Q1 2017 13F Holders as of 3/31/2017
-
Type / Class
-
Equity / SHT TM US TRES
-
Number of holders
-
157
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Total shares
-
12.6M
-
Shares change
-
+3.49M
-
Total reported value, excl. options
-
$635M
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Value change
-
+$176M
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Number of buys
-
89
-
Number of sells
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-61
-
Price
-
$50.46
Significant Holders of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) as of Q1 2017
156 filings reported holding SCHO - SCHWAB STRATEGIC TR - SHT TM US TRES as of Q1 2017.
SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) has 157 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12.6M shares
.
Largest 10 shareholders include SEI INVESTMENTS CO (1.89M shares), IndexIQ Advisors LLC (1.05M shares), LEAVELL INVESTMENT MANAGEMENT, INC. (1.01M shares), FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD (640K shares), SFMG, LLC (558K shares), Kernodle & Katon Asset Management Group, LLC (538K shares), MinichMacGregor Wealth Management, LLC (398K shares), Quantum Capital Management, LLC / NJ (376K shares), LVW Advisors, LLC (275K shares), and BANK OF AMERICA CORP /DE/ (269K shares).
This table shows the top 157 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.