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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

32 hedge funds and large institutions have $171M invested in Schwab Intermediately-Term US Treasury ETF in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 5 closing their positions.

Holders
32
Holders Change
+7
Holders Change %
+28%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
12
Increased
14
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Pinnacle Advisory Group
Maryland
$81.2M
2
CSIA
2
Charles Schwab Investment Advisory
California
$57.2M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.42M
4
Charles Schwab
4
Charles Schwab
California
$13.6M
5
BCM
5
Bluefin Capital Management
New York
$2.1M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
UCFA
2
United Capital Financial Advisors
Texas
$0
3
VCP
3
Vista Capital Partners
Oregon
$1.78M
4
CDIA
4
Capital Directions Investment Advisors
Georgia
$13K
5
MAS
5
Madden Advisory Services
Florida
$38K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
26
American International Group
New York
$24.2K +$24.2K +920 New
BBPWM
27
Blue Bell Private Wealth Management
Pennsylvania
$19K +$1.13K +44 +6%
CDIA
28
Capital Directions Investment Advisors
Georgia
$13K -$50.9K -1,980 -80%
DADC
29
D.A. Davidson & Co
Montana
$5K +$5K +228 New
Ameriprise
30
Ameriprise
Minnesota
$3K +$3K +124 New
VIA
31
Vantage Investment Advisors
Pennsylvania
$1K – – –
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
– -$1.18M -45,382 Closed
UCFA
33
United Capital Financial Advisors
Texas
– -$526K -20,194 Closed
FBT
34
Founders Bank & Trust
Michigan
– -$9K -334 Closed
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
– -$5K -188 Closed
1
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