Q1 2015 13F Holders as of 3/31/2015
-
Type / Class
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Equity / SHT TM US TRES
-
Number of holders
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64
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Total shares
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3.6M
-
Shares change
-
-486K
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Total reported value, excl. options
-
$183M
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Value change
-
-$24.7M
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Number of buys
-
29
-
Number of sells
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-31
-
Price
-
$50.75
Significant Holders of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) as of Q1 2015
64 filings reported holding SCHO - SCHWAB STRATEGIC TR - SHT TM US TRES as of Q1 2015.
SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) has 64 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.6M shares
.
Largest 10 shareholders include Quantum Capital Management, LLC / NJ (655K shares), Eagle Capital Management, LLC (436K shares), JUNCTURE WEALTH STRATEGIES, LLC (213K shares), MORGAN STANLEY (177K shares), Capital Advantage, Inc. (162K shares), Bangor Savings Bank (161K shares), GOLDMAN SACHS GROUP INC (140K shares), Frontier Wealth Management LLC (135K shares), Carlton Hofferkamp & Jenks Wealth Management, LLC (134K shares), and Retirement Planning Group (107K shares).
This table shows the top 64 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.