Q3 2018 13F Holders as of 9/30/2018
-
Type / Class
-
Equity / SHT TM US TRES
-
Number of holders
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249
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Total shares
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26.1M
-
Shares change
-
+3.71M
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Total reported value, excl. options
-
$1.29B
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Value change
-
+$184M
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Number of buys
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148
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Number of sells
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-95
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Price
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$49.57
Significant Holders of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) as of Q3 2018
248 filings reported holding SCHO - SCHWAB STRATEGIC TR - SHT TM US TRES as of Q3 2018.
SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) has 249 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 26.1M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (3.42M shares), SEI INVESTMENTS CO (3.32M shares), IndexIQ Advisors LLC (1.5M shares), STIFEL FINANCIAL CORP (1.29M shares), Hilton Capital Management, LLC (874K shares), Financial Engines Advisors L.L.C. (871K shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (647K shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (584K shares), Quantum Capital Management, LLC / NJ (580K shares), and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (442K shares).
This table shows the top 249 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.