FBT
SCHR

Founders Bank & Trust’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Founders Bank & Trust’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-334
Closed -$9K – 386
2013
Q4 		$9K Buy
+334
New +$8.8K 0.01% 316

Other funds holding SCHR

PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $994M AUM 14.8% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Founders Bank & Trust's SCHR Position: Q1 2014 in Review

Founders Bank & Trust sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2014, closing a stake of 334 shares — an estimated $9K sold.

Founders Bank & Trust first reported a position in SCHR in Q4 2013 and held it in 1 quarter. The position peaked at $9K in Q4 2013. 32 funds tracked by Wall St. Rank hold SCHR as of Q1 2014.

  • Founders Bank & Trust reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2014 after selling out during the quarter.
  • Founders Bank & Trust sold 334 Schwab Intermediately-Term US Treasury ETF shares in Q1 2014, an estimated $9K.
  • Founders Bank & Trust first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2013 and held it in 1 quarter.
  • Founders Bank & Trust's Schwab Intermediately-Term US Treasury ETF position peaked at $9K in Q4 2013.
  • 32 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2014.

Based on Founders Bank & Trust's 13F filing for Q1 2014, filed 17 Apr 2014.