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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

111 hedge funds and large institutions have $346M invested in Schwab Short-Term US Treasury ETF in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 27 reducing their positions, and 11 closing their positions.

Holders
111
Holders Change
+10
Holders Change %
+9.9%
% of All Funds
2.96%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.43%
New
21
Increased
42
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
SFMG Wealth Advisors
Texas
$19.1M
2
PTCG
2
Pring Turner Capital Group
California
$6.98M
3
REMPR
3
Roof Eidam Maycock Peralta (REMP)
California
$17.2M
4
VKH
4
Virtu KCG Holdings
New York
$2.64M
5
PAM
5
Peak Asset Management
Colorado
$2.27M

Top Sellers

1
LIM
1
Leavell Investment Management
Alabama
$16M
2
TCM
2
Twele Capital Management
Minnesota
$905K
3
Morgan Stanley
3
Morgan Stanley
New York
$371K
4
FWM
4
Frontier Wealth Management
Missouri
$5.71M
5
CA
5
Callahan Advisors
Texas
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
26
FormulaFolio Investments
Michigan
$2.71M -$2.21M -87,056 -45%
VKH
27
Virtu KCG Holdings
New York
$2.64M +$2.36M +92,932 +841%
MFT
28
Moisand Fitzgerald Tamayo
Florida
$2.62M +$379K +14,906 +17%
UBS Group
29
UBS Group
Switzerland
$2.61M +$342K +13,484 +15%
SG Americas Securities
30
SG Americas Securities
New York
$2.54M – – –
BRWA
31
B. Riley Wealth Advisors
Florida
$2.5M -$515K -22,342 -17%
DWM
32
Destination Wealth Management
California
$2.5M – – –
SCA
33
STALEY CAPITAL ADVISERS
Pennsylvania
$2.46M – – –
RWM
34
Rench Wealth Management
Texas
$2.29M +$509K +20,030 +29%
PAM
35
Peak Asset Management
Colorado
$2.27M +$2.27M +89,186 New
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$2.11M +$326K +12,840 +18%
Ameriprise
37
Ameriprise
Minnesota
$2.08M +$1.32M +51,884 +174%
AWM
38
Avior Wealth Management
Nebraska
$2.03M +$1.81M +71,110 +806%
FANJ
39
Financial Architects (New Jersey)
New Jersey
$1.9M +$594K +23,378 +45%
IF
40
Ironwood Financial
Arizona
$1.86M +$1.86M +73,360 New
CCM
41
Carlson Capital Management
Minnesota
$1.83M -$240K -9,458 -12%
UCFA
42
United Capital Financial Advisors
Texas
$1.77M -$655K -25,780 -27%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$1.69M +$159K +6,274 +10%
LWAC
44
Laurel Wealth Advisors (California)
California
$1.67M -$111K -4,364 -6%
CWM
45
Confluence Wealth Management
Oregon
$1.66M +$59.2K +2,330 +4%
PMG
46
ProVise Management Group
Florida
$1.48M +$1.48M +58,368 New
SAMC
47
Spectrum Asset Management (California)
California
$1.46M +$1.46M +57,530 New
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$1.35M -$729K -28,714 -35%
ACM
49
Advisors Capital Management
New Jersey
$1.33M +$1.33M +52,382 New
Mariner
50
Mariner
Kansas
$1.23M +$799K +31,456 +186%
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