Q2 2017 13F Holders as of 30 Jun 2017
-
Type / Class
-
Equity / FUNDAMENTAL US S
-
Number of holders
-
68
-
Total 13F shares, excl. options
-
39,394,023
-
Shares change
-
+5,247,825
-
Total reported value, excl. options
-
$1,368,964,000
-
Value change
-
+$182,368,703
-
Number of buys
-
43
-
Number of sells
-
-21
-
Price
-
$34.75
Significant Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA) as of Q2 2017
74 filings reported holding FNDA - SCHWAB STRATEGIC TR - FUNDAMENTAL US S as of Q2 2017.
SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA) has 68 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 39,394,023 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (34,676,718 shares), Brouwer & Janachowski, LLC (1,261,330 shares), COBBLESTONE CAPITAL ADVISORS LLC /NY/ (584,866 shares), Vigilant Capital Management, LLC (279,047 shares), Delphi Private Advisors LLC (222,079 shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (218,678 shares), Ackerman Capital Advisors, LLC (213,500 shares), Riverpoint Wealth Management Holdings, LLC (210,299 shares), ProVise Management Group, LLC (153,769 shares), and Frontier Wealth Management LLC (152,377 shares).
This table shows the top 68 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.