Q3 2018 13F Holders as of 30 Sep 2018
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Type / Class
-
Equity / SHT TM US TRES
-
Number of holders
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251
-
Total 13F shares, excl. options
-
26,255,179
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Shares change
-
+4,218,813
-
Total reported value, excl. options
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$1,301,488,541
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Value change
-
+$209,020,502
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Number of buys
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151
-
Number of sells
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-97
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Price
-
$49.57
Significant Holders of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) as of Q3 2018
272 filings reported holding SCHO - SCHWAB STRATEGIC TR - SHT TM US TRES as of Q3 2018.
SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) has 251 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 26,255,179 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (3,421,052 shares), SEI INVESTMENTS CO (3,324,853 shares), IndexIQ Advisors LLC (1,504,332 shares), STIFEL FINANCIAL CORP (1,288,545 shares), Hilton Capital Management, LLC (874,144 shares), Financial Engines Advisors L.L.C. (871,245 shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (647,090 shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (583,800 shares), Quantum Capital Management, LLC / NJ (579,803 shares), and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (442,165 shares).
This table shows the top 251 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.