Q4 2019 13F Holders as of 31 Dec 2019
-
Type / Class
-
Equity / FUNDAMENTAL US S
-
Number of holders
-
173
-
Total 13F shares, excl. options
-
77,384,938
-
Shares change
-
+4,414,942
-
Total reported value, excl. options
-
$3,113,771,785
-
Value change
-
+$177,888,755
-
Number of buys
-
81
-
Number of sells
-
-56
-
Price
-
$40.24
Significant Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA) as of Q4 2019
189 filings reported holding FNDA - SCHWAB STRATEGIC TR - FUNDAMENTAL US S as of Q4 2019.
SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA) has 173 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 77,384,938 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (68,485,301 shares), REGENTATLANTIC CAPITAL LLC (822,193 shares), Clarius Group, LLC (691,954 shares), Vigilant Capital Management, LLC (522,678 shares), AMERIPRISE FINANCIAL INC (450,129 shares), JJJ Advisors Inc. (425,104 shares), Riverpoint Wealth Management Holdings, LLC (277,156 shares), Capital One, National Association (270,214 shares), LINCOLN NATIONAL CORP (264,381 shares), and McAdam, LLC (258,454 shares).
This table shows the top 173 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.