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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

40 hedge funds and large institutions have $133M invested in Schwab Short-Term US Treasury ETF in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 11 closing their positions.

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
1.15%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
9
Increased
14
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QCMNJ
1
Quantum Capital Management (New Jersey)
New Jersey
$41.8M
2
U
2
UBS
Switzerland
$5.39M
3
DS
3
DRW Securities
Illinois
$1.5M
4
RWM
4
Rench Wealth Management
Texas
$7.35M
5
MWM
5
Merriman Wealth Management
Washington
$711K

Top Sellers

1
BFG
1
Bouchey Financial Group
New York
$0
2
RJA
2
Raymond James & Associates
Florida
$0
3
UCFA
3
United Capital Financial Advisors
Texas
$0
4
PMG
4
ProVise Management Group
Florida
$0
5
OIA
5
Optimum Investment Advisors
Illinois
$337K
Name Market Value Shares Shares
Change 		Shares
Change %
LNWWM
26
Laird Norton Wetherby Wealth Management
California
$348K 6,876 +6,876 New
OIA
27
Optimum Investment Advisors
Illinois
$337K 6,650 -10,880 -62%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$328K 6,487 -1,650 -20%
MAM
29
Marquette Asset Management
Minnesota
$299K 5,902 -1,937 -25%
BCI
30
Brinker Capital Investments
Pennsylvania
$262K 5,170 +135 +3%
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$67K 1,328 -193 -13%
MAS
32
Madden Advisory Services
Florida
$48K 950 – –
Bank of America
33
Bank of America
North Carolina
$32K 624 – –
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$30K 595 – –
FNBT
35
FineMark National Bank & Trust
Florida
$25K 495 +1 +0.2%
Morgan Stanley
36
Morgan Stanley
New York
$15K 306 -6,304 -95%
FMII
37
Farmers & Merchants Investments Inc
Nebraska
$10K 200 +200 New
Ameriprise
38
Ameriprise
Minnesota
$8K 158 +158 New
AIG
39
American International Group
New York
$6.83K 135 +135 New
FANJ
40
Financial Architects (New Jersey)
New Jersey
$1K 29 +29 New
BFG
41
Bouchey Financial Group
New York
– – -38,439 Closed
RJA
42
Raymond James & Associates
Florida
– – -28,744 Closed
UCFA
43
United Capital Financial Advisors
Texas
– – -24,437 Closed
PMG
44
ProVise Management Group
Florida
– – -15,672 Closed
BCM
45
Bluefin Capital Management
New York
– – -10,689 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
– – -8,469 Closed
BMM
47
Buffington Mohr McNeal
Idaho
– – -7,230 Closed
VKH
48
Virtu KCG Holdings
New York
– – -5,097 Closed
PP
49
Palladium Partners
Virginia
– – -2,456 Closed
NMIS
50
Northwestern Mutual Investment Services
Wisconsin
– – -112 Closed
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