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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

124 hedge funds and large institutions have $353M invested in Schwab Short-Term US Treasury ETF in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 59 increasing their positions, 38 reducing their positions, and 9 closing their positions.

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
3.31%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.48%
New
12
Increased
59
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPL
1
Smart Portfolios LLC
Washington
$9.86M
2
LA
2
LVW Advisors
New York
$16.6M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$4.83M
4
MWM
4
Merriman Wealth Management
Washington
$4.03M
5
RWM
5
Rench Wealth Management
Texas
$5.41M

Top Sellers

1
KLC
1
Knowledge Leaders Capital
Colorado
$0
2
REMPR
2
Roof Eidam Maycock Peralta (REMP)
California
$10.9M
3
ECML
3
Eagle Capital Management (Louisiana)
Louisiana
$8.81M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$401K
Name Market Value Shares Shares
Change 		Shares
Change %
MFT
26
Moisand Fitzgerald Tamayo
Florida
$3.3M 129,892 +11,012 +9%
PAM
27
Peak Asset Management
Colorado
$2.8M 110,418 -5,096 -4%
SCA
28
STALEY CAPITAL ADVISERS
Pennsylvania
$2.78M 109,300 +5,900 +6%
FANJ
29
Financial Architects (New Jersey)
New Jersey
$2.57M 101,134 +13,986 +16%
SG Americas Securities
30
SG Americas Securities
New York
$2.54M 100,000 – –
AWM
31
Avior Wealth Management
Nebraska
$2.46M 96,982 +9,140 +10%
KF
32
Krilogy Financial
Missouri
$2.44M 96,230 +40,838 +74%
Ameriprise
33
Ameriprise
Minnesota
$2.33M 91,684 +1,776 +2%
ADL
34
Asset Dedication LLC
California
$2.32M 91,316 -10,944 -11%
DI
35
Diligent Investors
California
$2.15M 84,460 +84,460 New
BFPW
36
BOK Financial Private Wealth
Colorado
$2.1M 82,796 +876 +1%
IF
37
Ironwood Financial
Arizona
$2.1M 82,822 +5,156 +7%
UBS Group
38
UBS Group
Switzerland
$2.07M 81,522 -26,220 -24%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$2.01M 79,156 -346 -0.4%
Mariner
40
Mariner
Kansas
$1.97M 77,600 +7,564 +11%
CWM
41
Confluence Wealth Management
Oregon
$1.81M 71,434 +2,802 +4%
AIM
42
Arcadia Investment Management
Michigan
$1.81M 71,216 +71,216 New
SAMC
43
Spectrum Asset Management (California)
California
$1.8M 70,812 +10,132 +17%
SAM
44
Summit Asset Management
Tennessee
$1.75M 68,988 +21,174 +44%
CIC
45
Carnegie Investment Counsel
Ohio
$1.75M 68,950 +9,920 +17%
CP
46
Corbenic Partners
Pennsylvania
$1.72M 67,788 +30,230 +80%
LWAC
47
Laurel Wealth Advisors (California)
California
$1.67M 65,600 +2,324 +4%
LYV
48
Live Your Vision
Pennsylvania
$1.66M 65,204 +37,220 +133%
CCM
49
Carlson Capital Management
Minnesota
$1.64M 64,372 -3,738 -5%
PAG
50
Pinnacle Advisory Group
Maryland
$1.6M 63,284 +54,414 +613%
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