Q4 2014 13F Holders as of 12/31/2014
-
Type / Class
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Equity / SHT TM US TRES
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Number of holders
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61
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Total shares
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4.08M
-
Shares change
-
+433K
-
Total reported value, excl. options
-
$206M
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Value change
-
+$21.9M
-
Number of buys
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33
-
Number of sells
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-18
-
Price
-
$50.58
Significant Holders of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) as of Q4 2014
61 filings reported holding SCHO - SCHWAB STRATEGIC TR - SHT TM US TRES as of Q4 2014.
SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) has 61 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.08M shares
.
Largest 10 shareholders include Quantum Capital Management, LLC / NJ (664K shares), Eagle Capital Management, LLC (467K shares), JUNCTURE WEALTH STRATEGIES, LLC (397K shares), Frontier Wealth Management LLC (283K shares), Destination Wealth Management (275K shares), Capital Advantage, Inc. (220K shares), GOLDMAN SACHS GROUP INC (197K shares), Bangor Savings Bank (140K shares), Carlton Hofferkamp & Jenks Wealth Management, LLC (133K shares), and Ironwood Wealth Management, llc (130K shares).
This table shows the top 61 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.