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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
$161M
2
FEG
Fund Evaluation Group
Ohio
$6.56M
3
Financial Engines Advisors
Financial Engines Advisors
California
$23.5M
4
QCMNJ
Quantum Capital Management (New Jersey)
New Jersey
$22.6M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$9.87M

Top Sellers

1
IA
IndexIQ Advisors
New York
$2M
2
SWA
SFMG Wealth Advisors
Texas
$2.49M
3
SPL
Smart Portfolios LLC
Washington
$0
4
TH
Timber Hill
Connecticut
$962K
5
FIMG
Financial & Investment Management Group
Michigan
$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$161M +$131M +5,232,138 +434%
SEI Investments
2
SEI Investments
Pennsylvania
$129M -$5.07M -202,792 -4%
FIMG
3
Financial & Investment Management Group
Michigan
$29.9M -$8.63M -344,992 -22%
Financial Engines Advisors
4
Financial Engines Advisors
California
$23.5M +$3.71M +148,280 +19%
UCFA
5
United Capital Financial Advisors
Texas
$23.2M -$203K -8,100 -0.9%
QCMNJ
6
Quantum Capital Management (New Jersey)
New Jersey
$22.6M +$3.68M +146,974 +19%
MWM
7
MinichMacGregor Wealth Management
New York
$20.4M +$98.6K +3,942 +0.5%
LIM
8
Leavell Investment Management
Alabama
$17M +$387K +15,490 +2%
FIM
9
Freedom Investment Management
Connecticut
$16.8M +$1.11M +44,414 +7%
Morgan Stanley
10
Morgan Stanley
New York
$16.2M +$661K +26,416 +4%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$16.1M +$2.33M +93,158 +17%
FC
12
Financial Consulate
Maryland
$13.3M -$1.19M -47,514 -8%
CF
13
Corrigan Financial
Rhode Island
$12.7M +$703K +28,088 +6%
BSB
14
Bangor Savings Bank
Maine
$12.6M +$1.08M +43,008 +9%
CWM
15
Cabot Wealth Management
Massachusetts
$10.3M -$49.3K -1,972 -0.5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$9.87M +$3.11M +124,446 +46%
Charles Schwab
17
Charles Schwab
California
$8.83M +$2.91M +116,186 +49%
UWM
18
USAdvisors Wealth Management
Minnesota
$8.2M +$8.2M +327,602 New
JWS
19
Juncture Wealth Strategies
Arizona
$8.06M -$997K -39,850 -11%
RRC
20
Relaxing Retirement Coach
Massachusetts
$8M +$8M +319,788 New
CHJWM
21
Carlton Hofferkamp & Jenks Wealth Management
Texas
$7.88M -$88.5K -3,538 -1%
BSW
22
Buckingham Strategic Wealth
Missouri
$7.34M +$600K +23,988 +9%
ACG
23
Allen Capital Group
Nebraska
$7.07M +$7.07M +282,468 New
CA
24
Callahan Advisors
Texas
$6.9M -$950K -37,994 -12%
SI
25
Scharf Investments
California
$6.75M -$1.36M -54,360 -17%
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