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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 %
AOWM
201
Alpha Omega Wealth Management
Virginia
$10K – – –
TL
202
TrueWealth LLC
Georgia
$10K +$10K +410 New
SJIM
203
St. Johns Investment Management
Florida
$6K -$151K -6,030 -96%
AIA
204
Armor Investment Advisors
North Carolina
$6K – – –
SC
205
Slow Capital
California
$5K +$5K +182 New
AIS
206
Accurate Investment Solutions
Pennsylvania
$4K – – –
AWE
207
Avidian Wealth Enterprises
Texas
$3.35K +$2.88K +115,042 +610%
OIA
208
OneDigital Investment Advisors
Kansas
$3K – – –
BFEC
209
Benjamin F. Edwards & Company
Missouri
$2K +$2K +84 New
BlackRock
210
BlackRock
New York
$1K – – –
SWA
211
Sutton Wealth Advisors
Florida
$300 – – –
SPL
212
Smart Portfolios LLC
Washington
– -$11.9M -471,922 Closed
SG Americas Securities
213
SG Americas Securities
New York
– -$2.52M -100,000 Closed
LWAC
214
Laurel Wealth Advisors (California)
California
– -$1.38M -54,706 Closed
VF
215
Virtu Financial
New York
– -$1.32M -52,404 Closed
SFS
216
Strategic Financial Services
New York
– -$947K -37,560 Closed
MWM
217
Merriman Wealth Management
Washington
– -$695K -27,574 Closed
EAM
218
Evanson Asset Management
California
– -$600K -23,818 Closed
Citadel Advisors
219
Citadel Advisors
Florida
– -$556K -22,050 Closed
BAM
220
Belpointe Asset Management
Nevada
– -$335K -13,308 Closed
HH
221
Hilltop Holdings
Texas
– -$223K -8,844 Closed
HCA
222
Horan Capital Advisors
Ohio
– -$176K -6,982 Closed
PH
223
Pinnacle Holdings
Oklahoma
– -$115K -4,556 Closed
NIC
224
Northwest Investment Counselors
Oregon
– -$53K -2,100 Closed
NFG
225
Next Financial Group
Texas
– -$26K -1,036 Closed
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