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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 %
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$584K 23,002 -11,300 -33%
PAG
77
Private Advisor Group
New Jersey
$565K 22,298 – –
CA
78
Capital Advantage
California
$563K 22,176 -9,982 -31%
MHS
79
M Holdings Securities
Oregon
$556K 21,878 -2,360 -10%
RCA
80
Rowland Carmichael Advisors
Arizona
$546K 21,518 -450 -2%
DW
81
Domani Wealth
Pennsylvania
$496K 19,536 -4,554 -19%
PWM
82
Perigon Wealth Management
California
$473K 18,616 +692 +4%
FC
83
Financial Consulate
Maryland
$435K 17,146 +896 +6%
ASN
84
Advisory Services Network
Georgia
$431K 16,988 +16,736 +6,641%
VKH
85
Virtu KCG Holdings
New York
$405K 15,958 -7,330 -31%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$401K 15,780 -129,866 -89%
IAA
87
Ironsides Asset Advisors
North Carolina
$356K 14,000 – –
TSS
88
Two Sigma Securities
New York
$352K 13,852 +13,852 New
FF
89
Friedenthal Financial
New Jersey
$339K 13,354 +242 +2%
EWA
90
EP Wealth Advisors
California
$334K 13,158 +4,372 +50%
AFP
91
Ausdal Financial Partners
Iowa
$293K 11,524 +118 +1%
FTS
92
Fifth Third Securities
Ohio
$292K 11,510 +11,510 New
WAM
93
Wealthspire Advisors (Maryland)
Maryland
$273K 10,752 -1,452 -12%
SGCA
94
Steel Grove Capital Advisors
Tennessee
$265K 10,434 +78 +0.8%
Citigroup
95
Citigroup
New York
$254K 10,000 – –
SA
96
SRH Advisors
Kansas
$249K 9,790 +880 +10%
WA
97
Wealth Architects
California
$236K 9,322 +9,322 New
HSA
98
HBK Sorce Advisory
Pennsylvania
$217K 8,530 -8,000 -48%
RPA
99
Rock Point Advisors
Vermont
$203K 8,006 +8,006 New
APCM
100
Alaska Permanent Capital Management
Alaska
$200K 7,900 – –
2 3
4
5 6