Q4 2015 13F Holders as of 12/31/2015
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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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99
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Total shares
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6.84M
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Shares change
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-51.1K
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Total reported value, excl. options
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$345M
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Value change
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-$2.83M
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Number of buys
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59
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Number of sells
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-33
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Price
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$50.44
Significant Holders of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) as of Q4 2015
100 filings reported holding SCHO - SCHWAB STRATEGIC TR - SHT TM US TRES as of Q4 2015.
SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) has 99 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.84M shares
.
Largest 10 shareholders include LEAVELL INVESTMENT MANAGEMENT, INC. (1M shares), Quantum Capital Management, LLC / NJ (597K shares), Kernodle & Katon Asset Management Group, LLC (509K shares), MinichMacGregor Wealth Management, LLC (411K shares), ROOF EIDAM & MAYCOCK/ADV (266K shares), Callahan Advisors, LLC (255K shares), Eagle Capital Management, LLC (252K shares), JUNCTURE WEALTH STRATEGIES, LLC (240K shares), Corrigan Financial, Inc. (204K shares), and Bangor Savings Bank (169K shares).
This table shows the top 99 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.