Q2 2016 13F Holders as of 6/30/2016
-
Type / Class
-
Equity / SHT TM US TRES
-
Number of holders
-
121
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Total shares
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6.73M
-
Shares change
-
-120K
-
Total reported value, excl. options
-
$343M
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Value change
-
-$6.2M
-
Number of buys
-
66
-
Number of sells
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-49
-
Price
-
$50.96
Significant Holders of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) as of Q2 2016
121 filings reported holding SCHO - SCHWAB STRATEGIC TR - SHT TM US TRES as of Q2 2016.
SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) has 121 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.73M shares
.
Largest 10 shareholders include BESSEMER GROUP INC (610K shares), Kernodle & Katon Asset Management Group, LLC (464K shares), Quantum Capital Management, LLC / NJ (413K shares), MinichMacGregor Wealth Management, LLC (400K shares), ROOF EIDAM & MAYCOCK/ADV (289K shares), Eagle Capital Management, LLC (247K shares), LEAVELL INVESTMENT MANAGEMENT, INC. (235K shares), Callahan Advisors, LLC (234K shares), Frontier Wealth Management LLC (202K shares), and Corrigan Financial, Inc. (197K shares).
This table shows the top 121 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.