Q2 2015 13F Holders as of 6/30/2015
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Type / Class
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Equity / SHT TM US TRES
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Number of holders
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68
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Total shares
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4.17M
-
Shares change
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+580K
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Total reported value, excl. options
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$211M
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Value change
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+$29.4M
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Number of buys
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43
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Number of sells
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-20
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Price
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$50.71
Significant Holders of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) as of Q2 2015
68 filings reported holding SCHO - SCHWAB STRATEGIC TR - SHT TM US TRES as of Q2 2015.
SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) has 68 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.17M shares
.
Largest 10 shareholders include Quantum Capital Management, LLC / NJ (661K shares), MORGAN STANLEY (433K shares), Eagle Capital Management, LLC (296K shares), Frontier Wealth Management LLC (281K shares), JUNCTURE WEALTH STRATEGIES, LLC (216K shares), Bangor Savings Bank (165K shares), Callahan Advisors, LLC (160K shares), Carlton Hofferkamp & Jenks Wealth Management, LLC (138K shares), Retirement Planning Group (112K shares), and BESSEMER GROUP INC (110K shares).
This table shows the top 68 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.