438K – – –
FC
129
Forte Capital
New York
$400K -$55K -2,200 -12%
TIM
130
Tortoise Investment Management
New York
$394K -$121K -4,838 -23%
JC
131
Jentner Corp
Ohio
$390K -$24.3K -970 -6%
ST
132
Smithfield Trust
Pennsylvania
$374K -$1.18M -47,022 -76%
AWA
133
Acorn Wealth Advisors
Michigan
$371K +$371K +14,858 New
LCM
134
Liberty Capital Management
Michigan
$365K – – –
LFG
135
Larson Financial Group
Missouri
$359K +$359K +14,346 New
MA
136
Menlo Advisors
California
$350K – – –
PSUF
137
People's United Financial
Connecticut
$349K +$349K +13,960 New
OIA
138
Optimum Investment Advisors
Illinois
$347K -$165K -6,600 -32%
JWM
139
Janiczek Wealth Management
Colorado
$340K -$150 -6 -0%
JCM
140
Janney Capital Management
Pennsylvania
$340K – – –
WA
141
Wealth Architects
California
$325K -$6.86K -274 -2%
GPW
142
GFS Private Wealth
Florida
$310K +$310K +12,400 New
SA
143
SRH Advisors
Kansas
$299K – – –
IAS
144
IMA Advisory Services
Colorado
$298K -$76.8K -3,074 -20%
IA
145
IFP Advisors
Florida
$293K +$66.9K +2,674 +30%
SBL
146
Sargent Bickham Lagudis
Colorado
$290K -$1.62M -64,854 -85%
DI
147
Diligent Investors
California
$283K +$283K +11,296 New
RFA
148
Reilly Financial Advisors
California
$281K -$211K -8,434 -43%
DAS
149
Dynamic Advisor Solutions
Arizona
$266K +$266K +10,646 New
ACM
150
AlphaStar Capital Management
North Carolina
$265K +$265K +8,448 New
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6
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