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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

66 hedge funds and large institutions have $183M invested in Schwab Short-Term US Treasury ETF in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.76%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.16%
New
10
Increased
22
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.98M
2
EWM
2
Evermay Wealth Management
Virginia
$3.17M
3
Jane Street
3
Jane Street
New York
$1.88M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.37M
5
BSB
5
Bangor Savings Bank
Maine
$8.17M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$2.77M
2
JWS
2
Juncture Wealth Strategies
Arizona
$10.8M
3
FWM
3
Frontier Wealth Management
Missouri
$6.85M
4
IF
4
Ironwood Financial
Arizona
$3.61M
5
CA
5
Capital Advantage
California
$8.21M
Name Market Value Shares Shares
Change 		Shares
Change %
QCMNJ
1
Quantum Capital Management (New Jersey)
New Jersey
$33.2M 654,991 -9,115 -1%
ECML
2
Eagle Capital Management (Louisiana)
Louisiana
$22.1M 436,415 -30,521 -7%
JWS
3
Juncture Wealth Strategies
Arizona
$10.8M 212,648 -184,376 -46%
Morgan Stanley
4
Morgan Stanley
New York
$8.98M 176,896 +176,345 +32,005%
CA
5
Capital Advantage
California
$8.21M 161,848 -57,768 -26%
BSB
6
Bangor Savings Bank
Maine
$8.17M 160,908 +21,157 +15%
Goldman Sachs
7
Goldman Sachs
New York
$7.09M 139,604 -57,185 -29%
FWM
8
Frontier Wealth Management
Missouri
$6.85M 134,921 -147,651 -52%
CHJWM
9
Carlton Hofferkamp & Jenks Wealth Management
Texas
$6.78M 133,651 +876 +0.7%
RPGK
10
Retirement Planning Group (Kansas)
Kansas
$5.45M 107,293 +13,040 +14%
CA
11
Callahan Advisors
Texas
$5.4M 106,451 +11,383 +12%
TCM
12
Twele Capital Management
Minnesota
$5.19M 102,260 -100 -0.1%
BSW
13
Buckingham Strategic Wealth
Missouri
$4.88M 96,070 +15,017 +19%
RWM
14
Rench Wealth Management
Texas
$4.72M 92,993 -16,411 -15%
CMP
15
Courage Miller Partners
Virginia
$4.61M 90,803 -4,040 -4%
IF
16
Ironwood Financial
Arizona
$3.61M 71,123 -58,974 -45%
UCFA
17
United Capital Financial Advisors
Texas
$3.31M 65,308 +5,132 +9%
EWM
18
Evermay Wealth Management
Virginia
$3.17M 62,400 +62,400 New
DWM
19
Destination Wealth Management
California
$2.77M 54,554 -220,350 -80%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.77M 54,492 +4,391 +9%
SCA
21
STALEY CAPITAL ADVISERS
Pennsylvania
$2.45M 48,200 -3,000 -6%
UBS Group
22
UBS Group
Switzerland
$2.41M 47,487 +5,465 +13%
CCM
23
Carlson Capital Management
Minnesota
$2.23M 43,907 +2,125 +5%
Jane Street
24
Jane Street
New York
$1.88M 36,989 +36,989 New
LYV
25
Live Your Vision
Pennsylvania
$1.49M 29,322 -17,135 -37%
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