Q1 2017 13F Holders as of 31 Mar 2017
-
Type / Class
-
Equity / SHT TM US TRES
-
Number of holders
-
157
-
Total 13F shares, excl. options
-
12,582,408
-
Shares change
-
+3,486,111
-
Total reported value, excl. options
-
$634,890,539
-
Value change
-
+$175,965,507
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Number of buys
-
88
-
Number of sells
-
-61
-
Price
-
$50.46
Significant Holders of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) as of Q1 2017
164 filings reported holding SCHO - SCHWAB STRATEGIC TR - SHT TM US TRES as of Q1 2017.
SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) has 157 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12,582,408 shares
.
Largest 10 shareholders include SEI INVESTMENTS CO (1,891,539 shares), IndexIQ Advisors LLC (1,052,074 shares), LEAVELL INVESTMENT MANAGEMENT, INC. (1,012,721 shares), FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD (639,957 shares), SFMG, LLC (558,243 shares), Kernodle & Katon Asset Management Group, LLC (537,977 shares), MinichMacGregor Wealth Management, LLC (397,741 shares), Quantum Capital Management, LLC / NJ (375,610 shares), LVW Advisors, LLC (274,658 shares), and BANK OF AMERICA CORP /DE/ (268,913 shares).
This table shows the top 157 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.