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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

63 hedge funds and large institutions have $206M invested in Schwab Short-Term US Treasury ETF in 2014 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
63
Holders Change
+17
Holders Change %
+36.96%
% of All Funds
1.68%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
25
Increased
21
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
1
Destination Wealth Management
California
$13.9M
2
CA
2
Capital Advantage
California
$11.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$9.95M
4
BSB
4
Bangor Savings Bank
Maine
$7.07M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.53M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$28K
2
QCMNJ
2
Quantum Capital Management (New Jersey)
New Jersey
$33.6M
3
RJA
3
Raymond James & Associates
Florida
$0
4
CWM
4
Confluence Wealth Management
Oregon
$249K
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$957K +$925K +36,574 +2,931%
MHS
27
M Holdings Securities
Oregon
$853K +$853K +33,728 New
OIA
28
Optimum Investment Advisors
Illinois
$790K +$443K +17,520 +128%
CWM
29
Cabot Wealth Management
Massachusetts
$700K -$444K -17,572 -39%
IFS
30
Ifrah Financial Services
Arkansas
$678K -$35K -1,384 -5%
AWM
31
AllSquare Wealth Management
New York
$650K +$650K +25,712 New
REMPR
32
Roof Eidam Maycock Peralta (REMP)
California
$647K +$647K +25,590 New
CS
33
Credit Suisse
Switzerland
$622K -$195K -7,696 -24%
SAM
34
Summit Asset Management
Tennessee
$600K -$6.12K -242 -1%
MIAN
35
Mariner Independent Advisor Network
Kansas
$509K -$29.5K -1,166 -5%
SGAM
36
Steinberg Global Asset Management
Florida
$412K +$22.5K +890 +6%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$395K +$103K +4,054 +35%
LA
38
LVW Advisors
New York
$320K +$320K +12,634 New
Koshinski Asset Management
39
Koshinski Asset Management
Illinois
$299K +$299K +11,822 New
PWM
40
Perigon Wealth Management
California
$289K -$1.57K -62 -0.5%
ACM
41
Avalon Capital Management
California
$273K +$273K +10,800 New
Citigroup
42
Citigroup
New York
$253K +$253K +10,000 New
CWM
43
Confluence Wealth Management
Oregon
$249K -$3.67M -145,252 -94%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$238K +$20.2K +798 +9%
Wells Fargo
45
Wells Fargo
California
$223K -$628K -24,716 -74%
BCI
46
Brinker Capital Investments
Pennsylvania
$218K +$30.7K +1,216 +16%
MAM
47
Marquette Asset Management
Minnesota
$207K +$207K +8,166 New
Mariner
48
Mariner
Kansas
$205K +$205K +8,116 New
SA
49
SRH Advisors
Kansas
$143K +$143K +5,640 New
MAS
50
Madden Advisory Services
Florida
$75K – – –
1
2
3