- Type / Class
- Equity / SHT TM US TRES
- Total 13F shares
- 80,912,939
- Share change
- +22,716,526
- Total reported value
- $4,185,022,134
- Price per share
- $51.73
- Number of holders
- 449
- Value change
- +$1,176,460,750
- Number of buys
- 228
- Number of sells
- 204
Quarterly Holders Quick Answers
What is CUSIP 808524862?
CUSIP 808524862 identifies SCHO - SCHWAB STRATEGIC TR - SHT TM US TRES in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 808524862:
Top shareholders of SCHO - SCHWAB STRATEGIC TR - SHT TM US TRES (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) as of Q1 2020
As of 31 Mar 2020,
SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) was held by
449 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
80,912,939 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, AMERIPRISE FINANCIAL INC, SEI INVESTMENTS CO, Hilton Capital Management, LLC, NextCapital Advisers, Inc., ENVESTNET ASSET MANAGEMENT INC, WBI INVESTMENTS, INC., Pinnacle Advisory Group, Inc., COLTON GROOME FINANCIAL ADVISORS, LLC, and CHARLES SCHWAB INVESTMENT MANAGEMENT INC.
This page lists
449
institutional shareholders reporting positions in this security
for the Q1 2020 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2020 vs Q4 2019 Across Filers
Q4 2019 holders
418
Q1 2020 holders
449
Holder diff
31
| Investor | Q4 2019 Shares | Q1 2020 Shares | Share Diff | Share Chg % | Q4 2019 Value $ | Q1 2020 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.