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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

85 hedge funds and large institutions have $287M invested in Schwab Short-Term US Treasury ETF in 2015 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 4 closing their positions.

Holders
85
Holders Change
+15
Holders Change %
+21.43%
% of All Funds
2.38%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.31%
New
19
Increased
29
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LIM
1
Leavell Investment Management
Alabama
$49.3M
2
SWA
2
SFMG Wealth Advisors
Texas
$22.4M
3
Jane Street
3
Jane Street
New York
$8.27M
4
GC
4
Grimes & Company
Massachusetts
$7.04M
5
PMG
5
ProVise Management Group
Florida
$6.46M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$447K
2
FWM
2
Frontier Wealth Management
Missouri
$4.39M
3
Bank of America
3
Bank of America
North Carolina
$843K
4
ECML
4
Eagle Capital Management (Louisiana)
Louisiana
$12.5M
5
UBS Group
5
UBS Group
Switzerland
$2.42M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$2.88M 113,416 +92,132 +433%
IF
27
Ironwood Financial
Arizona
$2.84M 111,922 -11,472 -9%
RWM
28
Rench Wealth Management
Texas
$2.67M 105,120 -10,412 -9%
SCA
29
STALEY CAPITAL ADVISERS
Pennsylvania
$2.45M 96,400 – –
UBS Group
30
UBS Group
Switzerland
$2.42M 95,208 -69,704 -42%
CCM
31
Carlson Capital Management
Minnesota
$2.14M 84,090 -11,562 -12%
CWM
32
Concert Wealth Management
California
$1.83M 71,968 +71,968 New
LA
33
LVW Advisors
New York
$1.8M 70,942 +58,218 +458%
EAM
34
Evanson Asset Management
California
$1.63M 64,074 +41,128 +179%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$1.56M 61,212 +61,212 New
CA
36
Capital Advantage
California
$1.27M 49,878 -51,780 -51%
MWM
37
Merriman Wealth Management
Washington
$1.26M 49,484 +49,484 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$1.11M 43,644 +8,264 +23%
LYV
39
Live Your Vision
Pennsylvania
$1.07M 42,244 +40 +0.1%
VNA
40
Valley National Advisers
Pennsylvania
$896K 35,276 -1,272 -3%
Bank of America
41
Bank of America
North Carolina
$843K 33,178 -127,288 -79%
CWM
42
Confluence Wealth Management
Oregon
$823K 32,418 +5,904 +22%
Citadel Advisors
43
Citadel Advisors
Florida
$822K 32,352 +32,352 New
PWM
44
Perigon Wealth Management
California
$782K 30,784 +3,146 +11%
CWM
45
Cabot Wealth Management
Massachusetts
$770K 30,318 +2,110 +7%
SAM
46
Summit Asset Management
Tennessee
$702K 27,630 – –
MHS
47
M Holdings Securities
Oregon
$662K 26,068 +26,068 New
AWM
48
AllSquare Wealth Management
New York
$653K 25,712 – –
FAAS
49
First Allied Advisory Services
California
$645K 25,292 +25,292 New
IFS
50
Ifrah Financial Services
Arkansas
$642K 25,260 -274 -1%
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