Q1 2014 13F Holders as of 31 Mar 2014
-
Type / Class
-
Equity / INT-TRM U.S TRES
-
Total 13F shares
-
3,263,350
-
Share change
-
+1,738,058
-
Total reported value
-
$171,448,173
-
Price per share
-
$52.55
-
Number of holders
-
30
-
Value change
-
+$91,323,344
-
Number of buys
-
25
-
Number of sells
-
7
Institutional Holders of SCHWAB STRATEGIC TR - INT-TRM U.S TRES (SCHR) as of Q1 2014
As of 31 Mar 2014,
SCHWAB STRATEGIC TR - INT-TRM U.S TRES (SCHR) was held by
30 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,263,350 shares.
The largest 10 holders included
Pinnacle Advisory Group, Inc., Charles Schwab Investment Advisory, Inc., SCHWAB CHARLES INVESTMENT MANAGEMENT INC, Twele Capital Management, Inc., GOLDMAN SACHS GROUP INC, Bluefin Trading, LLC, VISTA CAPITAL PARTNERS, INC., Live Your Vision, LLC, Warren Averett Asset Management, LLC, and ROYAL BANK OF CANADA.
This page lists
30
institutional shareholders reporting positions in this security
for the Q1 2014 filing period.
| 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.