Q3 2017 13F Holders as of 30 Sep 2017
-
Type / Class
-
Equity / SHT TM US TRES
-
Number of holders
-
167
-
Total 13F shares, excl. options
-
16,020,891
-
Shares change
-
+3,954,615
-
Total reported value, excl. options
-
$807,414,818
-
Value change
-
+$199,313,940
-
Number of buys
-
100
-
Number of sells
-
-62
-
Price
-
$50.40
Significant Holders of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) as of Q3 2017
182 filings reported holding SCHO - SCHWAB STRATEGIC TR - SHT TM US TRES as of Q3 2017.
SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) has 167 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 16,020,891 shares
.
Largest 10 shareholders include SEI INVESTMENTS CO (2,689,769 shares), IndexIQ Advisors LLC (2,401,475 shares), FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD (770,449 shares), BANK OF AMERICA CORP /DE/ (602,867 shares), SFMG, LLC (540,409 shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (467,231 shares), MinichMacGregor Wealth Management, LLC (405,160 shares), Financial Engines Advisors L.L.C. (395,340 shares), Quantum Capital Management, LLC / NJ (377,928 shares), and LEAVELL INVESTMENT MANAGEMENT, INC. (332,009 shares).
This table shows the top 167 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.