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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

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.

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

1
PAG
1
Pinnacle Advisory Group
Maryland
$50.2M
2
CSIA
2
Charles Schwab Investment Advisory
California
$14.1M
3
Charles Schwab
3
Charles Schwab
California
$5.2M
4
VCP
4
Vista Capital Partners
Oregon
$3.53M
5
TCM
5
Twele Capital Management
Minnesota
$3.23M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
1
Pinnacle Advisory Group
Maryland
$50.2M 952,075 +952,075 New
CSIA
2
Charles Schwab Investment Advisory
California
$14.1M 268,559 +268,559 New
Charles Schwab
3
Charles Schwab
California
$5.2M 98,779 +98,779 New
VCP
4
Vista Capital Partners
Oregon
$3.53M 66,969 +66,969 New
TCM
5
Twele Capital Management
Minnesota
$3.23M 61,310 +61,310 New
KCG
6
Knight Capital Group
$1.94M 36,899 +36,899 New
LIM
7
Leavell Investment Management
Alabama
$1.58M 30,000 +30,000 New
WA
8
Waverly Advisors
Alabama
$1.28M 24,362 +24,362 New
LYV
9
Live Your Vision
Pennsylvania
$988K 18,873 +18,873 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$648K 12,294 +12,294 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$539K 10,238 +10,238 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$469K 8,898 +8,898 New
TFA
13
Transamerica Financial Advisors
Florida
$442K 8,377 +8,377 New
AAM
14
Autus Asset Management
Arizona
$382K 7,245 +7,245 New
LPL Financial
15
LPL Financial
California
$375K 7,119 +7,119 New
Jane Street
16
Jane Street
New York
$344K 6,529 +6,529 New
QCMC
17
Quantum Capital Management (California)
California
$303K 5,748 +5,748 New
U
18
UBS
Switzerland
$80K 1,521 +1,521 New
CDIA
19
Capital Directions Investment Advisors
Georgia
$65K 1,243 +1,243 New
MAS
20
Madden Advisory Services
Florida
$63K 1,205 +1,205 New
BC
21
Bartlett & Co
Ohio
$47K 900 +900 New
Bank of America
22
Bank of America
North Carolina
$20K 381 +381 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$4K 79 +79 New
Wells Fargo
24
Wells Fargo
California
$0 1 +1 New
RIA
25
Regal Investment Advisors
Michigan
$0 1 +1 New