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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bessemer Group
1
Bessemer Group
New Jersey
$31M 610,000 – –
KKAMG
2
Kernodle & Katon Asset Management Group
Arkansas
$23.3M 459,547 -3,997 -0.9%
QCMNJ
3
Quantum Capital Management (New Jersey)
New Jersey
$20.8M 409,688 -3,091 -0.7%
MWM
4
MinichMacGregor Wealth Management
New York
$20.1M 395,885 -3,844 -1%
LA
5
LVW Advisors
New York
$16.6M 326,325 +145,443 +80%
LIM
6
Leavell Investment Management
Alabama
$11.6M 227,934 -6,585 -3%
REMPR
7
Roof Eidam Maycock Peralta (REMP)
California
$10.9M 214,030 -74,792 -26%
CA
8
Callahan Advisors
Texas
$10.5M 206,011 -28,088 -12%
CF
9
Corrigan Financial
Rhode Island
$9.93M 195,531 -983 -0.5%
SPL
10
Smart Portfolios LLC
Washington
$9.86M 194,029 +194,029 New
BSB
11
Bangor Savings Bank
Maine
$8.99M 176,925 +5,517 +3%
ECML
12
Eagle Capital Management (Louisiana)
Louisiana
$8.81M 173,363 -73,596 -30%
EWM
13
Evermay Wealth Management
Virginia
$8.71M 171,484 +9,365 +6%
FWM
14
Frontier Wealth Management
Missouri
$7.84M 154,313 -47,944 -24%
BSW
15
Buckingham Strategic Wealth
Missouri
$7.62M 150,013 +25,795 +21%
JWS
16
Juncture Wealth Strategies
Arizona
$7.39M 145,449 +10,997 +8%
CHJWM
17
Carlton Hofferkamp & Jenks Wealth Management
Texas
$7.01M 138,086 +1,876 +1%
PTCG
18
Pring Turner Capital Group
California
$6.87M 135,249 -1,401 -1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$6.41M 126,171 -15,232 -11%
RPGK
20
Retirement Planning Group (Kansas)
Kansas
$6.31M 124,186 +8,646 +7%
RWM
21
Rench Wealth Management
Texas
$5.41M 106,487 +50,463 +90%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$4.83M 95,345 +95,345 New
BCI
23
Brinker Capital Investments
Pennsylvania
$4.27M 83,982 -1,040 -1%
CMP
24
Courage Miller Partners
Virginia
$4.23M 83,298 +50 +0.1%
MWM
25
Merriman Wealth Management
Washington
$4.03M 79,389 +51,442 +184%
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