Q2 2015 13F Holders as of 30 Jun 2015
-
Type / Class
-
Equity / SHT TM US TRES
-
Number of holders
-
68
-
Total 13F shares, excl. options
-
4,170,080
-
Shares change
-
+579,811
-
Total reported value, excl. options
-
$211,455,891
-
Value change
-
+$29,395,338
-
Number of buys
-
43
-
Number of sells
-
-20
-
Price
-
$50.71
Significant Holders of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) as of Q2 2015
71 filings reported holding SCHO - SCHWAB STRATEGIC TR - SHT TM US TRES as of Q2 2015.
SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) has 68 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,170,080 shares
.
Largest 10 shareholders include Quantum Capital Management, LLC / NJ (661,299 shares), MORGAN STANLEY (432,869 shares), Eagle Capital Management, LLC (296,494 shares), Frontier Wealth Management LLC (281,051 shares), JUNCTURE WEALTH STRATEGIES, LLC (215,572 shares), Bangor Savings Bank (165,334 shares), Callahan Advisors, LLC (160,214 shares), Carlton Hofferkamp & Jenks Wealth Management, LLC (138,307 shares), Retirement Planning Group (112,182 shares), and BESSEMER GROUP INC (110,000 shares).
This table shows the top 68 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.