Q2 2016 13F Holders as of 30 Jun 2016
-
Type / Class
-
Equity / SHT TM US TRES
-
Number of holders
-
121
-
Total 13F shares, excl. options
-
6,732,118
-
Shares change
-
-121,265
-
Total reported value, excl. options
-
$342,637,880
-
Value change
-
-$6,248,728
-
Number of buys
-
66
-
Number of sells
-
-50
-
Price
-
$50.96
Significant Holders of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) as of Q2 2016
129 filings reported holding SCHO - SCHWAB STRATEGIC TR - SHT TM US TRES as of Q2 2016.
SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) has 121 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,732,118 shares
.
Largest 10 shareholders include BESSEMER GROUP INC (610,000 shares), Kernodle & Katon Asset Management Group, LLC (463,544 shares), Quantum Capital Management, LLC / NJ (412,779 shares), MinichMacGregor Wealth Management, LLC (399,729 shares), ROOF EIDAM & MAYCOCK/ADV (288,822 shares), Eagle Capital Management, LLC (246,959 shares), LEAVELL INVESTMENT MANAGEMENT, INC. (234,519 shares), Callahan Advisors, LLC (234,099 shares), Frontier Wealth Management LLC (202,257 shares), and Corrigan Financial, Inc. (196,514 shares).
This table shows the top 121 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.