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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 Holding Trade Value Shares
Change 		Shares
Change %
ACM
51
Advisors Capital Management
New Jersey
$1.56M +$127K +5,004 +9%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$1.55M +$1.2M +47,108 +339%
SFA
53
Sequoia Financial Advisors
Ohio
$1.55M -$205K -8,086 -12%
Bank of America
54
Bank of America
North Carolina
$1.45M +$930K +36,608 +178%
Jane Street
55
Jane Street
New York
$1.4M -$151K -5,954 -10%
CWM
56
Cabot Wealth Management
Massachusetts
$1.36M +$111K +4,386 +9%
Morgan Stanley
57
Morgan Stanley
New York
$1.36M +$877K +34,524 +182%
TH
58
TMFS Holdings
Kansas
$1.27M +$1.27M +54,000 New
SWA
59
SFMG Wealth Advisors
Texas
$1.23M -$169K -6,674 -12%
Wells Fargo
60
Wells Fargo
California
$1.21M -$976K -38,448 -45%
TCM
61
Twele Capital Management
Minnesota
$1.07M +$103K +4,066 +11%
OIA
62
Optimum Investment Advisors
Illinois
$920K -$20.1K -790 -2%
MA
63
MCF Advisors
Kentucky
$903K +$11.1K +436 +1%
UCFA
64
United Capital Financial Advisors
Texas
$901K -$553K -21,794 -38%
MA
65
MUFG Americas
New York
$850K – – –
FA
66
FDx Advisors
Illinois
$844K +$151K +5,984 +22%
SGAM
67
Steinberg Global Asset Management
Florida
$764K -$3K -118 -0.4%
LPL Financial
68
LPL Financial
California
$715K +$180K +7,102 +34%
Charles Schwab
69
Charles Schwab
California
$713K +$713K +28,056 New
Koshinski Asset Management
70
Koshinski Asset Management
Illinois
$703K +$100K +3,954 +17%
IFS
71
Ifrah Financial Services
Arkansas
$674K +$44.3K +1,744 +7%
VNA
72
Valley National Advisers
Pennsylvania
$663K -$82.8K -3,262 -11%
CS
73
Comerica Securities
Michigan
$639K – – –
AIA
74
Allegis Investment Advisors
Idaho
$628K +$5.33K +210 +0.9%
CA
75
Cambridge Advisors
Nebraska
$624K +$51 +2 +0%
1 2
3
4 5