Q1 2014 13F Holders as of 31 Mar 2014
-
Type / Class
-
Equity / SHT TM US TRES
-
Number of holders
-
41
-
Total 13F shares, excl. options
-
2,327,365
-
Shares change
-
+248,067
-
Total reported value, excl. options
-
$117,605,000
-
Value change
-
+$12,494,425
-
Number of buys
-
24
-
Number of sells
-
-19
-
Price
-
$50.54
Significant Holders of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) as of Q1 2014
45 filings reported holding SCHO - SCHWAB STRATEGIC TR - SHT TM US TRES as of Q1 2014.
SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) has 41 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,327,365 shares
.
Largest 10 shareholders include Quantum Capital Management, LLC / NJ (546,455 shares), Eagle Capital Management, LLC (430,193 shares), Destination Wealth Management (156,713 shares), Rench Wealth Management, Inc. (128,303 shares), Carlton Hofferkamp & Jenks Wealth Management, LLC (116,250 shares), Twele Capital Management, Inc. (102,355 shares), Courage Miller Partners, LLC (82,055 shares), Confluence Wealth Management LLC (78,248 shares), Buckingham Asset Management, LLC (75,982 shares), and Retirement Planning Group (71,245 shares).
This table shows the top 41 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.