SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA)

CUSIP: 808524763

Q4 2021 13F Holders as of 31 Dec 2021

Type / Class
Equity / FUNDAMENTAL US S
Total 13F shares
72,334,205
Share change
+1,867,457
Total reported value
$4,022,439,604
Price per share
$55.61
Number of holders
258
Value change
+$104,413,328
Number of buys
122
Number of sells
92

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 Q4 2021

As of 31 Dec 2021, SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA) was held by 258 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 72,334,205 shares. The largest 10 holders included Charles Schwab Investment Advisory, Inc., Clarius Group, LLC, WADDELL & ASSOCIATES, LLC, Riverpoint Wealth Management Holdings, LLC, MOLLER FINANCIAL SERVICES, First Pacific Financial, Resonant Capital Advisors, LLC, Gemmer Asset Management LLC, AMERIPRISE FINANCIAL INC, and Arlington Financial Advisors, LLC. This page lists 258 institutional shareholders reporting positions in this security for the Q4 2021 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2021 vs Q3 2021 Across Filers

Q3 2021 holders
232
Q4 2021 holders
258
Holder diff
26
Investor Q3 2021 Shares Q4 2021 Shares Share Diff Share Chg % Q3 2021 Value $ Q4 2021 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.