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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 %
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
– -$84K -3,342 Closed
MAS
177
Madden Advisory Services
Florida
– -$71K -2,850 Closed
PA
178
Parallel Advisors
California
– -$55K -2,200 Closed
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
– -$40K -1,594 Closed
CAG
180
Crestwood Advisors Group
Massachusetts
– -$15K -604 Closed
4 5 6 7
8