Q3 2014 13F Holders as of 30 Sep 2014
-
Type / Class
-
Equity / SHT TM US TRES
-
Number of holders
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46
-
Total 13F shares, excl. options
-
2,780,441
-
Shares change
-
+143,398
-
Total reported value, excl. options
-
$140,625,259
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Value change
-
+$7,249,936
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Number of buys
-
25
-
Number of sells
-
-18
-
Price
-
$50.57
Significant Holders of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) as of Q3 2014
50 filings reported holding SCHO - SCHWAB STRATEGIC TR - SHT TM US TRES as of Q3 2014.
SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) has 46 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,780,441 shares
.
Largest 10 shareholders include Quantum Capital Management, LLC / NJ (822,733 shares), Eagle Capital Management, LLC (433,267 shares), MORGAN STANLEY (163,447 shares), Rench Wealth Management, Inc. (134,991 shares), Carlton Hofferkamp & Jenks Wealth Management, LLC (125,925 shares), UBS AG (110,066 shares), Twele Capital Management, Inc. (102,360 shares), Courage Miller Partners, LLC (92,694 shares), RAYMOND JAMES & ASSOCIATES (88,189 shares), and Retirement Planning Group (84,053 shares).
This table shows the top 46 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.