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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

38 hedge funds and large institutions have $89.8M invested in Schwab Short-Term US Treasury ETF in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
38
Holders Change
+7
Holders Change %
+22.58%
% of All Funds
1.23%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
12
Increased
12
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QCMNJ
1
Quantum Capital Management (New Jersey)
New Jersey
$26.6M
2
PFG
2
Piershale Financial Group
Illinois
$9.12M
3
DWM
3
Destination Wealth Management
California
$6.18M
4
CCM
4
Chinook Capital Management
Oregon
$3.66M
5
PMG
5
ProVise Management Group
Florida
$3.42M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
CP
3
Corbenic Partners
Pennsylvania
$0
4
CA
4
Callahan Advisors
Texas
$3.62M
5
VFS
5
VSR Financial Services
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
QCMNJ
1
Quantum Capital Management (New Jersey)
New Jersey
$26.6M 526,619 +526,619 New
PFG
2
Piershale Financial Group
Illinois
$9.12M 180,426 +174,673 +3,036%
DWM
3
Destination Wealth Management
California
$6.18M 122,246 +122,246 New
RJA
4
Raymond James & Associates
Florida
$5.7M 112,758 -922 -0.8%
CMP
5
Courage Miller Partners
Virginia
$4.66M 92,114 -3,089 -3%
CHJWM
6
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.43M 87,750 +16,960 +24%
TCM
7
Twele Capital Management
Minnesota
$4.18M 82,700 -80 -0.1%
CCM
8
Chinook Capital Management
Oregon
$3.66M 72,399 +72,399 New
CA
9
Callahan Advisors
Texas
$3.62M 71,595 -8,900 -11%
PMG
10
ProVise Management Group
Florida
$3.42M 67,615 +67,615 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.61M 51,670 +36,650 +244%
SCA
12
STALEY CAPITAL ADVISERS
Pennsylvania
$2.2M 43,600 +700 +2%
U
13
UBS
Switzerland
$1.68M 33,287 +30,850 +1,266%
CCM
14
Carlson Capital Management
Minnesota
$1.36M 26,973 +9,986 +59%
OIA
15
Optimum Investment Advisors
Illinois
$1.35M 26,750 +26,750 New
LYV
16
Live Your Vision
Pennsylvania
$1.19M 23,505 +2,373 +11%
CS
17
Credit Suisse
Switzerland
$1.02M 20,152 -4,349 -18%
Wells Fargo
18
Wells Fargo
California
$938K 18,571 +2,878 +18%
BSW
19
Buckingham Strategic Wealth
Missouri
$785K 15,526 +6,341 +69%
IFS
20
Ifrah Financial Services
Arkansas
$771K 15,263 -831 -5%
VKH
21
Virtu KCG Holdings
New York
$601K 11,888 +11,888 New
SAM
22
Summit Asset Management
Tennessee
$600K 11,865 – –
DS
23
DRW Securities
Illinois
$572K 11,304 -400 -3%
BMM
24
Buffington Mohr McNeal
Idaho
$402K 7,945 +445 +6%
Bank of America
25
Bank of America
North Carolina
$374K 7,409 +7,409 New
1
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