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Schwab Intermediately-Term US Treasury ETF

26 hedge funds and large institutions have $207M invested in Schwab Intermediately-Term US Treasury ETF in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.84%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
6
Increased
9
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$123M 2,323,746 +2,055,187 +765%
PAG
2
Pinnacle Advisory Group
Maryland
$51.1M 967,214 +15,139 +2%
Charles Schwab
3
Charles Schwab
California
$9.12M 173,124 +74,345 +75%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$8.6M 162,807 +153,909 +1,730%
TCM
5
Twele Capital Management
Minnesota
$3.23M 61,170 -140 -0.2%
BCM
6
Bluefin Capital Management
New York
$2.8M 53,160 +53,160 New
VCP
7
Vista Capital Partners
Oregon
$2.3M 43,537 -23,432 -35%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.05M 38,709 +28,471 +278%
WA
9
Waverly Advisors
Alabama
$1.21M 22,958 -1,404 -6%
LYV
10
Live Your Vision
Pennsylvania
$980K 18,551 -322 -2%
OIA
11
Optimum Investment Advisors
Illinois
$539K 10,200 +10,200 New
AAM
12
Autus Asset Management
Arizona
$503K 9,525 +2,280 +31%
TFA
13
Transamerica Financial Advisors
Florida
$473K 8,938 +561 +7%
LPL Financial
14
LPL Financial
California
$248K 4,723 -2,396 -34%
QCMC
15
Quantum Capital Management (California)
California
$243K 4,599 -1,149 -20%
RIA
16
Regal Investment Advisors
Michigan
$190K 3,598 +3,597 +359,700%
U
17
UBS
Switzerland
$83K 1,564 +43 +3%
CDIA
18
Capital Directions Investment Advisors
Georgia
$66K 1,243
MAS
19
Madden Advisory Services
Florida
$52K 990 -215 -18%
BC
20
Bartlett & Co
Ohio
$48K 900
TF
21
Trutina Financial
Washington
$31K 595 +595 New
Bank of America
22
Bank of America
North Carolina
$4K 74 -307 -81%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$4K 79
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$3K 55 +55 New
LIM
25
Leavell Investment Management
Alabama
-30,000 Closed