Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / FUNDAMENTAL US S
-
Number of holders
-
220
-
Total 13F shares, excl. options
-
68,467,533
-
Shares change
-
+1,357,875
-
Total reported value, excl. options
-
$3,723,591,103
-
Value change
-
+$74,333,330
-
Number of buys
-
109
-
Number of sells
-
-85
-
Price
-
$54.39
Significant Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA) as of Q2 2021
239 filings reported holding FNDA - SCHWAB STRATEGIC TR - FUNDAMENTAL US S as of Q2 2021.
SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA) has 220 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 68,467,533 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (58,726,855 shares), Clarius Group, LLC (956,039 shares), Brinker Capital Investments, LLC (844,409 shares), WADDELL & ASSOCIATES, LLC (700,431 shares), Riverpoint Wealth Management Holdings, LLC (428,400 shares), MOLLER FINANCIAL SERVICES (402,668 shares), First Pacific Financial (373,362 shares), Resonant Capital Advisors, LLC (320,510 shares), Arlington Financial Advisors, LLC (316,638 shares), and Gemmer Asset Management LLC (297,293 shares).
This table shows the top 220 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.