Q3 2016 13F Holders as of 30 Sep 2016
-
Type / Class
-
Equity / SHT TM US TRES
-
Number of holders
-
123
-
Total 13F shares, excl. options
-
6,981,766
-
Shares change
-
+303,379
-
Total reported value, excl. options
-
$354,470,272
-
Value change
-
+$15,589,089
-
Number of buys
-
70
-
Number of sells
-
-47
-
Price
-
$50.79
Significant Holders of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) as of Q3 2016
132 filings reported holding SCHO - SCHWAB STRATEGIC TR - SHT TM US TRES as of Q3 2016.
SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) has 123 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,981,766 shares
.
Largest 10 shareholders include BESSEMER GROUP INC (610,000 shares), Kernodle & Katon Asset Management Group, LLC (459,547 shares), Quantum Capital Management, LLC / NJ (409,688 shares), MinichMacGregor Wealth Management, LLC (395,885 shares), LVW Advisors, LLC (326,325 shares), LEAVELL INVESTMENT MANAGEMENT, INC. (227,934 shares), ROOF EIDAM & MAYCOCK/ADV (214,030 shares), Callahan Advisors, LLC (206,011 shares), Corrigan Financial, Inc. (195,531 shares), and Smart Portfolios, LLC (194,029 shares).
This table shows the top 123 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.