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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

123 hedge funds and large institutions have $343M invested in Schwab Short-Term US Treasury ETF in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 8 closing their positions.

Holders
123
Holders Change
+12
Holders Change %
+10.81%
% of All Funds
3.29%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
22
Increased
47
Reduced
42
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$31.1M
2
FWM
2
Frontier Wealth Management
Missouri
$10.3M
3
KLC
3
Knowledge Leaders Capital
Colorado
$4.04M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.71M
5
BFPW
5
BOK Financial Private Wealth
Colorado
$2.09M

Top Sellers

1
SWA
1
SFMG Wealth Advisors
Texas
$1.41M
2
QCMNJ
2
Quantum Capital Management (New Jersey)
New Jersey
$21M
3
Wells Fargo
3
Wells Fargo
California
$2.19M
4
JWS
4
Juncture Wealth Strategies
Arizona
$6.85M
5
GC
5
Grimes & Company
Massachusetts
$2.35M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
76
Koshinski Asset Management
Illinois
$605K 23,736 -284 -1%
VKH
77
Virtu KCG Holdings
New York
$593K 23,288 -80,688 -78%
PAG
78
Private Advisor Group
New Jersey
$568K 22,298 +1,736 +8%
RCA
79
Rowland Carmichael Advisors
Arizona
$560K 21,968 +4,710 +27%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$546K 21,456 +11,172 +109%
LPL Financial
81
LPL Financial
California
$538K 21,108 -15,672 -43%
Bank of America
82
Bank of America
North Carolina
$525K 20,600 +3,378 +20%
Morgan Stanley
83
Morgan Stanley
New York
$483K 18,974 +4,382 +30%
PWM
84
Perigon Wealth Management
California
$457K 17,924 -1,590 -8%
HSA
85
HBK Sorce Advisory
Pennsylvania
$421K 16,530 -6,000 -27%
FC
86
Financial Consulate
Maryland
$414K 16,250 -1,222 -7%
IAA
87
Ironsides Asset Advisors
North Carolina
$357K 14,000 +14,000 New
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$354K 13,892 -69,312 -83%
FF
89
Friedenthal Financial
New Jersey
$334K 13,112 +13,112 New
WAM
90
Wealthspire Advisors (Maryland)
Maryland
$311K 12,204 +4,454 +57%
AFP
91
Ausdal Financial Partners
Iowa
$291K 11,406 +11,406 New
VFS
92
VSR Financial Services
Kansas
$273K 10,716 -5,056 -32%
SGCA
93
Steel Grove Capital Advisors
Tennessee
$264K 10,356 +500 +5%
Citigroup
94
Citigroup
New York
$255K 10,000 – –
ACM
95
Argentus Capital Management
Texas
$243K 9,534 -96 -1%
AFWA
96
Ancora Family Wealth Advisors
Ohio
$229K 9,000 +9,000 New
SA
97
SRH Advisors
Kansas
$227K 8,910 +220 +3%
PAG
98
Pinnacle Advisory Group
Maryland
$226K 8,870 -154 -2%
EWA
99
EP Wealth Advisors
California
$224K 8,786 +8,786 New
APCM
100
Alaska Permanent Capital Management
Alaska
$201K 7,900 +7,900 New
2 3
4
5 6