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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

25 hedge funds and large institutions have $79.4M invested in Schwab Intermediately-Term US Treasury ETF in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 9 closing their positions.

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
8
Increased
6
Reduced
8
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$11.8M
2
UCFA
2
United Capital Financial Advisors
Texas
$526K
3
IFS
3
Ifrah Financial Services
Arkansas
$303K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$231K
5
LYV
5
Live Your Vision
Pennsylvania
$1.17M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$54.1M
2
PAG
2
Pinnacle Advisory Group
Maryland
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.18M
4
BCM
4
Bluefin Capital Management
New York
$681K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
– -$2.05M -77,418 Closed
AAM
27
Autus Asset Management
Arizona
– -$503K -19,050 Closed
QCMC
28
Quantum Capital Management (California)
California
– -$243K -9,198 Closed
RIA
29
Regal Investment Advisors
Michigan
– -$190K -7,196 Closed
U
30
UBS
Switzerland
– -$83K -3,128 Closed
TF
31
Trutina Financial
Washington
– -$31K -1,190 Closed
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
– -$3K -110 Closed
1
2