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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

40 hedge funds and large institutions have $133M invested in Schwab Short-Term US Treasury ETF in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 11 closing their positions.

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
1.15%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
9
Increased
14
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QCMNJ
1
Quantum Capital Management (New Jersey)
New Jersey
$41.8M
2
U
2
UBS
Switzerland
$5.39M
3
DS
3
DRW Securities
Illinois
$1.5M
4
RWM
4
Rench Wealth Management
Texas
$7.35M
5
MWM
5
Merriman Wealth Management
Washington
$711K

Top Sellers

1
BFG
1
Bouchey Financial Group
New York
$0
2
RJA
2
Raymond James & Associates
Florida
$0
3
UCFA
3
United Capital Financial Advisors
Texas
$0
4
PMG
4
ProVise Management Group
Florida
$0
5
OIA
5
Optimum Investment Advisors
Illinois
$337K
Name Market Value Shares Shares
Change 		Shares
Change %
QCMNJ
1
Quantum Capital Management (New Jersey)
New Jersey
$41.8M 826,145 +279,690 +51%
ECML
2
Eagle Capital Management (Louisiana)
Louisiana
$22.2M 438,847 +8,654 +2%
DWM
3
Destination Wealth Management
California
$8.45M 166,890 +10,177 +6%
RWM
4
Rench Wealth Management
Texas
$7.35M 145,197 +16,894 +13%
CHJWM
5
Carlton Hofferkamp & Jenks Wealth Management
Texas
$6.1M 120,600 +4,350 +4%
U
6
UBS
Switzerland
$5.39M 106,465 +73,642 +224%
TCM
7
Twele Capital Management
Minnesota
$5.16M 102,005 -350 -0.3%
CMP
8
Courage Miller Partners
Virginia
$4.5M 88,812 +6,757 +8%
RPGK
9
Retirement Planning Group (Kansas)
Kansas
$4.02M 79,387 +8,142 +11%
CWM
10
Confluence Wealth Management
Oregon
$3.95M 77,989 -259 -0.3%
CA
11
Callahan Advisors
Texas
$3.68M 72,702 +3,050 +4%
BSW
12
Buckingham Strategic Wealth
Missouri
$3.31M 65,281 -10,701 -14%
SCA
13
STALEY CAPITAL ADVISERS
Pennsylvania
$2.75M 54,300 – –
LYV
14
Live Your Vision
Pennsylvania
$2.71M 53,548 +6,338 +13%
CCM
15
Carlson Capital Management
Minnesota
$1.92M 38,003 +1,334 +4%
Wells Fargo
16
Wells Fargo
California
$1.57M 31,042 -7,053 -19%
DS
17
DRW Securities
Illinois
$1.5M 29,536 +29,536 New
CWM
18
Cabot Wealth Management
Massachusetts
$840K 16,592 +6,541 +65%
CS
19
Credit Suisse
Switzerland
$826K 16,310 -1,596 -9%
MWM
20
Merriman Wealth Management
Washington
$711K 14,078 +14,078 New
IFS
21
Ifrah Financial Services
Arkansas
$700K 13,832 -2,515 -15%
AI
22
Atria Investments
North Carolina
$653K 12,901 -951 -7%
SAM
23
Summit Asset Management
Tennessee
$601K 11,865 -116 -1%
MIAN
24
Mariner Independent Advisor Network
Kansas
$549K 10,840 +10,840 New
SGAM
25
Steinberg Global Asset Management
Florida
$393K 7,771 +7,771 New
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