Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / FUNDAMENTAL US S
-
Number of holders
-
258
-
Total 13F shares, excl. options
-
72,334,205
-
Shares change
-
+1,867,457
-
Total reported value, excl. options
-
$4,022,439,604
-
Value change
-
+$104,413,328
-
Number of buys
-
122
-
Number of sells
-
-92
-
Price
-
$55.61
Significant Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA) as of Q4 2021
286 filings reported holding FNDA - SCHWAB STRATEGIC TR - FUNDAMENTAL US S as of Q4 2021.
SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA) has 258 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 72,334,205 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (62,356,187 shares), Clarius Group, LLC (1,015,419 shares), WADDELL & ASSOCIATES, LLC (721,689 shares), Riverpoint Wealth Management Holdings, LLC (439,738 shares), MOLLER FINANCIAL SERVICES (411,299 shares), First Pacific Financial (383,882 shares), Resonant Capital Advisors, LLC (355,829 shares), Gemmer Asset Management LLC (354,704 shares), AMERIPRISE FINANCIAL INC (351,472 shares), and Arlington Financial Advisors, LLC (323,186 shares).
This table shows the top 258 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.