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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 %
SEI Investments
1
SEI Investments
Pennsylvania
$169M +$40M +1,606,886 +31%
Bank of America
2
Bank of America
North Carolina
$162M +$1.09M +43,740 +0.7%
IA
3
IndexIQ Advisors
New York
$32.7M +$30.7M +1,230,222 +1,536%
QCMNJ
4
Quantum Capital Management (New Jersey)
New Jersey
$29.9M +$7.44M +298,654 +33%
Financial Engines Advisors
5
Financial Engines Advisors
California
$26.9M +$3.55M +142,432 +15%
UCFA
6
United Capital Financial Advisors
Texas
$23.3M +$219K +8,804 +1%
MWM
7
MinichMacGregor Wealth Management
New York
$21.3M +$988K +39,638 +5%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$18.6M +$2.59M +104,034 +16%
FIM
9
Freedom Investment Management
Connecticut
$17.9M +$1.19M +47,914 +7%
CF
10
Corrigan Financial
Rhode Island
$17.2M +$4.54M +182,076 +36%
LIM
11
Leavell Investment Management
Alabama
$16.1M -$861K -34,568 -5%
FIMG
12
Financial & Investment Management Group
Michigan
$14.9M -$14.9M -599,602 -50%
FAAS
13
First Allied Advisory Services
California
$14.2M +$14.2M +569,340 +116,192%
Charles Schwab
14
Charles Schwab
California
$13.6M +$4.82M +193,290 +55%
CM
15
Columbus Macro
Pennsylvania
$13M +$13M +522,396 New
Morgan Stanley
16
Morgan Stanley
New York
$12.4M -$3.69M -147,978 -23%
RRC
17
Relaxing Retirement Coach
Massachusetts
$12.4M +$4.45M +178,576 +56%
BSB
18
Bangor Savings Bank
Maine
$12.3M -$202K -8,106 -2%
CWM
19
Cabot Wealth Management
Massachusetts
$9.53M -$760K -30,480 -7%
I
20
INVST
Indiana
$9.51M +$5.81M +233,500 +157%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$9.1M -$736K -29,542 -7%
UWM
22
USAdvisors Wealth Management
Minnesota
$8.96M +$794K +31,846 +10%
Wells Fargo
23
Wells Fargo
California
$8.93M +$7.4M +297,024 +485%
JWS
24
Juncture Wealth Strategies
Arizona
$8.67M +$640K +25,664 +8%
CHJWM
25
Carlton Hofferkamp & Jenks Wealth Management
Texas
$8.61M +$764K +30,664 +10%
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