Q4 2016 13F Holders as of 31 Dec 2016
-
Type / Class
-
Equity / SHT TM US TRES
-
Number of holders
-
136
-
Total 13F shares, excl. options
-
9,016,536
-
Shares change
-
+2,029,409
-
Total reported value, excl. options
-
$454,551,247
-
Value change
-
+$102,014,006
-
Number of buys
-
83
-
Number of sells
-
-50
-
Price
-
$50.42
Significant Holders of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) as of Q4 2016
153 filings reported holding SCHO - SCHWAB STRATEGIC TR - SHT TM US TRES as of Q4 2016.
SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) has 136 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9,016,536 shares
.
Largest 10 shareholders include LEAVELL INVESTMENT MANAGEMENT, INC. (1,041,556 shares), IndexIQ Advisors LLC (780,100 shares), Kernodle & Katon Asset Management Group, LLC (507,881 shares), Quantum Capital Management, LLC / NJ (413,713 shares), MinichMacGregor Wealth Management, LLC (393,366 shares), FINANCIAL CONSULATE, INC (375,391 shares), LVW Advisors, LLC (314,964 shares), Retirement Planning Group (228,263 shares), ROOF EIDAM & MAYCOCK/ADV (223,920 shares), and Corrigan Financial, Inc. (201,291 shares).
This table shows the top 136 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.