SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA)

CUSIP: 808524763

Q3 2020 13F Holders as of 30 Sep 2020

Type / Class
Equity / FUNDAMENTAL US S
Total 13F shares
70,718,748
Share change
+472,589
Total reported value
$2,337,269,942
Price per share
$33.05
Number of holders
155
Value change
+$15,711,995
Number of buys
59
Number of sells
73

Quarterly Holders Quick Answers

What is CUSIP 808524763?
CUSIP 808524763 identifies FNDA - SCHWAB STRATEGIC TR - FUNDAMENTAL US S in SEC institutional holdings data.

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Top shareholders of FNDA - SCHWAB STRATEGIC TR - FUNDAMENTAL US S (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA) as of Q3 2020

As of 30 Sep 2020, SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA) was held by 155 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 70,718,748 shares. The largest 10 holders included Charles Schwab Investment Advisory, Inc., Clarius Group, LLC, WADDELL & ASSOCIATES, LLC, Riverpoint Wealth Management Holdings, LLC, Brinker Capital Investments, LLC, First Pacific Financial, MOLLER FINANCIAL SERVICES, McAdam, LLC, Arlington Financial Advisors, LLC, and LINCOLN NATIONAL CORP. This page lists 155 institutional shareholders reporting positions in this security for the Q3 2020 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2020 vs Q2 2020 Across Filers

Q2 2020 holders
150
Q3 2020 holders
155
Holder diff
5
Investor Q2 2020 Shares Q3 2020 Shares Share Diff Share Chg % Q2 2020 Value $ Q3 2020 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
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