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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

40 hedge funds and large institutions have $133M invested in Schwab Short-Term US Treasury ETF in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 11 closing their positions.

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
1.15%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
9
Increased
14
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QCMNJ
1
Quantum Capital Management (New Jersey)
New Jersey
$41.8M
2
U
2
UBS
Switzerland
$5.39M
3
DS
3
DRW Securities
Illinois
$1.5M
4
RWM
4
Rench Wealth Management
Texas
$7.35M
5
MWM
5
Merriman Wealth Management
Washington
$711K

Top Sellers

1
BFG
1
Bouchey Financial Group
New York
$0
2
RJA
2
Raymond James & Associates
Florida
$0
3
UCFA
3
United Capital Financial Advisors
Texas
$0
4
PMG
4
ProVise Management Group
Florida
$0
5
OIA
5
Optimum Investment Advisors
Illinois
$337K
Name Market Value Shares Shares
Change 		Shares
Change %
KCPG
51
Kavar Capital Partners Group
Kansas
– – -50 Closed
1 2
3