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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

101 hedge funds and large institutions have $344M invested in Schwab Short-Term US Treasury ETF in 2015 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
101
Holders Change
+16
Holders Change %
+18.82%
% of All Funds
2.65%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
25
Increased
45
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KKAMG
1
Kernodle & Katon Asset Management Group
Arkansas
$25.7M
2
MWM
2
MinichMacGregor Wealth Management
New York
$20.8M
3
REMPR
3
Roof Eidam Maycock Peralta (REMP)
California
$13.4M
4
CF
4
Corrigan Financial
Rhode Island
$10.3M
5
LA
5
LVW Advisors
New York
$6.15M

Top Sellers

1
SWA
1
SFMG Wealth Advisors
Texas
$0
2
Jane Street
2
Jane Street
New York
$520K
3
PMG
3
ProVise Management Group
Florida
$0
4
QCMNJ
4
Quantum Capital Management (New Jersey)
New Jersey
$30.1M
5
CWM
5
Concert Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LIM
1
Leavell Investment Management
Alabama
$50.6M 1,002,217 +31,017 +3%
QCMNJ
2
Quantum Capital Management (New Jersey)
New Jersey
$30.1M 596,532 -72,975 -11%
KKAMG
3
Kernodle & Katon Asset Management Group
Arkansas
$25.7M 508,633 +508,633 New
MWM
4
MinichMacGregor Wealth Management
New York
$20.8M 410,816 +410,816 New
REMPR
5
Roof Eidam Maycock Peralta (REMP)
California
$13.4M 266,285 +256,165 +2,531%
CA
6
Callahan Advisors
Texas
$12.9M 255,348 +14,286 +6%
ECML
7
Eagle Capital Management (Louisiana)
Louisiana
$12.7M 252,136 +5,653 +2%
JWS
8
Juncture Wealth Strategies
Arizona
$12.1M 239,642 +20,057 +9%
CF
9
Corrigan Financial
Rhode Island
$10.3M 204,167 +204,167 New
BSB
10
Bangor Savings Bank
Maine
$8.54M 169,271 +2,071 +1%
FWM
11
Frontier Wealth Management
Missouri
$8.44M 167,315 +80,878 +94%
Wells Fargo
12
Wells Fargo
California
$8.13M 161,228 +53,529 +50%
CHJWM
13
Carlton Hofferkamp & Jenks Wealth Management
Texas
$7.26M 143,744 +9,286 +7%
GC
14
Grimes & Company
Massachusetts
$7.25M 143,718 +5,220 +4%
EWM
15
Evermay Wealth Management
Virginia
$7.2M 142,669 +27,665 +24%
LA
16
LVW Advisors
New York
$6.15M 122,004 +86,533 +244%
TCM
17
Twele Capital Management
Minnesota
$5.8M 115,077 +3,061 +3%
RPGK
18
Retirement Planning Group (Kansas)
Kansas
$5.64M 111,748 +4,375 +4%
BSW
19
Buckingham Strategic Wealth
Missouri
$5.62M 111,352 +17,303 +18%
Bessemer Group
20
Bessemer Group
New Jersey
$5.55M 110,000 – –
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$5.07M 100,434 +27,412 +38%
FI
22
FormulaFolio Investments
Michigan
$4.89M 96,912 -18,777 -16%
CMP
23
Courage Miller Partners
Virginia
$4.5M 89,155 +2,007 +2%
BCI
24
Brinker Capital Investments
Pennsylvania
$4.4M 87,241 +1,933 +2%
Morgan Stanley
25
Morgan Stanley
New York
$4.28M 84,747 +75,953 +864%
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