Q3 2017 13F Holders as of 9/30/2017
-
Type / Class
-
Equity / SHT TM US TRES
-
Number of holders
-
165
-
Total shares
-
15.7M
-
Shares change
-
+3.68M
-
Total reported value, excl. options
-
$792M
-
Value change
-
+$186M
-
Number of buys
-
97
-
Number of sells
-
-62
-
Price
-
$50.40
Significant Holders of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) as of Q3 2017
164 filings reported holding SCHO - SCHWAB STRATEGIC TR - SHT TM US TRES as of Q3 2017.
SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) has 165 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 15.7M shares
.
Largest 10 shareholders include SEI INVESTMENTS CO (2.69M shares), IndexIQ Advisors LLC (2.4M shares), FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD (770K shares), BANK OF AMERICA CORP /DE/ (603K shares), SFMG, LLC (540K shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (467K shares), MinichMacGregor Wealth Management, LLC (405K shares), Financial Engines Advisors L.L.C. (395K shares), Quantum Capital Management, LLC / NJ (378K shares), and LEAVELL INVESTMENT MANAGEMENT, INC. (332K shares).
This table shows the top 165 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.