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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

25 hedge funds and large institutions have $85.8M invested in Schwab Intermediately-Term US Treasury ETF in 2013 Q2 according to their latest regulatory filings, with 25 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

74.07% more ownership

Funds ownership: 0% → 74.07% (+74%)

Holders
25
Holders Change
+25
Holders Change %
–
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
25
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1
Pinnacle Advisory Group
Maryland
$50.2M +$51.3M +1,904,150 New
CSIA
2
Charles Schwab Investment Advisory
California
$14.1M +$14.5M +537,118 New
Charles Schwab
3
Charles Schwab
California
$5.2M +$5.32M +197,558 New
VCP
4
Vista Capital Partners
Oregon
$3.53M +$3.61M +133,938 New
TCM
5
Twele Capital Management
Minnesota
$3.23M +$3.3M +122,620 New
KCG
6
Knight Capital Group
$1.94M +$1.99M +73,798 New
LIM
7
Leavell Investment Management
Alabama
$1.58M +$1.62M +60,000 New
WA
8
Waverly Advisors
Alabama
$1.28M +$1.31M +48,724 New
LYV
9
Live Your Vision
Pennsylvania
$988K +$1.02M +37,746 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$648K +$663K +24,588 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$539K +$552K +20,476 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$469K +$480K +17,796 New
TFA
13
Transamerica Financial Advisors
Florida
$442K +$451K +16,754 New
AAM
14
Autus Asset Management
Arizona
$382K +$390K +14,490 New
LPL Financial
15
LPL Financial
California
$375K +$384K +14,238 New
Jane Street
16
Jane Street
New York
$344K +$352K +13,058 New
QCMC
17
Quantum Capital Management (California)
California
$303K +$310K +11,496 New
U
18
UBS
Switzerland
$80K +$82K +3,042 New
CDIA
19
Capital Directions Investment Advisors
Georgia
$65K +$67K +2,486 New
MAS
20
Madden Advisory Services
Florida
$63K +$64.9K +2,410 New
BC
21
Bartlett & Co
Ohio
$47K +$48.5K +1,800 New
Bank of America
22
Bank of America
North Carolina
$20K +$20.5K +762 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$4K +$4.26K +158 New
RIA
24
Regal Investment Advisors
Michigan
– +$54 +2 New
Wells Fargo
25
Wells Fargo
California
– +$54 +2 New

SCHR Hedge Fund Activity: Q2 2013 in Review

25 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q2 2013, worth a combined $85.8M.

Buyers outnumbered sellers: 25 funds opened new SCHR positions and 0 closed out — a net gain of 25 holders — while 0 added to existing stakes and 0 trimmed.

  • 25 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $85.8M of Schwab Intermediately-Term US Treasury ETF stock for Q2 2013.
  • 25 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q2 2013 and 0 closed out, a net change of +25 holders.

Based on aggregated 13F filings for Q2 2013.