Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / FUNDAMENTAL US S
-
Number of holders
-
202
-
Total 13F shares, excl. options
-
67,051,372
-
Shares change
-
-4,820,606
-
Total reported value, excl. options
-
$3,397,010,203
-
Value change
-
-$242,641,363
-
Number of buys
-
92
-
Number of sells
-
-85
-
Price
-
$50.66
Significant Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA) as of Q1 2021
219 filings reported holding FNDA - SCHWAB STRATEGIC TR - FUNDAMENTAL US S as of Q1 2021.
SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA) has 202 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 67,051,372 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (57,454,379 shares), Clarius Group, LLC (962,462 shares), Brinker Capital Investments, LLC (876,896 shares), WADDELL & ASSOCIATES, LLC (697,446 shares), Riverpoint Wealth Management Holdings, LLC (436,095 shares), MOLLER FINANCIAL SERVICES (399,052 shares), First Pacific Financial (371,883 shares), Arlington Financial Advisors, LLC (325,801 shares), Resonant Capital Advisors, LLC (311,980 shares), and Gemmer Asset Management LLC (268,570 shares).
This table shows the top 202 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.