Q4 2016 13F Holders as of 31 Dec 2016
-
Type / Class
-
Equity / INT-TRM U.S TRES
-
Number of holders
-
81
-
Total 13F shares, excl. options
-
7,763,689
-
Shares change
-
+737,725
-
Total reported value, excl. options
-
$414,207,988
-
Value change
-
+$38,567,758
-
Number of buys
-
49
-
Number of sells
-
-33
-
Price
-
$53.35
Significant Holders of SCHWAB STRATEGIC TR - INT-TRM U.S TRES (SCHR) as of Q4 2016
94 filings reported holding SCHR - SCHWAB STRATEGIC TR - INT-TRM U.S TRES as of Q4 2016.
SCHWAB STRATEGIC TR - INT-TRM U.S TRES (SCHR) has 81 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,763,689 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (4,243,704 shares), FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD (542,292 shares), BerganKDV Wealth Management, LLC (424,626 shares), SFMG, LLC (271,407 shares), WELLS FARGO & COMPANY/MN (196,276 shares), IndexIQ Advisors LLC (156,935 shares), Krilogy Financial LLC (154,608 shares), Frontier Wealth Management LLC (135,573 shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (124,241 shares), and PRING TURNER CAPITAL GROUP INC (110,755 shares).
This table shows the top 81 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.