Q1 2014 13F Holders as of 3/31/2014
-
Type / Class
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Equity / SHT TM US TRES
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Number of holders
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41
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Total shares
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2.33M
-
Shares change
-
+248K
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Total reported value, excl. options
-
$118M
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Value change
-
+$12.5M
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Number of buys
-
24
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Number of sells
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-19
-
Price
-
$50.54
Significant Holders of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) as of Q1 2014
41 filings reported holding SCHO - SCHWAB STRATEGIC TR - SHT TM US TRES as of Q1 2014.
SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) has 41 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.33M shares
.
Largest 10 shareholders include Quantum Capital Management, LLC / NJ (546K shares), Eagle Capital Management, LLC (430K shares), Destination Wealth Management (157K shares), Rench Wealth Management, Inc. (128K shares), Carlton Hofferkamp & Jenks Wealth Management, LLC (116K shares), Twele Capital Management, Inc. (102K shares), Courage Miller Partners, LLC (82.1K shares), Confluence Wealth Management LLC (78.2K shares), Buckingham Asset Management, LLC (76K shares), and Retirement Planning Group (71.2K shares).
This table shows the top 41 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.