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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.

New
Increased
Maintained
Reduced
Closed
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 %
GC
126
Grimes & Company
Massachusetts
– -$2.35M -92,314 Closed
CCWA
127
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$1.88M -73,886 Closed
FI
128
FormulaFolio Investments
Michigan
– -$634K -24,880 Closed
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
– -$546K -21,456 Closed
AFWA
130
Ancora Family Wealth Advisors
Ohio
– -$229K -9,000 Closed
Manulife (Manufacturers Life Insurance)
131
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$65K -2,564 Closed
FNBT
132
FineMark National Bank & Trust
Florida
– -$26K -1,002 Closed
2 3 4 5
6