Q3 2014 13F Holders as of 9/30/2014
-
Type / Class
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Equity / SHT TM US TRES
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Number of holders
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46
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Total shares
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2.78M
-
Shares change
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+144K
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Total reported value, excl. options
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$141M
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Value change
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+$7.26M
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Number of buys
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26
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Number of sells
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-18
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Price
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$50.57
Significant Holders of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) as of Q3 2014
46 filings reported holding SCHO - SCHWAB STRATEGIC TR - SHT TM US TRES as of Q3 2014.
SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) has 46 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.78M shares
.
Largest 10 shareholders include Quantum Capital Management, LLC / NJ (823K shares), Eagle Capital Management, LLC (433K shares), MORGAN STANLEY (163K shares), Rench Wealth Management, Inc. (135K shares), Carlton Hofferkamp & Jenks Wealth Management, LLC (126K shares), UBS AG (110K shares), Twele Capital Management, Inc. (102K shares), Courage Miller Partners, LLC (92.7K shares), RAYMOND JAMES & ASSOCIATES (88.2K shares), and Retirement Planning Group (84.1K shares).
This table shows the top 46 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.