RIA
SCHR

Regal Investment Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Regal Investment Advisors’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
2013
Q4 		– Sell
-7,196
Closed -$190K – 939
2013
Q3 		$190K Buy
7,196
+7,194
+359,700% +$189K 0.11% 168
2013
Q2 		$0 Buy
+2
New +$54 ﹤0.01% 899

Other funds holding SCHR

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
VCP
Vista Capital Partners Portland, Oregon $994M AUM 14.8% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
DSN
D. Scott Neal Lexington, Kentucky $216M AUM 33.28% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

Regal Investment Advisors's SCHR Position: Q4 2013 in Review

Regal Investment Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2013, closing a stake of 7,196 shares — an estimated $190K sold.

Regal Investment Advisors first reported a position in SCHR in Q2 2013 and held it in 2 quarters. The position peaked at $190K in Q3 2013. 25 funds tracked by Wall St. Rank hold SCHR as of Q4 2013.

  • Regal Investment Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 7,196 Schwab Intermediately-Term US Treasury ETF shares in Q4 2013, an estimated $190K.
  • Regal Investment Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $190K in Q3 2013.
  • 25 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.