Q2 2014 13F Holders as of 30 Jun 2014
-
Type / Class
-
Equity / SHT TM US TRES
-
Number of holders
-
39
-
Total 13F shares, excl. options
-
2,636,814
-
Shares change
-
+298,609
-
Total reported value, excl. options
-
$133,473,555
-
Value change
-
+$15,173,512
-
Number of buys
-
21
-
Number of sells
-
-23
-
Price
-
$50.62
Significant Holders of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) as of Q2 2014
49 filings reported holding SCHO - SCHWAB STRATEGIC TR - SHT TM US TRES as of Q2 2014.
SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) has 39 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,636,814 shares
.
Largest 10 shareholders include Quantum Capital Management, LLC / NJ (826,145 shares), Eagle Capital Management, LLC (438,847 shares), Destination Wealth Management (166,890 shares), Rench Wealth Management, Inc. (145,197 shares), Carlton Hofferkamp & Jenks Wealth Management, LLC (120,600 shares), UBS AG (106,465 shares), Twele Capital Management, Inc. (102,005 shares), Courage Miller Partners, LLC (88,812 shares), Retirement Planning Group (79,387 shares), and Confluence Wealth Management LLC (77,989 shares).
This table shows the top 39 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.