Q2 2017 13F Holders as of 30 Jun 2017
-
Type / Class
-
Equity / INT-TRM U.S TRES
-
Number of holders
-
96
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Total 13F shares, excl. options
-
10,036,914
-
Shares change
-
+1,171,901
-
Total reported value, excl. options
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$541,644,022
-
Value change
-
+$63,243,807
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Number of buys
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54
-
Number of sells
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-34
-
Price
-
$53.97
Significant Holders of SCHWAB STRATEGIC TR - INT-TRM U.S TRES (SCHR) as of Q2 2017
106 filings reported holding SCHR - SCHWAB STRATEGIC TR - INT-TRM U.S TRES as of Q2 2017.
SCHWAB STRATEGIC TR - INT-TRM U.S TRES (SCHR) has 96 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10,036,914 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (6,212,725 shares), MADISON INVESTMENT HOLDINGS INC (624,045 shares), BerganKDV Wealth Management, LLC (486,927 shares), WELLS FARGO & COMPANY/MN (241,847 shares), Krilogy Financial LLC (186,298 shares), Eqis Capital Management, Inc. (162,991 shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (160,005 shares), Alliance Wealth Management Group (139,862 shares), JUNCTURE WEALTH STRATEGIES, LLC (123,929 shares), and PRING TURNER CAPITAL GROUP INC (109,125 shares).
This table shows the top 96 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.