Q3 2020 13F Holders as of 30 Sep 2020
-
Type / Class
-
Equity / FUNDAMENTAL US S
-
Number of holders
-
155
-
Total 13F shares, excl. options
-
70,718,748
-
Shares change
-
+472,589
-
Total reported value, excl. options
-
$2,337,269,942
-
Value change
-
+$15,711,995
-
Number of buys
-
59
-
Number of sells
-
-73
-
Price
-
$33.05
Significant Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA) as of Q3 2020
171 filings reported holding FNDA - SCHWAB STRATEGIC TR - FUNDAMENTAL US S as of Q3 2020.
SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA) has 155 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 70,718,748 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (61,836,574 shares), Clarius Group, LLC (951,292 shares), WADDELL & ASSOCIATES, LLC (660,605 shares), Riverpoint Wealth Management Holdings, LLC (447,164 shares), Brinker Capital Investments, LLC (431,631 shares), First Pacific Financial (424,834 shares), MOLLER FINANCIAL SERVICES (394,707 shares), McAdam, LLC (341,395 shares), Arlington Financial Advisors, LLC (321,177 shares), and LINCOLN NATIONAL CORP (308,377 shares).
This table shows the top 155 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.