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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 %
SEI Investments
1
SEI Investments
Pennsylvania
$136M +$29.5M +1,169,394 +28%
IA
2
IndexIQ Advisors
New York
$121M +$77.7M +3,082,826 +179%
FIMG
3
Financial & Investment Management Group
Michigan
$38.8M +$1.86M +73,754 +5%
Bank of America
4
Bank of America
North Carolina
$30.4M +$2.55M +101,222 +9%
SWA
5
SFMG Wealth Advisors
Texas
$27.2M -$172K -6,826 -0.6%
UCFA
6
United Capital Financial Advisors
Texas
$23.5M +$23.1M +916,022 +4,968%
MWM
7
MinichMacGregor Wealth Management
New York
$20.4M -$25.3K -1,004 -0.1%
Financial Engines Advisors
8
Financial Engines Advisors
California
$19.9M +$12.6M +500,866 +173%
QCMNJ
9
Quantum Capital Management (New Jersey)
New Jersey
$19M +$7.01K +278 +0%
LIM
10
Leavell Investment Management
Alabama
$16.7M -$12.6M -500,694 -43%
FIM
11
Freedom Investment Management
Connecticut
$15.8M +$1.92M +76,002 +14%
Morgan Stanley
12
Morgan Stanley
New York
$15.6M +$13.7M +542,784 +695%
FC
13
Financial Consulate
Maryland
$14.6M +$12M +474,928 +451%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$13.9M +$4.04M +160,442 +41%
TH
15
Timber Hill
Connecticut
$12.8M +$12.8M +507,842 New
CF
16
Corrigan Financial
Rhode Island
$12.1M +$353K +13,996 +3%
SPL
17
Smart Portfolios LLC
Washington
$11.9M +$1.85M +73,464 +18%
BSB
18
Bangor Savings Bank
Maine
$11.6M +$851K +33,780 +8%
CWM
19
Cabot Wealth Management
Massachusetts
$10.5M +$5.52M +219,150 +112%
JWS
20
Juncture Wealth Strategies
Arizona
$9.12M +$132K +5,224 +1%
SI
21
Scharf Investments
California
$8.17M -$253K -10,040 -3%
CHJWM
22
Carlton Hofferkamp & Jenks Wealth Management
Texas
$8.02M -$62.9K -2,498 -0.8%
CA
23
Callahan Advisors
Texas
$7.91M -$1.57M -62,176 -17%
I
24
INVST
Indiana
$7.73M +$4.76M +188,850 +160%
FWM
25
Frontier Wealth Management
Missouri
$7.15M +$2.63M +104,550 +58%
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