Q1 2018 13F Holders as of 3/31/2018
-
Type / Class
-
Equity / SHT TM US TRES
-
Number of holders
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218
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Total shares
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18.9M
-
Shares change
-
+2.84M
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Total reported value, excl. options
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$943M
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Value change
-
+$141M
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Number of buys
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130
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Number of sells
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-83
-
Price
-
$49.84
Significant Holders of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) as of Q1 2018
216 filings reported holding SCHO - SCHWAB STRATEGIC TR - SHT TM US TRES as of Q1 2018.
SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) has 218 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 18.9M shares
.
Largest 10 shareholders include SEI INVESTMENTS CO (3.39M shares), BANK OF AMERICA CORP /DE/ (3.24M shares), IndexIQ Advisors LLC (655K shares), Quantum Capital Management, LLC / NJ (601K shares), Financial Engines Advisors L.L.C. (541K shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (468K shares), MinichMacGregor Wealth Management, LLC (427K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (374K shares), Eqis Capital Management, Inc. (359K shares), and Corrigan Financial, Inc. (345K shares).
This table shows the top 218 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.