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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 %
DWT
151
Dorsey & Whitney Trust
South Dakota
$355K +$355K +14,234 New
Koshinski Asset Management
152
Koshinski Asset Management
Illinois
$354K -$231K -9,274 -40%
TIM
153
Tortoise Investment Management
New York
$353K -$39.9K -1,600 -10%
Lido Advisors
154
Lido Advisors
California
$350K +$350K +14,070 New
AWA
155
Acorn Wealth Advisors
Michigan
$346K -$22.7K -914 -6%
DBRC
156
D.B. Root & Company
Pennsylvania
$339K +$339K +13,594 New
WA
157
Wealth Architects
California
$332K +$8.77K +352 +3%
MA
158
Menlo Advisors
California
$321K -$27.8K -1,120 -8%
CF
159
Centaurus Financial
California
$312K +$312K +12,524 New
DP
160
Denver PWM
Colorado
$310K +$310K +12,518 New
EK
161
Evensky & Katz
Florida
$306K -$182K -7,324 -37%
BAM
162
Berkshire Asset Management
Pennsylvania
$306K +$306K +12,282 New
IAS
163
IMA Advisory Services
Colorado
$305K +$7.34K +294 +2%
Citigroup
164
Citigroup
New York
$299K +$49.9K +2,004 +20%
JCM
165
Janney Capital Management
Pennsylvania
$298K -$40.4K -1,624 -12%
SA
166
SRH Advisors
Kansas
$298K – – –
AWA
167
Arete Wealth Advisors
Illinois
$298K +$298K +11,956 New
IA
168
IFP Advisors
Florida
$293K – – –
OIA
169
Optimum Investment Advisors
Illinois
$281K -$64.8K -2,600 -19%
MCP
170
Mirador Capital Partners
California
$268K -$482K -19,390 -64%
CW
171
CreativeOne Wealth
Kansas
$245K +$245K +9,828 New
MWM
172
Merriman Wealth Management
Washington
$240K +$240K +9,614 New
DIS
173
Diversified Investment Strategies
Louisiana
$239K – – –
RPA
174
Rock Point Advisors
Vermont
$231K +$27.4K +1,100 +13%
AWE
175
Avidian Wealth Enterprises
Texas
$227K -$107K -42,802 -32%
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