Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / FUNDAMENTAL US S
-
Number of holders
-
232
-
Total 13F shares, excl. options
-
70,161,338
-
Shares change
-
+1,686,458
-
Total reported value, excl. options
-
$3,696,134,522
-
Value change
-
+$88,489,279
-
Number of buys
-
102
-
Number of sells
-
-88
-
Price
-
$52.68
Significant Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA) as of Q3 2021
252 filings reported holding FNDA - SCHWAB STRATEGIC TR - FUNDAMENTAL US S as of Q3 2021.
SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA) has 232 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 70,161,338 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (60,744,644 shares), Clarius Group, LLC (973,916 shares), WADDELL & ASSOCIATES, LLC (717,618 shares), Riverpoint Wealth Management Holdings, LLC (438,059 shares), MOLLER FINANCIAL SERVICES (414,036 shares), First Pacific Financial (383,983 shares), Resonant Capital Advisors, LLC (340,399 shares), Gemmer Asset Management LLC (320,761 shares), Arlington Financial Advisors, LLC (318,540 shares), and AMERIPRISE FINANCIAL INC (282,595 shares).
This table shows the top 232 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.