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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

70 hedge funds and large institutions have $211M invested in Schwab Short-Term US Treasury ETF in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
1.89%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
9
Increased
35
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$22M
2
FWM
2
Frontier Wealth Management
Missouri
$14.3M
3
Bessemer Group
3
Bessemer Group
New Jersey
$5.58M
4
LIM
4
Leavell Investment Management
Alabama
$5.35M
5
Wells Fargo
5
Wells Fargo
California
$4.84M

Top Sellers

1
ECML
1
Eagle Capital Management (Louisiana)
Louisiana
$15M
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
CA
3
Capital Advantage
California
$2.58M
4
RWM
4
Rench Wealth Management
Texas
$2.93M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$540K
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
26
STALEY CAPITAL ADVISERS
Pennsylvania
$2.44M 96,400 – –
CCM
27
Carlson Capital Management
Minnesota
$2.43M 95,652 +7,838 +9%
FI
28
FormulaFolio Investments
Michigan
$1.54M 60,846 +50,304 +477%
Jane Street
29
Jane Street
New York
$1.17M 46,192 -27,786 -38%
LYV
30
Live Your Vision
Pennsylvania
$1.07M 42,204 -16,440 -28%
SFA
31
Sequoia Financial Advisors
Ohio
$937K 36,944 +36,944 New
VNA
32
Valley National Advisers
Pennsylvania
$927K 36,548 -10,280 -22%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$897K 35,380 -21,418 -38%
BCI
34
Brinker Capital Investments
Pennsylvania
$815K 32,140 +24,238 +307%
CWM
35
Cabot Wealth Management
Massachusetts
$715K 28,208 +1,080 +4%
SAM
36
Summit Asset Management
Tennessee
$701K 27,630 +3,900 +16%
PWM
37
Perigon Wealth Management
California
$701K 27,638 +10,968 +66%
CWM
38
Confluence Wealth Management
Oregon
$672K 26,514 +26,514 New
AWM
39
AllSquare Wealth Management
New York
$652K 25,712 – –
IFS
40
Ifrah Financial Services
Arkansas
$647K 25,534 -1,652 -6%
EAM
41
Evanson Asset Management
California
$582K 22,946 +22,946 New
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$540K 21,284 -32,698 -61%
SGAM
43
Steinberg Global Asset Management
Florida
$515K 20,286 -580 -3%
REMPR
44
Roof Eidam Maycock Peralta (REMP)
California
$513K 20,240 – –
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
$469K 18,508 +1,994 +12%
FC
46
Financial Consulate
Maryland
$459K 18,086 -4,888 -21%
VFS
47
VSR Financial Services
Kansas
$363K 14,306 +14,306 New
Mariner
48
Mariner
Kansas
$337K 13,278 +272 +2%
LA
49
LVW Advisors
New York
$323K 12,724 +116 +0.9%
FANJ
50
Financial Architects (New Jersey)
New Jersey
$311K 12,280 +11,822 +2,581%
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