SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA)

CUSIP: 808524763

Q3 2022 13F Holders as of 30 Sep 2022

Type / Class
Equity / FUNDAMENTAL US S
Total 13F shares
97,826,433
Share change
+3,891,273
Total reported value
$4,160,103,635
Price per share
$42.52
Number of holders
242
Value change
+$165,298,960
Number of buys
112
Number of sells
95

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 Q3 2022

As of 30 Sep 2022, SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA) was held by 242 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 97,826,433 shares. The largest 10 holders included Charles Schwab Investment Advisory, Inc., WADDELL & ASSOCIATES, LLC, Clarius Group, LLC, Riverpoint Wealth Management Holdings, LLC, AMERIPRISE FINANCIAL INC, MOLLER FINANCIAL SERVICES, Resonant Capital Advisors, LLC, First Pacific Financial, Gemmer Asset Management LLC, and Prairiewood Capital, LLC. This page lists 242 institutional shareholders reporting positions in this security for the Q3 2022 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2022 vs Q2 2022 Across Filers

Q2 2022 holders
243
Q3 2022 holders
242
Holder diff
-1
Investor Q2 2022 Shares Q3 2022 Shares Share Diff Share Chg % Q2 2022 Value $ Q3 2022 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.
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