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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
BWM
126
BerganKDV Wealth Management
Minnesota
– -$322K -12,686 Closed
CWM
127
Concert Wealth Management
California
– -$317K -12,404 Closed
AIG
128
American International Group
New York
– -$28K -1,110 Closed
HR
129
Howe & Rusling
New York
– -$10K -380 Closed
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
– -$2K -88 Closed
2 3 4 5
6