Q1 2017 13F Holders as of 31 Mar 2017
-
Type / Class
-
Equity / FUNDAMENTAL US S
-
Total 13F shares
-
33,931,078
-
Share change
-
+6,355,563
-
Total reported value
-
$1,177,217,000
-
Price per share
-
$34.70
-
Number of holders
-
63
-
Value change
-
+$220,340,324
-
Number of buys
-
37
-
Number of sells
-
21
Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA) as of Q1 2017
As of 31 Mar 2017,
SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA) was held by
63 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
33,931,078 shares.
The largest 10 holders included
Charles Schwab Investment Advisory, Inc., Brouwer & Janachowski, LLC, COBBLESTONE CAPITAL ADVISORS LLC /NY/, TIEDEMANN WEALTH MANAGEMENT, LLC, Delphi Private Advisors LLC, Vigilant Capital Management, LLC, UNITED CAPITAL FINANCIAL ADVISERS, LLC, Riverpoint Wealth Management Holdings, LLC, LADENBURG THALMANN FINANCIAL SERVICES INC., and Frontier Wealth Management LLC.
This page lists
63
institutional shareholders reporting positions in this security
for the Q1 2017 filing period.
| 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.