Q1 2016 13F Holders as of 3/31/2016
-
Type / Class
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Equity / SHT TM US TRES
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Number of holders
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110
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Total shares
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6.81M
-
Shares change
-
-105K
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Total reported value, excl. options
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$346M
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Value change
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-$5.28M
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Number of buys
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57
-
Number of sells
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-38
-
Price
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$50.80
Significant Holders of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) as of Q1 2016
109 filings reported holding SCHO - SCHWAB STRATEGIC TR - SHT TM US TRES as of Q1 2016.
SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) has 110 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.81M shares
.
Largest 10 shareholders include Quantum Capital Management, LLC / NJ (600K shares), Kernodle & Katon Asset Management Group, LLC (481K shares), MinichMacGregor Wealth Management, LLC (400K shares), SFMG, LLC (376K shares), ROOF EIDAM & MAYCOCK/ADV (339K shares), LEAVELL INVESTMENT MANAGEMENT, INC. (316K shares), Eagle Capital Management, LLC (252K shares), JUNCTURE WEALTH STRATEGIES, LLC (243K shares), Callahan Advisors, LLC (210K shares), and Corrigan Financial, Inc. (196K shares).
This table shows the top 110 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.