Q4 2014 13F Holders as of 31 Dec 2014
-
Type / Class
-
Equity / SHT TM US TRES
-
Number of holders
-
61
-
Total 13F shares, excl. options
-
4,077,353
-
Shares change
-
+432,886
-
Total reported value, excl. options
-
$206,242,841
-
Value change
-
+$21,858,760
-
Number of buys
-
33
-
Number of sells
-
-18
-
Price
-
$50.58
Significant Holders of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) as of Q4 2014
66 filings reported holding SCHO - SCHWAB STRATEGIC TR - SHT TM US TRES as of Q4 2014.
SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) has 61 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,077,353 shares
.
Largest 10 shareholders include Quantum Capital Management, LLC / NJ (664,106 shares), Eagle Capital Management, LLC (466,936 shares), JUNCTURE WEALTH STRATEGIES, LLC (397,024 shares), Frontier Wealth Management LLC (282,572 shares), Destination Wealth Management (274,904 shares), Capital Advantage, Inc. (219,616 shares), GOLDMAN SACHS GROUP INC (196,789 shares), Bangor Savings Bank (139,751 shares), Carlton Hofferkamp & Jenks Wealth Management, LLC (132,775 shares), and Ironwood Wealth Management, llc (130,097 shares).
This table shows the top 61 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.