Q1 2024 13F Holders as of 3/31/2024
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Type / Class
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Equity / FUNDAMENTAL INTL
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Number of holders
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213
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Total shares
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64.7M
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Shares change
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-1.81M
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Total reported value, excl. options
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$2.3B
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Value change
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-$64.1M
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Number of buys
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98
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Number of sells
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-79
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Price
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$35.47
Significant Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL INTL (FNDC) as of Q1 2024
206 filings reported holding FNDC - SCHWAB STRATEGIC TR - FUNDAMENTAL INTL as of Q1 2024.
SCHWAB STRATEGIC TR - FUNDAMENTAL INTL (FNDC) has 213 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 64.7M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (55.6M shares), VICTORY CAPITAL MANAGEMENT INC (1M shares), EXENCIAL WEALTH ADVISORS, LLC (732K shares), GHP Investment Advisors, Inc. (459K shares), Merriman Wealth Management, LLC (373K shares), High Probability Advisors, LLC (309K shares), Clarius Group, LLC (290K shares), MERCER GLOBAL ADVISORS INC /ADV (266K shares), LINCOLN NATIONAL CORP (264K shares), and Prairiewood Capital, LLC (230K shares).
This table shows the top 213 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
* 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.