Q4 2016 13F Holders as of 12/31/2016
-
Type / Class
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Equity / SHT TM US TRES
-
Number of holders
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136
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Total shares
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9.02M
-
Shares change
-
+2.03M
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Total reported value, excl. options
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$455M
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Value change
-
+$102M
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Number of buys
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83
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Number of sells
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-49
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Price
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$50.42
Significant Holders of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) as of Q4 2016
135 filings reported holding SCHO - SCHWAB STRATEGIC TR - SHT TM US TRES as of Q4 2016.
SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) has 136 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9.02M shares
.
Largest 10 shareholders include LEAVELL INVESTMENT MANAGEMENT, INC. (1.04M shares), IndexIQ Advisors LLC (780K shares), Kernodle & Katon Asset Management Group, LLC (508K shares), Quantum Capital Management, LLC / NJ (414K shares), MinichMacGregor Wealth Management, LLC (393K shares), FINANCIAL CONSULATE, INC (375K shares), LVW Advisors, LLC (315K shares), Retirement Planning Group (228K shares), ROOF EIDAM & MAYCOCK/ADV (224K shares), and Corrigan Financial, Inc. (201K shares).
This table shows the top 136 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.