Q3 2014 13F Holders as of 30 Sep 2014
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Type / Class
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Equity / SHT TM US TRES
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Number of holders
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46
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Total 13F shares, excl. options
-
2,780,441
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Shares change
-
+143,398
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Total reported value, excl. options
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$140,625,259
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Value change
-
+$7,249,936
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Number of buys
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25
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Number of sells
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18
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Price
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$50.57
Institutional Holders of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) as of Q3 2014
As of 30 Sep 2014 SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) had 50 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,780,441 shares of stock of the company.
Largest 10 holders included Quantum Capital Management, LLC / NJ, Eagle Capital Management, LLC, MORGAN STANLEY, Rench Wealth Management, Inc., Carlton Hofferkamp & Jenks Wealth Management, LLC, UBS AG, Twele Capital Management, Inc., Courage Miller Partners, LLC, RAYMOND JAMES & ASSOCIATES, and Retirement Planning Group.
This table shows 50 institutional shareholders of the security as of 30 Sep 2014.
| 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.